Synchrony Bank One Step Update

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Dr J G
Dr J G Member ✭✭
One step update with Synchrony Bank is extremely slow. Any suggestions ?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Thank you for following up.

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "rediscover" all available accounts and see if this will help resolve itPlease, follow the instructions below in order to do so.
    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    Once that is done, see if the issue still continues to persist.

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Dr J G,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    To gain a better understanding of what you're experiencing; are you only experiencing this slow processing time when updating Synchrony Bank accounts, or with other accounts from other financial institutions as well?

    Thank you!

    -Quicken Anja
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  • Dr J G
    Dr J G Member ✭✭
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    Yes, this only occurs with Synchrony Bank . I realized it was Synchrony when I isolated the single download.
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options
    Thank you for following up.

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "rediscover" all available accounts and see if this will help resolve itPlease, follow the instructions below in order to do so.
    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    Once that is done, see if the issue still continues to persist.

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Dr J G
    Dr J G Member ✭✭
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    Thank you, Anja. Followed your advice and now the download seems to be working much quicker.
  • Quicken Anja
    Quicken Anja Moderator mod
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    Thanks for the update! Glad to hear that worked for you. :)

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Dr J G
    Dr J G Member ✭✭
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    Anja, I'm sorry to report that Synchrony is still taking a long time during the One Step Update. Must be something going on at Synchrony. Thank for the help anyway.
  • Quicken Anja
    Quicken Anja Moderator mod
    Options
    Thank you for coming back to update.

    If you're still experiencing it, then I'd recommend reaching out to Quicken Support directly for further assistance and possible escalation if they see fit.

    I apologize for any inconvenience! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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