PennyMac Issues

MSStateDawg

For several reasons that would require a doctoral defense essay to explain, I had to deactivate online services on my PennyMac account in Quicken. Mostly, it was about Quicken's prompt for the 2FA text message code being out of sync with PennyMac sending the code. Nightmare.

Anywho…

I selected Tools > Add Account in order to reconnect to PennyMac, but when doing so I'm not presented with the Link To Existing option - only Add or Don't Add. Why was Link To Existing not an option?

I proceeded to add it as a new account in Quicken, and it's now asking me to store my credentials in the Password Vault and the connection method Express Web. In the past, I did not have to store creds in Password Vault. Has PennyMac changed how they allow third parties to connect?

Edit:

Fortunately, I was able to roll back to yesterday's backup with trivial effort, so it's no longer an issue. [Edited - Readability]

Quicken James

Hello @MSStateDawg,

Thank you for bringing this issue to our attention in the Community. I am happy to assist!

One possible reason you weren't given the option to link the account to an existing account is that the account type may have been displayed incorrectly in the Add Account window after you entered your credentials. For example, a checking account may have been incorrectly identified as a savings account. Here is a Help Article that talks about adding an account and making changes on the Add Account page.

You should not have had to store your password in the password vault if you don't want to. On the login screen, make sure the box to Save to password vault is not checked.

I am glad that you were able to get the accounts connected and linked to the correct accounts in Quicken.

If you need any further help, let us know.

Thanks again.