Synchronize with 2-factor ID

David Simel
David Simel Member ✭✭
in Investing (Windows)
How do I set up Quicken to synchronize with a brokerage when I switch the brokerage to 2-factor identification?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Quicken only uses Direct Connect for brokerage accounts.
    Direct Connect has a different security model than the website.  So most likely if you turn on 2-factor identification on their website it will have no effect on you downloading transactions.

    I don't know of any financial institution where multiple factor identification affects Direct Connect, but if it was to happen, and if Quicken understands how to handle it, Quicken would prompt you.  There isn't any way to "setup/sync" such information.

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