Deactivate Accounts 1. Within Quicken, click on Tools and ...

Quicken Directions for non-migrated members
Deactivate Accounts

1. Within Quicken, click on Tools and then Account List.
2. Click the gray Edit button to bring up the Account Details screen.
3. Click on the Online Services tab and select Deactivate

4.
5. Return to the General tab and delete information in the Account Number and Financial

Institution fields.

6.
7. Repeat for all Navy Federal accounts within Quicken—even Hidden accounts.

Quicken Directions for non-migrated members
Direct Connect Download of Transactions – These steps may be performed immediately following

the Deactivation steps

1. Within Quicken, click on Tools and then Account List
2. Click the gray Edit button to bring up the Account Details screen.
3. Click on the Online Services tab and select either Set Up or Activate One Step Update

4. Enter the Name of Your Bank. Type in Navy Federal Credit Union-old.

5. Select Navy Federal Credit Union-old. Then enter the log-in credentials as prompted:
 Navy Federal Credit Union- old User ID/User Name = access number
 Navy Federal Credit Union- old password = User ID
 Navy Federal Credit Union- old requires that you enter more information in order to

connect = NFOAA password
6. Once completed, this screen should appear:

7. Then select “Link – to existing Quicken account” and select the corresponding account.
Once all accounts are linked, select Next. Click Finish when prompted

Quicken Directions for non-migrated members

Manual Download of Transactions - If the Direct Connect method is unsuccessful
1. Deactivating the accounts within Quicken and then logging into Navy Federal. (Using
Internet Explorer if possible)
2. Select an account within Navy Federal and select Download History
3. Click on Submit and then the green arrow next to Web Connect.

4. The following box will automatically populate within Quicken:

5. Select which existing account to link to, and then select Import. The transactions will
download within Quicken.

Quicken Directions for non-migrated members

Further Troubleshooting

Problem: A member who has deactivated accounts attempts the Direct Connect method. He/She
tries to download transactions and receives this error message:

Quicken is currently unable to verify the financial institution information for this download.
Please try again later.

Direct the member to go back into Quicken and make sure he/she has no hidden accounts in
Quicken that he/she failed to deactivate. Double-check all the accounts to make sure that the
account number AND the financial institution fields have been deleted from each account. Then
reattempt the download.

Problem:
The member is not able to delete the name of the Financial Institution underneath Account
Details. The name of the FI is frozen or grayed out.

Solution:
Direct the member to the Online Services tab and click on Deactivate One Step Update. Then,
return to the General tab and delete the name of the financial institution.

Note: If the Direct Connect, manual download, and troubleshooting methods are unsuccessful,
fill out the Issue Reporting Form in UAD with as much information as possible. Include error
messages the member is viewing, OS and version, Quicken version, access #, and a good contact
info/times to call member. Do not advise the member that he/she will receive a call back.

Problem:

The member gets error message when attempting to update accounts EWC-DC OL-238
Mismatch, CC-501 or CC-502.

This issue is caused by using certain special characters in the account login password that are
also used in code writing, resulting in internal XML errors. These special characters are
ampersand (&), left carat (<) and right carat (>).

Solution:

Log into Navyfederal.org and update password so it does not contain any special characters.
Then change password within Quicken to reflect your new navyfederal.org password