Fidelity Signature Visa (Elan Financial) and Passcode connect requirement in Quicken

smess
smess Quicken Windows Subscription Member ✭✭✭
edited September 24 in Download, Add/Update Accounts (Windows)

I recently started using a Fidelity Signature Rewards Visa and every time I use One Step Update to connect to Elan Financial (the bank that this goes through), I'm prompted to enter a passcode that is texted to me. I've never seen this with any other credit card in Quicken Classic (even cards that have texting security alerts set up). I also don't see any options within the settings of the card's website to modify this. Does anyone else have experience with this or know how to disable this and still use "One Step Update"?

Quicken Elan1.png Quicken Elan2.png
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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @smess,

    Thank you for reaching out to the Community with this question. To clarify, are you able to connect and update your account, but don't like having to perform multi-factor authentication every time? If you are not able to update your account, are you seeing any error messages/codes?

    It is the financial institution that decides if multi-factor authentication will be required and how often to require it. Some financial institutions do require you to complete multi-factor authentication every time you update your account in Quicken. Have you reached out to the financial institution to see if there are any security settings that can be changed on their end to reduce how often you need to perform the extra authentication?

    I hope this helps!

    Quicken Kristina

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  • smess
    smess Quicken Windows Subscription Member ✭✭✭

    Yes, I'm able to connect and update, but don't like having to have my phone beside me whenever I use One Step Update (it's inconvenient) to receive a code. I would think that the security measures within Quicken that permit the connection to a financial institution from the beginning should remain. It has just not been my experience with any of the credit cards (probably half a dozen or more) that I've used over the years with Quicken over the years. I searched their website, but perhaps I can reach out to them by phone. Thanks for confirming that this is (somewhat?) normal for some institutions.

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