BrightDirections failing to connect on new 2FA step

ENS
ENS Quicken Mac Subscription Member ✭✭

The connection fails with an ACCOUNT_MISMATCH error before it lets you enter the 2FA code they send. The account works fine and worked fine in Quicken prior to January 31.

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  • Quicken Anja
    Quicken Anja Moderator mod
    edited 11:06AM

    Hello @ENS,

    Thank you for providing the details. Based on the screenshot and internal review of your account, you're experiencing a FDP-106 error. This typically occurs when the bank has changed the account name on their website or switched to a new account (for example, due to lost or stolen accounts).

    Please review this support article for FDP-106 for more information, and follow the troubleshooting instructions outlined below:

    Step 1: Deactivate the account(s)

    1. Go to the Accounts menu and choose Hide and Show Accounts.
    2. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists.
    3. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
    4. Click the Settings icon in the bottom right corner of the screen.
    5. Select the Downloads tab.
    6. Click on Disconnect Account. image.png
    7. Click Done. Do this on each account with this FI.
    8. Quit Quicken.

    Step 2: Reactivate and link the account(s)

    1. Reopen Quicken.
    2. Go to Accounts > Add Account.
    3. Type the name of the financial institution, make the appropriate selection, then click Continue.
    4. Enter your login credentials and click Continue.
    5. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    NOTE: This process will download 90 to 200 days of transactions, depending on your bank. If you find duplicate transactions in your account(s), you can delete these transactions from the account register.

    If the issue persists after following these steps, please contact Quicken Support for further assistance.

    Thank you!

    -Quicken Anja
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