How do I change my customer ID in the Password vault?

I need to change my customer ID in the password vault and it will only let me edit the passwords not the customer ID.


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited April 2021
    You will need to Deactivate the account (on the Online Services tab of Account Details).  Then you can click on Set up Now on that same tab to Reactivate the account with the new customer ID. 
    During the setup process be sure to check the box to save your new login information to PW if that is what you want.
    Also, if you are prompted by Quicken during the set up process, be sure to Link the download to your existing account in Quicken or the set up process might set it up as a new account.
    (QW Premier Subscription: R42.21 on Windows 10)