RE: NEW! 2/24/26 Bank of America Migration (multiple BIDS) Quicken

galahad

NEW! 2/24/26 Bank of America Migration (multiple BIDS)

Will the ZZZ- be removed and corrected by Quicken once the BoA migration is complete? Should I wait (please state ETA) and follow your posted instruction below now?

Thank you !!

Quicken Alyssa Quicken Windows Subscription Moderator mod12:50PM edited 1:57PM

Starting today, 2/24/2026, Bank of America will begin a migration where the following bids will be affected:

galahad

You are a super star today in my Quicken world. Can I start this process now or wait ? Thank you for providing a clear answer - and fast !!

galahad

You are a super star today in my Quicken world. Can I start this process now or wait ? Thank you for providing a clear answer - and fast !!

Quicken Laura

Hi @galahad,

Thank you for sharing your concern with us.

Yes, to remove the old instance labeled “zzz,” you’ll need to disconnect the affected accounts and then reactivate them using the new Bank of America instance. Please be sure to create a backup before proceeding.

Here’s how to migrate to the new instance:

Step 1: Deactivate all affected accounts

1. Go to Tools > Account List.
2. In the Account List, select the account and click Edit.
3. In the Account Details window, open the Online Services tab.
4. Click Deactivate next to the online service.
5. Confirm by clicking Yes.
6. Repeat these steps for each affected account.
7. Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

Step 2: Reactivate and link the accounts

1. Go to Tools > Add Account.
2. Search for and select Bank of America.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions to sign in.
5. When the list of found accounts appears, make sure to select Link to connect them to your existing accounts (do not choose Add, as that would create duplicates).

Once completed, the old “zzz” instance should no longer be connected.

Please let me know if you have any further questions. I’ll be happy to help!

Quicken Laura

Hi @galahad,

Yes, you can go ahead and start the process now.

If you have any problems, please let me know!

galahad

Only 1 question " What is the FI on - Revoke Quicken’s third-party access from your account on the FI website?

Quicken Laura

Hi @galahad,

It stands for Financial Institution: Log in to your bank’s website and revoke Quicken’s third-party access.

I'll be here to help if you have more questions.

Rocket J Squirrel

After seeing zzz in my OSU summary, but before seeing this forum discussion, I de/reactivated my 3 B of A accounts. It worked fine without my having revoked access. I'm not sure there is a way to do this on the B of A site.

miklk

I did the revoke access BUT all I get is

HTTP Status 400 – Bad Request

from BofA site so can't complete setup. I will try later