Bank of America Express Web Connect+ Not Completing

jrbrett
jrbrett Quicken Windows Subscription Member ✭✭
edited December 2025 in Errors and Troubleshooting (Windows)

BofA looks like they re-categorized my long-standing Money Market account to some kind of Savings Account. Same account #. It popped up when doing a regular account update. I didn't know what to think, as it didn't allow me to "link to existing account." I let it go through, and it created a new version of the account with very limited history. I restored from backup. re-ran, this time I skipped it. Ran update again, and now it showed up and did let me link to existing account, and proceeded. But… it never finished, hung. Windows Resource Monitor showed Quicken not responding. I kill Quicken (I'm an old hand, 20 years of this!) Open it back up, txns have downloaded. OK. Restore from backup, go through the same process, cannot complete. Validate & Repair is a clean bill of health. All other accounts from other institutions update no problem, if I do them one at a time instead of update all. BofA account is "borked." There is no version where I'm willing to accept the new account with a very limited history, and walk away from 10+ years of history in that account. Not doing it. This feels very much like when the migration of BofA to EWC+ was underway a few months ago, and there were HUGE issues that all had this kind of signature - inability to link existing accounts, etc. Pretty sure this is some edge case that Quicken needs to sort out.

Tagged:

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @jrbrett,

    Thanks for taking the time to share all of those details — I can definitely understand how frustrating this is, especially with years of account history at stake.

    To help narrow down what might be causing the hang during the Bank of America update, I’d like to gather a bit more information:

    • Is your Quicken data file saved directly on your computer’s hard drive, or is it stored/synced through a cloud or external location (such as OneDrive, Dropbox, or a USB drive)?
    • Are you using a VPN when running updates? If so, does turning it off change the hanging behavior?
    • Do you have antivirus or security software running that could be interfering, and have you tried temporarily disabling it to test?
    • About when did this first start happening?
    • Were there any recent system or software changes shortly before this issue began?

    Check back and let us know! Thank you.

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

  • jrbrett
    jrbrett Quicken Windows Subscription Member ✭✭

    Thanks. As of this morning, it has mysteriously cleared up and everything is synching again. FWIW, the answers to your questions are:

    1. Saved directly on my hard drive (very fast SSD)
    2. No VPN
    3. No Security interfering
    4. It began immediately after BofA made a change on their end where the account was no longer tagged as a Money Market account, but instead a savings account.

    It's pretty clear this was a handshaking issue with BofA, due to some sort of maintenance or tagging change. Who knows? I'm just surprised it only seemed to be me. Again, it was very similar to the mapping issues during the EWC+ migration with BofA - inability to map accounts to existing accounts, creating spurious new accounts that can't tie back. All of that fun we all went through a couple of months ago.

    Thanks again.

  • Quicken Anja
    Quicken Anja Moderator mod

    @jrbrett Thanks for the update and for sharing those details! I’m glad to hear that everything is syncing properly again.

    If anything similar happens again, don’t hesitate to reach back out.

    Thank you!

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

Categories