NEW 7/2/25: Truist Bank - Bank Option (BID) Change

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Coach Natalie
Coach Natalie Administrator, Moderator admin
edited July 3 in Current Online Banking Issues

We are currently seeing an issue where users connected to Truist Bank in Quicken Simplifi are no longer able to connect. This is due to a bank option (BID) change. To resolve this, please follow these steps:

  1. Make all of your Truist Bank accounts manual by following the steps here.
  2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank, and select the new bank option (BID) called "Truist Online Banking - WC".
  3. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here. 

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

ISS-11837690

-Coach Natalie

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