I've been using USAA with Quicken's One Step Downloads for years, but my USAA investment accounts would never download, even though the USAA Investment Company said their transactions would work with One Step. The accounts were online activated, but when I clicked on the download button within the account, it would do a QFX download, same as if I initiated the download from the USAA web page. Annoying as I download banking transactions every day and it would have been nice to get the investment ones.
Turns out USAA has a process for fixing this. I stumbled across a web page with instructions. The short version:
1 - Deactivate online access for each USAA Investment account from the Account Summary tab. Ignore the warning that says you need to contact USAA to close account. 2 - Disable all One Click downloads (including USAA Bank and non-USAA ones). 3 - Initiate a One Step Download. (This updates all the financial institution data in Quicken). 4 - Exit and restart Quicken 5 - Enable online access for each USAA Investment account. You will need to match the USAA Accounts with the Quicken accounts. Enter your USAA PIN as required. 6 - Initiate a One Click download, check all the appropriate account boxes and reenter your USAA PIN in the PIN Vault (optional).