How can I change the username & password for a financial institution in the password vault?

tjones2033
tjones2033 Quicken Windows Subscription Member ✭✭
edited June 2021 in Download, Add/Update Accounts (Windows)
How can I change the username & password for a financial institution in the password vault? Only options for changing password are shown.

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  • Quicken Hugh
    Quicken Hugh Quicken Windows Subscription Alumni ✭✭✭✭
    edited December 2020
    Hello @tjones2033,
    Yes, you are correct, the Password Vault only holds the passwords for your Financial Institution. (You can see additional information about the Password Vault here.)

    If you need to change both the login and password for a particular Financial Institution, see the article @Sherlock astutely referenced. Then LINK your account(s) carefully.
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    To reset the username, deactivate the Online Services of the registers associated with the original username and provide the new credentials when you subsequently set up the Online Services.  You may want to review: https://www.quicken.com/support/reactivating-deactivated-account
  • muchy1
    muchy1 Member ✭✭✭
    Sherlock to the rescue again! Thanks, I needed that info too.
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