My bank changed to Shazambanking online portal, now WebConnect fails

Question

Quicken info: Win10, Quicken Classic Deluxe, Ver. R63.21, Build 27.1.63.21

The end of March my bank, Bank of Commerce and Trust, Wellington, KS, changed to the Shazambanking web portal.  Previous system has worked for years.  Now I can login and view accts., but WebConnect fails.

WebConnect always fails with the CC-505 error.  I have tried the Quicken suggestion to disable the account the re-enable the account, but when I try to do that, my bank is now not on the "New Account" picklist of banks, obviously it was on the list before as it has been working for over 30 years, so I can't re-enable the account.  How do I get my bank back on the list so I can select it to enable the account?  (I think that will go a long way to making WebConnect work again.)

Thank you,

GT

Boatnmaniac · Answer

No problem.  I know how frustrating it can be when a situation like this comes up.  In many cases it is just a matter of time before the new connection is added to the FIDIR List file but that can still take weeks or even months to occur.

In some cases, the new connection is never set up.

Some people will not wait for the new connection set up to occur and they will move their accounts to a different back that does support Quicken.

Best of wishes.

gtieszen · Answer

Thanks for the comments.  I've been fighting with the bank since the change-over.  The bank has been trying to work with the "Customer Service" of both Shazam and Intuit but it seems neither have given my issues a very high priority and replies seem to take a week or so to come back after the banks comment is posted.  I'm really getting frustrated with the whole deal.

Thanks for letting me rant.

Boatnmaniac · Answer

I do see several banks in the FIDIR (Financial Institutions Directory) List that using shazambanking.com for the URL but I could not find any listing for Bank of Commerce and Trust.  I also did not find a listing for Shazambanking that might possibly be a link for other banks that do not have their own listing in the FIDIR.

In order for your bank to be able to download into Quicken Shazambanking will need to contract and work with Intuit (the aggregator) to get added to the FIDIR List.  They might be doing this already but we don't know that and very possibly neither does Quicken.

Your best bet to find out if they are is to contact Shazambanking and ask them what their plans are to add support for Quicken.  First line Customer Service most likely has no information regarding this.  If they do not know, ask to be connected to someone in tech support, preferably someone who works with downloaded/exporting data.