Overview
You may have received an email or in-product message regarding some changes coming to your Bank of America accounts in Quicken.
What is happening?
Bank of America has discontinued Direct Connect and Express Web Connect, and updated to a new method of providing data to applications like Quicken, called EWC+. Going forward, you'll use a bank-hosted sign-in form to authorize downloads. The overall process for adding accounts and downloading is the same, but the screen you use to sign in to Bank of America will look different.
For your security, Bank of America may periodically request that you reauthorize your accounts in Quicken by signing in again. This may happen every 90 days or so.
What does this mean for me?
You will need to switch your accounts as soon as you receive the prompt.
This change will impact all Bank of America Direct Connect and Express Web Connect accounts, including Direct Connect Bill Pay.
Quicken for Windows: How do I switch my Bank of America accounts to the new connection method?
Before you begin: Do not deactivate and reactivate your Bank of America accounts while completing the steps below.
When you update your accounts in Quicken, you will be prompted to change to the new EWC+ connection method.
You may instead see a CC-902 or an OL-301 error like the ones below. In either case, you will need to click Reauthorize to continue.
All you need to do is sign in with your Bank of America credentials when prompted to establish a connection.
After you sign in, follow the on-screen prompts and select the accounts you want to connect in Quicken. If you receive a blank screen, a pop-up blocker could be preventing the Bank of America prompts from appearing. You will need to temporarily disable any pop-up blockers or update their settings to allow pop-ups from Bank of America.
Note: Make sure all of your accounts are checked, even if they're already added to Quicken or if they're in a different file.
Quicken for Mac: How do I switch my Bank of America accounts to the new connection method?
Before you begin: Do not disconnect and reconnect your Bank of America accounts while completing the steps below.
When you update your accounts in Quicken, you will be prompted to change to the new connection method.
You may instead see an FDP-390 error like the one below. You will need to click Set Up to continue.
All you need to do is sign in with your Bank of America credentials when prompted to establish a connection.
After you sign in, select the accounts you want to connect in Quicken.
Note: Make sure all of your accounts are checked, even if they're already added to Quicken or if they're in a different file.
Troubleshooting
If you encounter any issues while attempting to switch over your Bank of America accounts, first check the Quicken Community for alerts on widespread issues or Bank of America outages. If you need additional assistance, please contact Quicken Support.
