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How to Change FI

I have a retirement account which recently changed its financial institution. Nothing about my account or holdings changed, except I now have to access my account online through a new FI. How should I handle this in Quicken? Should I just edit the name and logon credentials for the existing retirement account?

Best Answer


  • shelquis
    shelquis Member ✭✭
    OK, thanks, I think I've got it. I'll let you know if I have any trouble.
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