Treasury Direct - add new account fails

Quicken Mac Subscription Member ✭✭

I get an error message when trying to add my Treasury Direct account to Quicken for Mac Version 8.0.1 (Build 800.56243.100). This happens after I'm prompted to enter the OTP received from the US Treasury in my email. I'm unable to complete the process.

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Comments

  • Quicken Mac Subscription Moderator mod

    Hello @geostone1,

    Thank you for bringing this issue to our attention.

    I was able to review the internal error that is occurring when attempting to add your Treasury Direct account(s) and can see that you are receiving an FDP-185. This error message typically occurs because your financial institution has added a new security feature that requires your attention before your account can be updated. This could be a new verification step that needs to be completed on the financial institution's website. You may follow the instructions below in an attempt to resolve this issue, it is recommended to save a backup before proceeding. You can also view these instructions and more information in this Support Article.

    1. Sign in to your financial institution's website.
    2. Navigate to the page where you view your account information.
    3. When you encounter the new web page that requires your response, fill out the requested information and dismiss the screen. If you have the option to not display the page or ask you again, select that option. If you do not, the error may continue to occur.

    Note: Some financial institution websites may have this new security requirement located in your inbox or message center. 

    I hope this helps!

    -Quicken Jasmine

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  • Quicken Mac Subscription Member ✭✭

    Thank you! It worked! It takes about 4-5 OTPs during the process.

  • Quicken Mac Subscription Moderator mod

    Hello @geostone1,

    I am happy to hear that you were able to connect to your Treasury Direct account(s)! Thank you for coming back to let me know! The 2FA process and the requirements also come directly from the financial institution and its servers. This may have something to do with security settings they have in place. I suggest reaching out to Treasury Direct for more information, I recommend requesting to speak to a tier 2 agent or supervisor, as they are generally more familiar with third-party applications such as Quicken.

    Thanks!

    -Quicken Jasmine

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