Discover is changing to be Capital One

Question

I have been downloading transactions for my Discover Card for years. Recently Capital One took over Discover so now the account Capital One. It has the same account number. How do I transition my Discover Account to receive transactions from Capital One without losing past history?

Thanks in advance for your responses.

Quicken Alyssa · Answer

@Andrew Jarabak,

Thank you for following up with additional information.

I am happy to hear it has been working. If you need more help, don't hesitate to reach back out.

Thanks again!

Andrew Jarabak · Answer

@Quicken Alyssa

No they were already linked to the proper accounts. Just out of the blue asked me to reverify the accounts so I did and it's been working well since.

Thanks Andy

Quicken Alyssa · Answer

Hello @EB,

Thank you for adding to this discussion. Just checking in to see if you were able to get this ironed out.

It sounds like when going through the process, the accounts were added as new accounts rather than linking to the existing accounts in Quicken.

To resolve this, you would want to delete the new accounts, disconnect the original accounts, and try reconnecting everything again. Please follow the steps below:

* Create a backup of your Quicken file first.
* Delete the accounts that were added like new accounts.
* Deactivate all Discover/Capital One accounts in Quicken.* Select the Tools menu and select Account List....
* In the Account List, select the account you want to deactivate, and then click Edit.
* In the Account Details window, click the Online Services tab.
* Click Deactivate next to the service you want to disable.

* Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
* Click OK to the confirmation message.
* If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account, which will automatically deactivate the linked cash account.
* Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.

* Revoke Quicken’s third-party access from the Discover/Capital One websites.
* Reactivate the accounts in Quicken.* Go to Tools > Add Account.

* Select the bank for the deactivated account(s). If prompted, select the connection method.
* Enter your credentials and click Connect.
* When the list of located accounts appears, choose LINK next to each account you want to reactivate.
* Click Next, then Done on the last prompt.

Let us know how it goes!