Credit union visa card info - how do I change the customer ID

Richard Hall

I have two credit union visa cards. On the one that gets updated properly, the customer ID is good, but for the one that does not update, the customer ID is all "0"'s. How can I change that zeroed out customer ID. I think that is why it is not updating properly.

Boatnmaniac

Account Details>Online Services tab>Deactivate>General tab>remove all Financial Institution information in the upper right corner (including the Customer ID)>Online Services tab>Set up Now.

During the setup process you will be given the opportunity to link it to your Quicken account.  Be sure to link it or Quicken might set up a brand new account for it.

Boatnmaniac

Account Details>Online Services tab>Deactivate>General tab>remove all Financial Institution information in the upper right corner (including the Customer ID)>Online Services tab>Set up Now.

During the setup process you will be given the opportunity to link it to your Quicken account.  Be sure to link it or Quicken might set up a brand new account for it.

Richard Hall

Thanks! It worked this time. Hopefully it will keep working .

Boatnmaniac

You're welcome!