Auto Connect Sync with Banks - verification process

Creator1933

For Auto Connect to banks and investment portfolios, is there a way to not have Quicken popup the ask to re-sync with the bank/investment account so many times? I understand this is largely due to security matters, but can it be scaled back?

Quicken Kristina

Hello @Creator1933,

Thank you for sharing your feedback. To better assists, please provide more information. What pop-up are you seeing? Which financial institution(s) are you seeing this pop-up for? How often are you seeing it?

I look forward to your reply!

CaliQkn

@Creator1933 there is another active thread that I think describes your issue. It is a Quicken Windows thread, but I could not find one for Quicken Mac.

https://community.quicken.com/discussion/7961875/multiple-financial-institutions-prompting-reauthorization-after-every-one-step-update-edited

I am not sure if this issue is resolved or still being investigated, but it might provide some information of interest to you.

CaliQkn

@Creator1933 I have found a similar thread for Quicken Mac. Sorry I didn't find this one first.

https://community.quicken.com/discussion/7961865/three-different-financial-institutions-all-requested-re-authorizations-today

Again, I don't know if this issue has been resolved or still being investigated, but there might be some information that might help your situation.

If these threads do not describe your issue, please refer back to @Quicken Kristina 's questions.