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Bank of America and Quicken

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Porter Smith

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Aug 31, 2016, 8:56:10 AM8/31/16
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I currently enjoy free access to my Wells Fargo accounts (Checking,
Savings, Visa card) from Quicken via One Step Update, I am being pressured
to switch to Bank Of America. How well does BoA play with Quicken? Do they
require a monthly fee to use OSU?

Thanks

Ken Blake

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Aug 31, 2016, 10:42:02 AM8/31/16
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I use BoA with Quicken 2016 Deluxe. I also have Checking, Savings, and
Visa card accounts. OSU works fine with them.

I don't pay a monthly fee, but I think the fee is waived only if you
maintain a minimum balance. Ask them to be sure.

Milkyway

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Aug 31, 2016, 1:53:44 PM8/31/16
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On 8/31/2016 10:41 AM, Ken Blake wrote:
> OSU works fine with them

What is OSU?

Eric Jackson

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Aug 31, 2016, 2:08:55 PM8/31/16
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One Step Update.

John Pollard

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Aug 31, 2016, 3:54:03 PM8/31/16
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"Porter Smith" wrote
-----------------------------------------------------------------------------------

I've used Direct Connect downloads with BofA for years. I rarely have any
problems, and when I do, they're quickly dealt with.

I believe that BofA recently stopped charging for Direct Connect downloads:
you should contact them.

Ron Young

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Sep 26, 2016, 2:26:32 PM9/26/16
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I just talked to Bank of America and they said they dropped their fees as of Sept 2015.
Now I am trying to direct connect, but I have credit cards as well as savings and checking accounts and it wants me to pick Checking or Savings for each of my credit cards.
What should I do for them?
...Ron

Ron Young

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Sep 26, 2016, 2:32:26 PM9/26/16
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I tried to pick Checking or Savings so I could ignore but it refuses and says pick so I can't add the Checking, Savings, or credit card accounts!

Bartt

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Oct 25, 2016, 2:44:37 PM10/25/16
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I could be that the BofA credit card isn't enabled for Online access properly.

If you have any accounts working correctly, make note of the FI association for that/those accounts.

Open the one that isn't behaving property & Deactivate them, then re-establish Online Access for those accounts, using the same FI as the account that is working.

When you sync, it should find the problematic accounts & guide you through associating them with existing Q accounts.
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