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

pzwdavis

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

Greg_the_Geek

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.

Greg_the_Geek

I suggest deactivating Online Services and then reactivating and linking to the Schwab brokerage account.

pzwdavis

I can't get the settings button to show on this brokerage account--only on another bank account.

pzwdavis

Oh. Now I've found the settings button--it's grayed out. What next?

Greg_the_Geek

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.