Thanks for checking in with us, AmandaLJ.
When connecting your credit card or bank account, we have to determine how your bank sends the downloaded transaction. We'll need to connect only the parent account if the transactions are downloaded to one account. If it's downloaded to both parent and subaccounts, then we'll have to connect them both.
Also, we need to reconcile the parent account since all transactions in the sub-accounts are rolled up into it.
You can find additional information on the process and much more in the following articles:
If you encounter the error message "You can't change the parent of this account to Main Credit Card because it or its parent is already set up for Online Banking or Web Connect." Just follow the troubleshooting steps provided by GlinetteC and Tori B to get this sorted out.
Just in case you need further assistance about this one, feel free to contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.
Feel free to visit our Banking page for more insights about managing your bank feeds.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. You have a good one.
