US Bancorp Investment Account not syncing with Quicken

KKoster
KKoster Quicken Windows Subscription Member ✭✭
edited March 6 in Download, Add/Update Accounts (Windows)

Just set up several accounts with US Bank (Savings, Checking, credit card and an investment account). All accounts show up on their website, but when I set up syncing with Quicken, the investment account does not show up. There was a similar post in December of 2024 by DanTheMan1, but there is no mention that he found a solution and comments were closed.

Has anyone figured out how to download the investment account?

Tagged:

Comments

  • KKoster
    KKoster Quicken Windows Subscription Member ✭✭

    Just found the answer on Reddit: TrickyExercise posted:"Found it... search 'us ban' and then you'll see one option that says 'U.S. Bank & U.S. Bancorp Inv'. Then select the hyperlink that says Get Access ID & Pin. It'll open up the browser for you to login and then connects w/ a 3rd party aggregator (didn't note the company name). After authorizing, it will display an Access ID and Pin. Copy and paste that back into the quicken window. It will then show your available investment accounts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @KKoster,

    We appreciate you posting about this issue and following up to share the solution you found. Your update will be valuable in helping other users who may be experiencing the same or a similar issue.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories