Having issues adding and updating my account.

I was able to successfully add my M&T Bank account with only 1 minor issue. Apparently it had an issue with my correctly entered password.
Now, while my account shows up under the accounts section, when I try to update, the following occur.
1. I get a dialog entitled "Online update for this Account" which offers check boxes to update my latest cleared transactions and to bring my payment information up to date.
2. When I click "Update Now", I get a dialog entitled "Please enter your Passwords" which tells me that to continue I need to enter my password for the following institution, which has my bank in the selection box.
No matter what I do at this point, I get no option to enter any password, even though my correct password is already saved in Quicken.
I have verified that Quicken has the correct password for my financial institution.

What am I not doing correctly?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @King Noman,

    Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

    First, could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. Please, follow the instructions below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!
    -Quicken Anja
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