Quicken Support for connecting financial institutions

M Wax

I have not been able to connect 5 financial institutions for 5 weeks now. They all simultaneously were disabled the same day. This is too much of a coincidence that the blame is on the financial institutions themselves. I have called support repeatedly and spent hours on the phone with support. They all tried to help and did their best. My issue is now Quicken is asking for the last 4 digits of my accounts. That is wrong. They give no explanation why they need these numbers. I refuse to give them any account numbers due to the amount of fraud I have been subject to and the amount of fraud out in the world. Who knows what country the support team is located and who they are. My trust only goes so far. So, without me supplying the last 4 of my account the support representative told me he cannot help me any further and refused to proceed to a resolution. I am just contacting support and reporting the on going problem. I am not new to Quicken as I have been a customer for 25 years. I understand it is a financial product but no company should ask me for the last 4 numbers of my account unless it is the bank themselves. I know I am not the only person having these problems and hope it all gets resolved soon. Why does Quicken support need any of my account numbers?

Quicken Anja

Hello @M Wax,

We appreciate you reaching out about this!

To clarify—were you prompted for the last 4 of your account number by the Quicken program, or were you asked for this by one of our support agents?

Check back and let us know! Thank you.

M Wax

Your support agents.

Quicken Anja

Thank you for following up and confirming!

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

gaperri

I totally agree with you. I have had the same experience with financial institutions working fine for years and then all of a sudden, they don't work. Also, brokerage firms including Vanguard. And I started using Quicken in the 1990s. I have never has as many problems as I have seen over the last couple of years.

jacobs

@gaperri said: I have had the same experience with financial institutions working fine for years and then all of a sudden, they don't work. Also, brokerage firms including Vanguard. And I started using Quicken in the 1990s. I have never has as many problems as I have seen over the last couple of years.

I think it's because financial institutions have become much more aggressive in making changes to their systems than they used to. They have also engaged outside companies to manage their external connectivity, so there are more parties involved in planning and problem resolution. The Vanguard issues were caused by Vanguard making changes to their back-end systems, and that's the case with most connectivity problems, and I don't know that there's much Quicken can do to improve the situation.

NotACPA

It's also possible, but without knowing the names of the 5 FIs I can't confirm this, that a 3rd party actually handles the data processing for all 5 … and that the external processor either has/had problems or cut-off Q.

MANY smaller banks and CU's use 1 of the various external processing companies. And several of the banks that I worked for did the processing for other near-by FIs

gaperri

And this morning it happens again. Chase this time. Can't get it to update, reset the accounts or deactivate. So frustrating!

M Wax

It's happening again. I had to reauthorize all my accounts this morning. Target and PNC bank do not work.