How do I change both the login and password on an already established investment account?

I have an already established investment/bank account in Quicken. I changed both my login and password at the investment institution. How do I change both the login and password in quicken? I have Quicken for Windows. Thank you

Best Answer


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    I should have also mentioned that when all you want to do is change the PW you just go into your PW Vault and change it there.  But the Userid is protected in the General tab  so if you want to change it you need to unprotect it and then manually remove it via this deactivate/reactivate process.

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

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