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Changing Financial Institution on Retirement Account

unknown

I set up a 401k account in Quicken for Mac 2017. Since the company that manages our 401k doesn't have an option to download, I set up (or thought I did) the account to be manual. I noticed today that there is a random bank assigned to the account. When I go to the account settings I can't change the Financial Institution for the account. Is there any other place I can change or remove the current financial institution?

As of now this doesn't effect anything, but in the event the bank decides to allow us to download from their website, I want to be able to connect the account.

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RickO

menu Account > Settings then the Troubleshooting tab

unknown

There is no 'troubleshooting' tab there since the account isn't linked with Quicken. The only option I have it to set up automatic downloads.

RickO

There is no 'troubleshooting' tab there since the account isn't linked with Quicken. The only option I have it to set up automatic downloads.

In that case, I wouldn't worry about it. If downloads become available for that brokerage, you should be able to use the option to set up downloads at that time.