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OneStep Update wrt to DiscoverCard migration to Capital One

KG26

I'm unable to change to the Capital One site for online access to update login information for the Discover Card account in account list. It automatically goes to Discover site. Deactivation and rebooting Quicken had no effect. Anyone have a fix other than deleting account and starting over with Capital One.

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Comments

pgavon

https://community.quicken.com/profile/10255475/KG26

I just completed the transition. When you open the "Account Details" for your Discover Card account, change the financial institution to "Capital One Card Services" and then save it. Then try the "online services process again. That worked for me.

Mike24

I can't find where I can update the financial institution to Capital One Card Services. When I try and update it takes me to the Discover website.

pgavon

https://community.quicken.com/profile/10255475/KG26

To update the Financial Institution, do the following:

Go to "tools" icon at the top of the page
Select "account list" under the tools items
Go to your "Discover" account and hit the "edit" button for the Discover Account
On the "Online Services" page, hit the "deactivate" button - This stops the one step update process.
On the "General" page of the Discover Account, the "Financial Institution" is on the top right
Change the Financial Institution to "Capital One Card Services" by typing it in
Hit "OK" at the bottom of the screen
Go back into the "Discover Account" on the Account List and hit "edit"
Go to "Online Services" page and hit "activate" which will start the process of connecting to Capital One

Give that a shot and see if that works..

KG26

Found the solution, first make a backup copy of your quicken account just for safety.

Go to Capital One login page sign in and confirm you Discover Account is listed. It was for me.

Next, in QUICKEN go to tools>account list>add account. Select Capital One for the banking server, sign in using login and PW for Capital One and it should populate with the Discover Card account you have in Quicken. Make sure it is linked to existing account in Quicken. You should see the transactions populate as normal. But some may be duplicated because Capital One has a later date than the Discover account had. Delete the duplicate transactions that had been previously downloaded from the Discover server and all should be good.

KG26

This would work for me because one step update was locked to the Discover server. See my work around below.

Mike24

Thank you both! I successfully changed it!