Navy Federal Credit Union account creation

scampsrp

Currently I can't add any new accounts from Navy FCU. When I ask to Refresh any or all of the accounts it comes back and says "don't add to Quicken".

Quicken Alyssa

Hello @scampsrp,

I can definitely see how this issue is a confusing one and I am happy to help get it sorted out.

That "don't add to Quicken" selection you are seeing is displayed when the accounts returned to Quicken are already present and connected in the file. This feature helps prevent duplicate accounts from being added.

With NFCU being a bank that uses the EWC+ connection method, I think the best steps to take here would be the following:
1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL NFCU accounts in Quicken. Here are steps on how to do that.

3. Revoke Quickens Third-Party Access from the NFCU website.

4. Add accounts back into Quicken

When adding the accounts, the new one(s) should come up to authorize for use in Quicken, after you are redirected to the banks website. Once back in Quicken, you will want to make sure you choose the "LINK to existing" option, for any of the accounts that were already in Quicken.

I hope this resolves the issue you are having.