USAA investment account transactions no longer showing up in Mint

USAA recently (Aug 11, 2014) made an update to their site which has since prevented Mint from downloading investment transactions.   Evidently Quicken customers experienced a similar outage in their service but were able workaround it by performing a "Direct Connect" for their USAA account, whatever that is.

What is the path forward for us Mint users?   


Answer

3 people found this helpful

I am still hoping for some kind of informed response with regards to USAA investment accounts.

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To recap:

On Aug 11, 2014 USAA switched over investment account services to a 3rd party (National Financial Services).  Internally, USAA assigned new account numbers to these accounts and has split records of transaction history before and after Aug 11 2014. 

Mint and Quicken customers have had service interruptions since this time.   Quicken customers have had to change from Direct Connect to Web Connect or vice versa to regain connectivity.

On Sept 28, 2014 USAA implemented a fix that seems to have restored Direct Connect (Open Financial Exchange) for Quicken customers.  Meanwhile Mint users are still unable to access investment account activity since Aug 11. 

The Mint interface does not show any connectivity warning icons for these accounts.  Indeed, the accounts show the correct current balance.  However there are no transactions listed after Aug 11.  It's as if Mint is still trying to access the old USAA account number and has not detected the new account that USAA has assigned for post-Aug 11 transactions.

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