Can't add new account - Royal Credit Union

Question

R68.31

I currently have 5 RCU accounts set up in Quicken and all downloads, etc work perfectly.  I recently opened a certificate (CD) for my 6th account.  When trying to add this new account to Quicken, Quicken does not list this account and thus cannot set this up. I have tried to deactivate ALL 5 accounts in Quicken and then tried to add the new account.  When doing this I was able to see the existing 5 accounts and they linked/set up just fine, but the certificate (CD) was still not listed.

This is an HSA certificate account (higher interest rate) and I will be opening 3 more over the next 12 months.

I get no error messages and yes, I can see the account via the banking app so it is funded.

Any thoughts on what to try next?

Sceptic · Answer

@John Dahlgren I agree with @UKR that contacting Quicken Support is probably your best bet.  But, I thought of something else for you to check or verify.   There are several FIs out there for Royal Credit Union.  It could be that one of the other FI will work for the new HSA CD.  Also sometimes, different credentials  and website are needed when an FI offers various products.  Just trying to think of some things that might cause this situtation.

UKR · Answer

If you haven't done so already, I'd say it's time to contact Quicken Support on the phone during posted hours of operation and request

help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

This problem, including some of your Quicken download log files, may have to be escalated to higher support levels.

John Dahlgren · Answer

The "missing" HSA Certificate/CD is indeed a deposit account at Royal Credit Union.  I did verify with RCU.

I did set up the account manually and attempted to link it today.  Quicken does not show this HSA account in the list of accounts available at RCU.  I have no issues with any of the other accounts.