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USAA - Missing Accounts

System

This discussion was created from comments split from:

USAA - Not All Account Are Showing.

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Comments

LLoop

I have the same problem with USAA.

I have a checking and a CD account. Both in Quicken but checking stopped updating transactions a while ago CD account is okay. I've tried everything I know of to get the checking account working but no luck. I've deleted both and started over but can only setup CD again … checking is not presented for selection.

What is wrong?

Quicken Alyssa

Hello @LLoop,

Thank you for sharing your experience and reporting the issues you are running into.

Please try the following steps to see if they resolve the issue:

Create a backup of your Quicken file first.
Deactivate all USAA accounts in Quicken.
1. Select the Tools menu and select Account List....
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. 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.
6. Click OK to the confirmation message.
7. 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.
8. 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 USAA website.
Reactivate the accounts in Quicken.
1. Go to Tools > Add Account.
2. Select the bank for the deactivated account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
5. Click Next, then Done on the last prompt.

If the issue is not resolved, please refer to this Community Announcement about a known issue that sounds like what you are describing.

Let us know how it goes!

Quicken Alyssa

@LLoop,

Just checking in, we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Quicken Alyssa

Hello again,

Checking in once more before this thread is closed.

Let us know if you still need assistance.

Thank you!

Quicken Alyssa

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!