I changed my investment account password already w/the investment account... How do I update Quicken

Pat Duggan

I changed my investment account password already w/the investment account... How do I update Quicken
All I want to do is update the password to the new one I have, not reask the investment account to change it again via Quicken for MAC... I don't see a way to do this, and I don't recall the old password

John_in_NC

Direct Connect accounts encrypt your credentials in the MacOS System Keychain.


Go to Keychain Access (Applications:Utilities) and run the program. Search for the Financial Institution's (FI) name there, and you will find a Quicken key for that FI. You can either delete the key (and Quicken will prompt you for the passwords next update), or you can change the password directly within the key if you are familiar with doing that.

This will simply update the credentials you use to logon. It will not make the call to your bank to create a new password.

John_in_NC

Direct Connect accounts encrypt your credentials in the MacOS System Keychain.


Go to Keychain Access (Applications:Utilities) and run the program. Search for the Financial Institution's (FI) name there, and you will find a Quicken key for that FI. You can either delete the key (and Quicken will prompt you for the passwords next update), or you can change the password directly within the key if you are familiar with doing that.

This will simply update the credentials you use to logon. It will not make the call to your bank to create a new password.