Does Quicken's One-Step-Update work with 2-step verification for account access?

CAPOW
CAPOW Quicken Windows Subscription Member
edited January 4 in Download, Add/Update Accounts (Windows)

If I set up 2-step verification for my investment and bank accounts, will I still be able to use Quicken's One-Step- Update to access and download transactions? I'm using Quicken Classic Premier for Windows. Thanks.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @CAPOW,

    Yes, you should still be able to use Quicken's One Step Update to download transactions after setting up 2-step verification. Some financial institutions even require 2-step verification with Quicken. However, for those financial institutions that have this set up, please note that some only require it once when setting up the connection, and others require it every time a One Step Update is run. The decision on how often you will be prompted for it will come directly from the financial institution.

    Hope this helps!

    -Quicken Anja
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