Dale Grupe said:
I finally found the right person at the credit union. Problem solved!
And...where did you get to connect via Direct Connect from? Because, as shown above the only options are Express Web Connect and Web Connect. Something doesn't sound kosher here. You can't connect via Direct Connect just by someone giving you a password. Doesn't work that way. The bank has to enroll with Quicken to offer Direct Connect...and the Direct Connect connection has to be made available when you add or edit your account. And as thecreator has shown, that option isn't even available. So, either there's some backdoor connection...or you're misrepresenting what you think Direct Connect actually is. I'm really confused how this transpired.
I'm looking at the previous screen capture from thecreator that specifically shows Express Web Connect and Web Connect as the only choices.Of course, if you select a DIFFERENT financial institution that is different than what was posted, there are other options. And that explains that.