How do I update my username for a retirement account.

When I go to edit account, I am able to change the username, but it won't update when I click OK. I am unable to download through web connect and I believe it is because the ID is incorrect. I've been trying for MONTHS! Thanks!

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Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    To change the username you must first deactivate the account for downloading of transactions on the Online Services tab.  And then re-activate it using the new username.
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  • ses
    ses Member ✭✭
    Thanks Chris, but I"m unable to deactivate because I get a message that there are downloaded transactions that need to be accepted before I can deactivate -- except there are no unsaved transacations to save. I am going in a circle.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Try holding down Ctrl+Shift while pressing the Deactivate button.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    ses said:
    Thanks Chris, but I"m unable to deactivate because I get a message that there are downloaded transactions that need to be accepted before I can deactivate -- except there are no unsaved transacations to save. I am going in a circle.
    If you haven't already, you may want to review: https://www.quicken.com/support/quicken-says-there-are-transactions-accept-i-do-not-see-any
  • ses
    ses Member ✭✭
    Thanks I will take a look at the link you sent ....
  • ses
    ses Member ✭✭
    Okay ... another issue. I have an existing investment account. When I right click (edit) and then click on Online Services and try to activate for download, it prompts for the account name that I want to use. It won't let me use the existing name, but rather wants to create another account. How do I just activate the existing account without recreating a new one?
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    ses said:
    Okay ... another issue. I have an existing investment account. When I right click (edit) and then click on Online Services and try to activate for download, it prompts for the account name that I want to use. It won't let me use the existing name, but rather wants to create another account. How do I just activate the existing account without recreating a new one?
    I suggest you clear the financial institution's name on the General tab of the Account Details window before attempting to set up the Online Services.
  • ses
    ses Member ✭✭
    It then pops up and error that it cannot be left blank
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    ses said:
    It then pops up and error that it cannot be left blank
    You have to deactivate the account for downloading transactions before you can clear the information on the General tab.
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  • ses
    ses Member ✭✭
    This is so frustrating. I ran into this a year or so ago with another account, and I had to delete the account and start over, and I lost all of my history.
  • ses
    ses Member ✭✭
    Chris, the account is not activated
  • ses
    ses Member ✭✭
    I am trying to activate it .. without deleting it and creating a new account
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Try using Add Account (+ sign on the account bar).
    Even though is says add account you should get to a point where it is about to add it and it gives you a choice to add it or link it to an existing account.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 6
    ses said:
    It then pops up and error that it cannot be left blank
    I suspect you may be attempting to clear the wrong field on the General tab.  If the Online Services are deactivated, you should be able to clear the Financial institution.
  • ses
    ses Member ✭✭
    I did this when I added the account ..... not easy task. Had to enter every security in the account. I just tried to do it again to see if I got to a point where I could link .... it will only let me link to the existing for the first security, then each additional security it's looking for a different name....

    I give up.
  • ses
    ses Member ✭✭
    Sherlock - you are correct. I was clearing the account name not the financial institution. But ... when I did this, it brought me to the same issue as my response to Chris (see my reply above). It shouldn't be this difficult, right?
  • ses
    ses Member ✭✭
    I must be missing something.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited February 6
    ses said:
    I must be missing something.
    I agree and since we can't see your screen we are missing something too.
    It shouldn't be this hard to do what you are asking.  My best suggestion would be to contact Quicken support.  They can do a screen share with you and hopefully get things straightened out.

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  • ses
    ses Member ✭✭
    Thanks for trying : )
  • ses
    ses Member ✭✭
    Chris and SHerlock .... just an FYI. Just spent the better part of an hour with Quicken chat. THey cannot resolve either. I'm sunk.
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