Trouble adding second account

I have a checking account that's set up for online/onestep downloads. I also have a savings acct at the same institution and I'd like to turn on it, too. But I can't get the second account to 'go'. If I go to 'edit account' for the second account and hit 'online', it says "one step update is available" [which is not surprising], and so I click next and it asks me which institution -- and it has the correct one displayed, so I select that, but when I hit 'next' nothing happens. I restart Quicken and try again. This time 'next' gets me to a screen that asks for the password for that acct. I give it, it goes to update, comes back with "there are two accounts at that institution". SO: I click "different" and get to the institution-selection screen give it the bank, enter my credentials and it does a "Getting account information". Then "Account setup" and there are two accounts listed: the primary one is there and the new one is there with a checked-checkbox. Next screen: would you like to add the pwd to the vault. Click yes. and then I get to a "Setup complete" screen but the "view the account to enter transactions" box *blank*. And indeed, the account is *NOT* set up for download. [if I look at the OFX log, I can see quicken getting info for both accounts and I can even see it fetching the balance for the second account. But it still is set up as a "manual account".]

This with StellarOne, if that matters. Any idea why this is happening or what I can do to get the account activated? THANKS!

/Bernie\

Reply to
Bernie Cosell
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YMMV....I had a couple of these same difficulties over the years and I ended up calling the FI on the phone to get the d/l's. They have to set it up as being able to be downloaded. Other FI's no problem at all.

I have a checking account that's set up for online/onestep downloads. I also have a savings acct at the same institution and I'd like to turn on it, too. But I can't get the second account to 'go'. If I go to 'edit account' for the second account and hit 'online', it says "one step update is available" [which is not surprising], and so I click next and it asks me which institution -- and it has the correct one displayed, so I select that, but when I hit 'next' nothing happens. I restart Quicken and try again. This time 'next' gets me to a screen that asks for the password for that acct. I give it, it goes to update, comes back with "there are two accounts at that institution". SO: I click "different" and get to the institution-selection screen give it the bank, enter my credentials and it does a "Getting account information". Then "Account setup" and there are two accounts listed: the primary one is there and the new one is there with a checked-checkbox. Next screen: would you like to add the pwd to the vault. Click yes. and then I get to a "Setup complete" screen but the "view the account to enter transactions" box *blank*. And indeed, the account is *NOT* set up for download. [if I look at the OFX log, I can see quicken getting info for both accounts and I can even see it fetching the balance for the second account. But it still is set up as a "manual account".]

This with StellarOne, if that matters. Any idea why this is happening or what I can do to get the account activated? THANKS!

/Bernie\

Reply to
Meebers

Make sure that the account you are trying to activate is not hidden.

Reply to
sansspam

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