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Quicken Classic for Windows
Registers & Transactions (Windows)
My investment institution is changing all my account numbers only
TedT_east & west
My investment institution is realigning financial adviser groups. As such the institution is changing all my investment account numbers.
Nothing else changes. On-line access, Customer ID, passwords, etc. all remain intact.
= = =
How do I change just the Account Number in each investment account?
= = =
Thanks
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Sherlock
After the account numbers have changed, the import of transactions my fail. If they do, I suggest that you deactivate the
Online Services
of the impacted registers. After you have deactivated the
Online Services
of the registers, select
Tools > Add Account...
. After you have authenticated, Quicken should provide the list of the accounts it obtained at the financial institution and allow you to
link
them to the appropriate existing registers.
TedT_east & west
Thank you. When the acct #'s chg I follow the steps and let all know results.
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