I’ve been using Quicken for many years … and for the past 8 years or so I’ve had this annoying problem. Every time I would download transactions from my bank, I would get this dialog box popping up …
Of course Bank One had been bought out by Chase a few years ago, so the message was clearly wrong.
I finally got fed up with the annoyance and started searching for a solution … and I found one on the Quicken Community forums.
Here’s what I did to fix the problem …
- Back up the data file (just in case).
- Go to the “Online” menu, “Online Center”.
- While holding CTRL and F3, click on “Contact Info”. A dialog called “FI Action Required” should open.
- Locate and highlight the institution contained in the “Important Message” dialog, make sure it is the exact same one (in the case of credit cards there may be different states involved.
- Click “Delete”
- Click “OK”
- Perform a test one-step update to see if the message is gone.
In my case, when the “FI Action Required” dialog was displayed, I saw this …
Notice the two entries for “Bank One”? When I tried to delete the first Bank One entry, I got an error indicating that accounts were associated with this financial institution. But when I tried to delete the “Bank One (Chicago)” entry, I just got a warning message, and it deleted.
Then I ran the “One Step Update” and didn’t get the “Important Message” dialog!
Bravo! I’ve been annoyed by this for years and finally searched and found the answer here. Thanks for posting.
Thanks so much! I have had the same problem for years! This worked perfectly. I really appreciate it!!!!
I have tried this. Firstly, when I use control-F3-Contact Info, I don’t get the FI action required box. Instead I get “refresh online transaction information” box. Secondly, the institution from which I get the error message is not on the list. Thirdly there is no delete option to click. Does anyone have additional info that will help me?
Thanks for the tip. However, it only worked when I did F3-control-Contact Info instead.
Thank you very much! Two years of pain comes to an end!
Thank you so much! This got rid of the message for ” ZZZ – TD Banknorth NA -OLD “, which was driving me crazy!
This doesn’t work for me. Could it be because I run Quicken 2008 on a virtual XP machine on a Mac? CTRL+F3 does nothing. But CTRL+COMMAND+F3 gives me “Refresh Online Transaction Information” box.
oh my i have been tearing my hair out trying to fix a similar error. thanks for the post!!
If you are using Parallels Desktop for MAC, you can define keystrokes to be equivalent to Control+F3. Go into Parallels Preferences -> Keyboard and Mouse and you can define keystrokes. I set up “Control+3” to be used for “Control+F3” and now it does what it is supposed to do in Quicken.
If you have different virtual machine software, perhaps there is a similar capability.
Thanks! Actually using VMWARE FUSION, but fiddled with the keyboard shortcuts and got it to work! I’ve been seeing that TD Bank error message for so long, I’ve forgotten what a clean startup and close looked like.
Thank You!! ‘ing Quicken Tech support couldn’t get it done, but you managed to provide an easy fix. and it worked. Thanks!
WOW my ZZZ-TD Banknorth NA-OLD disappeared too. Thanks
Wow. Thanks for the tip. This has been bugging me for almost three months.
Thank you for your research and help on this issue. This problem has plagued me for over 5 years. I came to hate it. Your simple solution resolved this multi-year problem for good!
Brilliant! This message has plagued me for nearly 10 years. What a relief to be rid of it. Thanks!
You da man! Six months of TDBanknorth bugging the heck out of me on every single update transaction and your post allowed me to resolve in in 2 minutes. Much appreciated!
Awesome … got rid of ZZZ-TD Bank North that’s really annoying. Worked in Quicken 2010, just switch to classic menus. Thanks!
Thank you so much! This has been driving me batty for over a year.
Thank you so much. This works in Quicken Premier 2010. Tools > Online Center > Ctrl-F3 click contact info. This bothered me for a year! Great tip.
Thanks so much. This has been a problem for at least 6 months. Could they hide it just a little better?? Geeze!
This woprked for me on Quicken 2010 Delux
Yahoo! That fixed it! Plus I found the account that was reporting the error still had bill pay active. Reset that and all is good
June 2011 – Quicken Premier 2010 Win7
Works! Hallelujah. I’ve been searching for this fix for years. Thank you!
Thank you for sharing this; you could have fixed your own problem and been done with it. It is surprising how annoying that little bug was!
THANK YOU! I’ve been living with this problem for a year! What a relieve. Thanks again
I have no idea why it took me so long to google this problem but THANK YOU SO MUCH! OMG that was so annoying for so long.
Thank you SO much! Over 3 years with this annoying message. Finally, a fix that ACTUALLY works!!
OMG – This fixed the problem!!!! Thank you so much!!!
Many thanks. Found this post. Got rid of very annoying message after each update.
Thank you SO much! This finally eliminated the annoying problem I’ve had since TD Bank transitioned their services. Ahh…relief… Much appreciated!