I cannot setup One Step Update on my Three Bank of America Accounts

ElizGarza7
ElizGarza7 Quicken Windows 2017 Member

I just learned that Bank of America will not allow us to download OFX files anymore. I read all of the troubleshooting articles on the Quicken Support page and I still cannot find a solution for my three Bank of America accounts. It's frustrating because all of my other bank accounts, i.e., Chase, American Express, Citibank have no problems. The problem is when I go to the Edit my account section and select the "Online" tab, there is no option to select One Step Update. I tried going to the One Step Update tab to see if it would allow me to add my Bank of America accounts and there is no option to add accounts.

Attached is a picture of what my page looks like. I need help, what do I do???? I am using Windows 11

Screenshot 2026-01-13 at 2.35.44 PM.png

[Edited - Removed partial account number]

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "Bank of America - All other states" is no longer the name you want to use. BofA made the decision to stop using that name.

    Try switching to

    Bank of America - Quicken https://www.bankofamerica.com/ 1-800-933-6262 https://secure.bankofamerica.com/login/sign-in/signOnV2Screen.go ACTIVE BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP