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How do I change "Financial Institution" in account list?

My mortgage company was bought out by another company. I would like to keep my original loan account and just change the account number and "Financial Institution" on the accounts page. It allows me to edit the information but it will not save it. Can anybody help?

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Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    To modify the financial institution’s name associated with an account, we must first deactivate the Online Services setup for the account.  If you haven't already, you may want to review: https://www.quicken.com/support/deactivate-online-banking-services-quicken-account.  Note: For an online-activated loan account it may be necessary to convert the loan into a manual loan: https://community.quicken.com/discussion/7164936/faq-how-do-i-convert-a-loan-account-that-automatically-downloads-transactions-to-a-manual-entry-sc.  Once the Online Services for the account have been deactivated, you should be able to edit the fields on the General tab of the Account Details window: open the account and press Ctrl + Shift + E.
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