Cannot get Bank of America to share data

ASCDDS

I have to go through the reauthorize procedure everytime I want to download data from Bank of America. Now every time I try I get the message that the reauthorization failed. Quicken recently messaged that I needed to repath so that I am not using OneDrive so I did send it to a new path which is This PC>Windows>Users>ascdd>Documents>Quicken. I do not use a VPN and the firewall is off when I try. Is changing the path keeping me from reauthorizing?

Quicken Laura

Hi @ASCDDS,

Thank you for sharing the details of what you're experiencing.

After reviewing your setup, it appears you are currently using an older instance (zzz-Bank of America-Quicken). To ensure a successful connection, you’ll need to use the updated Bank of America option instead.

To correct this, please first deactivate the existing connections and then reconnect using the correct financial institution:

1. Deactivate the affected accounts

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. 
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).

2. Reactivate and relink the accounts

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 (do not choose Add, as that would create duplicates).
5. Click Next then Done on the last prompt.

Once completed, please let me know how it goes. I’ll be happy to assist further if needed.