New error on displaying 2-factor authentication in Online Update

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Quicken Mac Other Member ✭✭✭

I added New York Life as an account recently, and added the on-line credentials. The first time I used Update, it worked just fine. But since that first time, the 2-factor authentication that Quicken puts up has a strange error (see image below.) Where it says "Sent OTP to phone" it shows my email. And where it says "Send OTP to email" it shows my phone number. Neither selection works in Update. But I verified on the NYLife website, which I can log into with both 2-factor for both phone and email, that the website, as well as the settings in my NYLife settings has the right choice in the right place. Quicken seems to be swapping them for some reason. Looks like a bug to me.

Screenshot 2025-06-09 at 11.04.42 AM.png

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  • Moderator mod

    Hello @MajorHavoc,

    Thanks for bringing this to our attention.

    2FA requirements and information are sent directly from the financial institution's servers, which Quicken does not have access to. I suggest contacting New York Life directly for additional assistance. I also recommend requesting to speak to the Banking or Aggregator departments, as they are generally more familiar with third-party applications such as Quicken.

    I apologize that we could not be of more assistance. Please let us know how it goes!

    -Quicken Jasmine

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  • Moderator mod

    -Quicken Jasmine

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

  • Moderator mod

    -Quicken Jasmine

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

  • Quicken Mac Other Member ✭✭✭
    edited June 15

    I have notified them as well, and they say it is not their error, that they are sending the data as shown in my profile (which properly has phone number for sms, and email for email.) Personally, I believe this is a Quicken error not a NYLife error, as the data there is correct there, and you have been having issues with Update for some time now. And Quicken shows the correct data, but has the data swapped in the two fields.

    I did note today that three answers appeared rather than two, one of which allowed me to login. But while NYLife sends the info, Quicken displays it. I believe this error is in the display software. Perhaps you should not dismiss a bug so easily. That is often why they do not get corrected by companies. It is much easier to point finger at someone else than actually check for an issue and fix it if found. I am guessing that no one checked to see if this may be a bug? (I have been writing software for way too long to just dismiss an error as someone else's when reported by a user.)

    Thank you

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