Here is what you should see next time you log into BofA to verify the account and restore Quicken downloading functionality.
On logging into BofA, you will see the first image, below.
When you read it carefully and tap OK, you will get another dialogue that looks like the second image, below.
At this point you will have 10minutes to go back to Quicken and do your BofA update. Mine worked perfectly and my ability to download restored.
QW2107 H&B here....
FYI - you must do the above procedure from the Windows default browser. I was working with someone whose Windows default browser is Edge, but he always uses Chrome to log in to BofA. He was getting the OL-301 error. When we logged in to BofA from Edge, and he went through the verification procedure that popped up per Scott's post, everything worked.
Hope this helps.
You need to do that in order for Quicken to be able to communicate to BofA via direct connect. I didn't see this at first when I logged on to BofA. So I called BofA and talked to a tech. She helped me to get that prompt that Scott showed on his post and everything is working again. She also told me that BofA is familiar with this issue since mid-September (same time as when R15 was released).
Also, in my case, I found (after talking to the tech) that I have another BofA account that is used for communicating between Quicken and BofA. This account is different from the one I normally use for logging on to BofA to do my usual business on the website. Once I followed the steps described by Scott, Quicken now works fine. I just want to share this in case you my have setup Quicken using another BofA account, especially if you are a long-time user of Quicken. You may have forgotten about it just like me. =)
I also experienced some problems with Quicken Bill pay at the same time last week. It was resolved and the Bill Pay folks said it was not due to the security changes at BoA but it was very coincidental. If I have persistent problems I will check back and update.
I tried calling quicken and the tech guy didnt know anything about the error, he was so slow, he must have been reading the directions while I waited. He wanted to trouble shoot so many different things, I felt were unrelated. I was looking for a direct solution related to this known problem. I had to go. Their must be many people experiencing this same problem. Any solutions on how to verify BoA online accounts for use with Quicken now that the window is gone? BoA doesnt even know what Im talking about.
I checked my bank account (under accounts in quicken) and it is Direct connect) I was going to reset it. But I decided to login to BofA again I was going to change the nick name first. I used the default browser (as suggested above) and presto, the BofA online banking gave me the splash screen( upon logging in to online banking) Remember, I tried the exact same process earlier in the day and the splash screen didnt pop up; so if not working try again later. The splash screen said that I had 10 minutes to update accounts in quicken. And it updated! Too bad tech support at BofA nor Quicken knew haw to solve this issue. They're clueless! And shame on BofA for not supporting some of there best customers, by helping and posting more information about the changes they plan to require far in advance!
Unfortunately, I've now logged about 6 hours trying all sorts of combinations to get this to work. I spent time on the phone with both Quicken and BofA support and neither was helpful. I can't get the splash screen to appear no matter what browser I use. I tried direct connect and got an error. There are multiple Bank of America Financial Institution options. I only have 2 credit cards I'm trying to connect to. I've reset the accounts and deactivated multiple times using various combinations. It's clear the problem is on the BofA side as they were able to see that the query was polling a process that was discontinued in October 2016, which is why I can't get any recent transactions to download. They have no idea on what to do and can't even escalate the problem to a higher level tech support. They see I've been a customer since 1999. They suggested I just download the file from the BofA website and import it into Quicken, a procedure we used to use about 20 years ago. I told them I would prefer just to close my accounts and get replacement cards elsewhere where I can download transactions. it's quite pathetic and a shame they put their customer support people in a position with known issues and no way to resolve.
If you attempt to download from Bank of America before verifying your accounts, you may receive an error in Quicken:
Evidently there is a validation process included and is being done incrementally
This is an article on the home page under top issues
After several months of the Quicken One Step Update process NOT being able to update my accounts at “Bank of America-All Other States” I was pleased today for the One Step Update to complete for Bank of America just after (fortuitously!) I had accessed BofA to check my current balance.HOWEVER, I was very disappointed the Quicken ‘One Step Update Complete’ message to only show “23 new transactions” . . . At this point I have, literally, hundreds of ‘missing’ transactions . . . Will there be a process for me to access and download those many, many missing transactions?
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