I have 2 usernames and passwords that come on the screen when I contact my broker. How do I remove t
triggerp
Member ✭✭
How do I remove a username and password that contacts my broker. It is no longer valid
0
Best Answer
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To change the username associated with any bank account go into Edit Account Details for each brokerage account using the old username. Select the Online Services tab and Deactivate the account.When all accounts using the old username have been deactivated, use the Add Accounts icon from the Account Bar to add the accounts, associate them with the new username and password.
When you get to the list of all accounts found at your bank that you can activate ... If you are activating an existing account, make sure the dropdown button for that account says LINK. If it says ADD, change it to LINK and select the correct Quicken account. If it already says LINK, click the button and select the correct existing account register. If you do not do this, then the account will be added as a new account instead of being linked to the existing account register.Repeat this step for each account listed.
Change ADD to IGNORE for any account on the list that you do not want to activate at this time. You can always come back and activate more accounts later.
Click Next to continue.
6
Answers
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To change the username associated with any bank account go into Edit Account Details for each brokerage account using the old username. Select the Online Services tab and Deactivate the account.When all accounts using the old username have been deactivated, use the Add Accounts icon from the Account Bar to add the accounts, associate them with the new username and password.
When you get to the list of all accounts found at your bank that you can activate ... If you are activating an existing account, make sure the dropdown button for that account says LINK. If it says ADD, change it to LINK and select the correct Quicken account. If it already says LINK, click the button and select the correct existing account register. If you do not do this, then the account will be added as a new account instead of being linked to the existing account register.Repeat this step for each account listed.
Change ADD to IGNORE for any account on the list that you do not want to activate at this time. You can always come back and activate more accounts later.
Click Next to continue.
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