How do I change password for my financial institution in Quicken for MAC
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Vlodek Gabara
Member ✭✭
I lost connectivity with my account (do not know why) when tried to reenter the password quicken responded that it can not find it. After several attempt I contacted the financial institution which gave me a pin with understanding that I can change within quicken. But for "direct connect" Quicken for Mac does allow me to change it. How can I do that?
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Best Answer
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Hello @Vlodek Gabara
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
To start, all of the accounts that will be using this new password/pin will need to be deactivated.
To deactivate an account:- Click on the account name in the bar down the side of Quicken Mac
- Click the Settings gear icon in the bottom right corner
- Click the Troubleshooting button
- Click the Deactivate Downloads button
- Click Save
Once all of the accounts have been deactivated, click on the (+) to add a new account and choose "Checking".
A new account won't be added, this method is used to link multiple accounts at the same FI at the same time.
Please choose the financial institution to form the bank list and choose "OPTIONS" then choose "Direct Connect."
Then sign in with the username and new password/pin.
After signing in there should be a window displaying all the accounts that have been found.
Ensure that the action column states "LINK" and not "ADD" as this will create a duplicate account.
Also, verify that the account name on the left matches the Quicken account name on the right.
If all looks well, select "Continue" and the accounts should be set up for automatic download.
Let us know how it goes!
-Quicken Tyka~~~***~~~5
Answers
-
Hello @Vlodek Gabara
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
To start, all of the accounts that will be using this new password/pin will need to be deactivated.
To deactivate an account:- Click on the account name in the bar down the side of Quicken Mac
- Click the Settings gear icon in the bottom right corner
- Click the Troubleshooting button
- Click the Deactivate Downloads button
- Click Save
Once all of the accounts have been deactivated, click on the (+) to add a new account and choose "Checking".
A new account won't be added, this method is used to link multiple accounts at the same FI at the same time.
Please choose the financial institution to form the bank list and choose "OPTIONS" then choose "Direct Connect."
Then sign in with the username and new password/pin.
After signing in there should be a window displaying all the accounts that have been found.
Ensure that the action column states "LINK" and not "ADD" as this will create a duplicate account.
Also, verify that the account name on the left matches the Quicken account name on the right.
If all looks well, select "Continue" and the accounts should be set up for automatic download.
Let us know how it goes!
-Quicken Tyka~~~***~~~5
This discussion has been closed.