"Web Connect" is nothing more than what the OFX server would have responded when sent the request for transactions in the OFX/Direct Connect protocol, but in file form. So, the original Express Web Connect was "Log into the financial institution as the user and download the Web Connect/QFX file and import it." There are two problems with this.

In the case of Citibank they only supported Express Web Connect for their bank accounts, and then with Citi Cards they supported Express Web Connect and Direct Connect. But once they switched to Express Web Connect + now all of a sudden if one goes to try to setup for Direct Connect it isn't available in R54.9 and later.

In brief, Web Connect is the more secure, stable, reliable method. The only disadvantage - and it is a significant disadvantage - is it is considerably more time consuming. I used Express Web Connect for a very long time with RBC and BMO - measured in decades; however, I've reverted to using Web Connect for a couple reasons.

2024年8月26日 · When TD started to have download issues, none of the alerts posted by Quicken staff noted if it was for Direct Connect or for Web Connect, so I took it as ALL methods were broken. Then when it was announced it was restored, my previous method of Direct Connect still refused to work and as a test, I switched to Web Connect and found it worked.

2024年3月20日 · Quicken support told me to just keep trying to import the data but if I try to import the data, delete all the "new" items - Quicken will not allow me to try to import the file again and I'm running in circles restoring from backup. Any help is appreciated!

2021年11月1日 · This merger is obviously complicated on the backend. > > If I log into Truist and manually download the quicken file it turns off express web connect because the downloaded file is a SunTrust file. > > The whole thing is a cluster. I shouldn't have tried to use express web connect to begin with. I absolutely agree!

I have worked with Quicken and with PNC and Quicken is aware that in some cases Quicken cannot connect to PNC. The work around is to go to PNC, select the account you want to "download" transactions and there is an export button. When you open the download, MAKE sure that you connect to an existing account and then select the correct account.

First Reconcile all your Schwab account in Quicken as of the last Month End. Back up the file at that point in a new folder so you can get it back to restore if needed. Next open Quicken and on the account list open each Schwab account to EDIT the account. Click on the Online Services tab - Deactivate the account.

With Web Connect, Quicken NEVER sees or knows your FI's website password. So, please clarify which you are asking about. -splasher using Q continuously since 1996 - Subscription Quicken - Win11 and QW2013 - Win11 -Questions?

2024年1月21日 · Updating a PNC Bank account from within Quicken is done by Express Web Connect+ (or Direct Connect), not Webconnect. Web Connect is the process of manually downloading from the financial institution's website and then manually importing into Quicken. I am assuming your want to restore Express Web Connect+ downloads.