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Bask Bank - Cannot add New CD account established on 2/19/25

Randy Egan

On 2/19/25 I created a new CD account and funded it from my online savings account. When I disconnect my connection and reconnect, when I try to add account, or when I reset the Bask connection, I do not get to add the CD account. The withdrawal from the online saving account did download OK.

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NotACPA

It's the bank, not you or Q, that decides what account types are eligible for download … and it sounds like Bask chose to not allow download from CDs.

Since there's presumably only 1 transaction a month (other than the initial purchase and final redemption) of the CD) and the value shouldn't fluctuate (other than the monthly interest), this really shouldn't be much of a hardship.

Randy Egan

Last year I had a CD and it was added when I did a reset. NP. But I'll try to contact Bask Bank to see if they know about it.

NotACPA

Elaborate upon that "reset". What exactly did you do?

Randy Egan

I reset my connection to bask and it came up with the savings account but did not identify the CD account.

I sent a message to Bask asking if they would download the CD account, but I don't expect an answer until next week

Randy Egan

what do you know. I just did a download and the CD account showed up automatically. I don't know if it was because I sent a support request to Bask or they only setup downloads for new accounts at the end of the month. Anyway the initial funding transaction was recorded along with a wee bit of interest. This issue can be closed.