BoAmerican authorization repeats and repeats (Windows)

Question

(I'm running R68.31, Build 27.1.68.31, on Windows 11 Enterprise.)

I have a Chase credit card, and Quicken works find with it - updating, etc., is as-always.

My difficulty is with my many accounts (checking and credit card) at Bank America.  I lost my wallet while traveling and now have replacement debit (checking) and credit cards.  (BoA sent the replacement credit cards to a next-stop on our travel itinerary, but the didn't arrive before we'd moved on, so we had those replacement cards (unused) canceled, and further replacements sent to our home.  Those are the cards we are now using.)

When I go to update accounts, I get this msg from Quicken:

When I click to reauthorize, quicken classic/intuit sends me to BoA.  First I get this page:

And when I click Sign In, I am routed to a BoA login page.  So far, this is all familiar from previous experience.  BoA asks me for my account and log-in information, and then texts an authorization code to my phone.  When I've done that I get a BoA screen asking what account(s) I'd like to authorize for use with quicken:

I have variously tried checking all the accounts, or just trying one at a time.  When I click Continue, I get a BoA web page of fine print terms and conditions for information sharing.  I indicate my consent and click a button to Share my Data.

I then get a Quicken message that my selected account has been authorized:

A short download screen follows (with a green progress bar), and I then get this Quicken screen:

I click Next, and am then back at the Quicken home screen.

So far, this all seems OK.

However, when I then go to Update Accounts, I again get this screen:

And it all repeats, over and over.

Everytime I try to Update Accounts, I'm asked to re-authorize.

My Bank of America "authorization" doesn't seem to stick, and I can't progress past this point.

Suggestions?

Thanks,

Bill

Quicken Janean · Answer

Hi @stego,

Since the reauthorization isn't sticking for your Bank of America accounts, please try a full Deactivate/Reactivate:

Deactivate (repeat for all BoA accounts, including hidden ones):

* 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. 
* Direct Connect users: If you are deactivating a Direct Connect account, you may see an additional prompt advising you to contact your bank to cancel the Direct Connect service. This is only recommended if you intend to deactivate an account permanently and need to contact the bank to stop any related fees.

7. 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.

Reactivate:

* Tools > Add Account
* Select Bank of America, enter your credentials, click Connect
* Choose LINK next to each account you want to reactivate
* Click Next, then Done

Given that your cards were recently reissued, this should clear out any old linkage causing the loop. Let us know how it goes!

stego · Answer

Thanks for the reply - I'm on my way out the door on a trip.  I'll answer substantively early next week when I'm back.

Bill

nmestanas · Answer

Interesting.  Once upon a time in the west (coast that is), I used BofA-All Other States for my BofA Checking.  A some point I had to reauth my connection and ended up with just BofA. This was sometime after the connection switch.  If I attempt to add an account now and search for BofA, I get the results below.

My BofA account connection

Add Account Search results.

When you reauth yours, do you still see BofA-All Other States?