Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Investing account is linked to wrong bank for downloads. How do I change?
dlipetz
One of my investing accounts is with Stash. While trying to setup the account for download, I inadvertently selected the wrong bank. I cannot find where to change this.
Edit Account Details/Online Services/Online setup has the "Set up Now" button, but when I click it, it tries to run an online update and takes me sign in screen dialog for the incorrectly selected bank.
How do I change this bank assignment?
Find more posts tagged with
Investments
Online Banking
Accounts
Accepted answers
Frankx
Hi
@dlipetz
I suggest that you go to the "General" tab of "Edit Account Details" and if there is any information in the "Account Number", "Routing Number", or "Customer ID" fields you should delete it. Then try connecting again.
Let me know how that goes.
Frankx
All comments
Frankx
Hi
@dlipetz
I suggest that you go to the "General" tab of "Edit Account Details" and if there is any information in the "Account Number", "Routing Number", or "Customer ID" fields you should delete it. Then try connecting again.
Let me know how that goes.
Frankx
dlipetz
Frankx - thanks for getting me on the right track. While the Routing Number and Customer ID fields were blank, the Financial Institution field was editable (it is not on the online services tab), so all I had to do was delete the entry from the Financial Institution field and I am good again. Thanks for the help!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
