![]() Follow on-screen prompts to set up your account.Go to Account> Configure Automatic Downloads.Click “Check Status” followed by “Take Offline”.Double-Click on the account name for the account.If you don’t already have a Banktivity ID, you will have the option to create one when setting up your USAA account for Direct Access. If you are on an older version of Banktivity, Direct Access does require a subscription and a Banktivity ID. Please note that in the new Banktivity (version 8), Direct Access for investment accounts is included with the Silver tier. The alternatives for importing transactions from USAA are Direct Access or using Banktivity’s built-in browser (or an external web browser). As a consequence, we will no longer be able to offer this method of downloading. USAA made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX.
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