Hi all,
I'm happy to report that the transition from Suntrust to Truist went by and large extremely well, much better than I expected. The instructions were tedious to piece together but when followed and interpreted correctly actually worked. When adding my Suntrust Account to BBT Online, I was surprised that there were no duplicate transactions. However, there appears to be a couple of transactions that fell into the crack so to speak and were not downloaded. These were easy to add manually however. Everything else so far appears to be working well including downloads and bill pay through Direct Connect and there was no need to call either Truist or Quicken for anything. Hope everyone else has a good experience as well.
From reading some Truist online documentation, it matters whether online bill pay was setup previously. Apparently, you can't have both bill pay from Quicken and the Web. Not sure why this is so complicated but it is what it is. The bottom line is that when one removes their old Suntrust account from Quicken and adds in the Truist FI, you don't pick Truist (Web Express Connect only) but "BBT online" in order to get Direct Connect. Depending on how your Truist web profile was setup, you might have to call Truist and get Bill Pay added. I'm going through this soon, will let folks here know what happens.
Got a snail mail notice from Suntrust informing me of this. Interesting that they say: "if you use Direct Connect through Quicken and Quickbooks to pay bills, you may lose the ability to pay bills through Quicken And Quickbooks with Direct Connect. However, there may be other options available." Then they give a link to find alternatives where none is readily apparent. Perhaps they are going on the assumption that Web Connect Express is an upgrade to Direct Connect and we're stuck with web bill pay or Quicken Bill Pay.