USAA OFX connection instructions

George Tovrea's Avatar

George Tovrea

28 Jan, 2022 06:49 PM

I attempted to setup USAA OFX downloads using my existing client_id (retrieved as per the instructions) and QUICKEN "Access ID and Access PIN" (from QUICKEN password manager). This did not seem to work. When attempting to setup online service, I kept getting the error user id or password/pin incorrect. Do I need to generate a new access id and pin as per the instructions?

  1. 1 Posted by dtd on 28 Jan, 2022 08:40 PM

    dtd's Avatar

    just a user... I'm assuming you used the retrieval instructions to get the three items (i.e. you got all three from USAA, and by invoking the page to get access id and access pin, gave permission for Quicken to access your USAA data). Did you get an email verification that you had done so?

    (Also what version of MD are you using?)

    There have been two ways to "plug in" the information. They are now both in the Toolbox extension under OFX tools - they both basically create a custom online service for USAA.

    If this is the process you are following, we can go into whether you need to generate a new id (which if you've followed the process I describe, will be the same id/password) or whether you just missed something doing the process (I've recorded passwords incorrectly myself).

    Is Quicken Password Manager the same as the passwords provided by USAA following the instructions?

  2. 2 Posted by George Tovrea on 29 Jan, 2022 03:02 PM

    George Tovrea's Avatar

    Using MD2022.2. Followed the instructions from the link above. After step 2, received a "Success" banner. Selected an account and Online->Set Up Online Banking->USAA Custom Profile. When "Online Banking Authentification" window appeared, things went south. Not sure what to enter here: Access ID and Access PIN from step 2? User ID and password from web login? User ID and PIN from web login? Some other combination from these choices. In any case, the result was "The given customer ID or PIN is not valid".

    BTW, the id and passwords in the Quicken Password Manager are the same as those acquired in Step 1 of the link above.

  3. 3 Posted by dtd on 30 Jan, 2022 02:07 AM

    dtd's Avatar

    the items requested would be access id and access pin. given you followed the instructions, that should bring up the list of accounts available at usaa.

    if you still get customer id or pin is not valid - that's actually a good place to be, as it indicates you are connecting with usaa.... the issue is why the two items are not being accepted. i.e. all the fixes worked, you just aren't giving usaa the items it wants.

    hope that helps.

  4. 4 Posted by George Tovrea on 30 Jan, 2022 04:43 PM

    George Tovrea's Avatar

    Success! I noticed when using the Toolbox that there were several access id/client id pairs in the database. I assumed this was the result of choosing "Update previous version" when installing 2022.2. So I used Revo Uninstaller to remove all previous MD files and registry entries and did a clean install of MD 2022.2. I did a QIF export from (die) Quicken (die) to get my account names. Then followed the EXCELLENT instructions again. And voila, the setup went perfectly.

    Thanks dtd for the insights. :-D


  5. 5 Posted by dtd on 31 Jan, 2022 12:03 AM

    dtd's Avatar

    Fantastic that you have things working. It's also nice to clean things up.

    For others reading, another solution would have been to create a new MD database, and then do the last part (make QIF, etc.)... (that avoids the multiple id pairs issue George noted).

    Good luck moving forward!

  6. 6 Posted by Stuart Beesley ... on 11 Feb, 2022 05:22 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox 🧰 +1 😃

  7. System closed this discussion on 13 May, 2022 05:30 AM.

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