How do I change the user name and password for a brokerage account?

I changed my Schwab username and password and now Quicken will not download updates. How do I change the Schwab username and password in Quicken

Best Answer

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Accepted Answer
    Sorry, I didn't realize you were using a Mac though I did find this article:

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Deactivate a Quicken for Mac account

    1. Click on the account name in the bar down the side of Quicken Mac
    2. Click the Settings gear icon in the bottom right corner
    3. Click the Troubleshooting button
    4. Click the Deactivate Downloads button
    5. Click Save

    What if the Deactivate button is grayed out?

    This could be a sign of data integrity issues and we recommend you contact Quicken Support.

    Quicken Subscription HBRP - Windows 10

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    I suggest deactivating Online Services and then reactivating and linking to the Schwab brokerage account.
    Quicken Subscription HBRP - Windows 10
  • pzwdavis
    pzwdavis Member ✭✭
    I can't get the settings button to show on this brokerage account--only on another bank account.
  • pzwdavis
    pzwdavis Member ✭✭
    Oh. Now I've found the settings button--it's grayed out. What next?
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Accepted Answer
    Sorry, I didn't realize you were using a Mac though I did find this article:

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Deactivate a Quicken for Mac account

    1. Click on the account name in the bar down the side of Quicken Mac
    2. Click the Settings gear icon in the bottom right corner
    3. Click the Troubleshooting button
    4. Click the Deactivate Downloads button
    5. Click Save

    What if the Deactivate button is grayed out?

    This could be a sign of data integrity issues and we recommend you contact Quicken Support.

    Quicken Subscription HBRP - Windows 10
This discussion has been closed.