Changing Quicken Account Download Info for merged bank

System
System Member admin
edited March 2022 in Download, Add/Update Accounts (Windows)
This discussion was created from comments split from: Why won't Quicken Sync with NETXinvestor anymore?.

Comments

  • lgdavis
    lgdavis Quicken Windows Subscription Member
    My bank got bought out. I need to change the download information for my accounts. ie new routing number. How can I do that?
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    I suggest you deactivate the Online Services of all of the registers associated with the original financial institution and clear the financial institution name field on the General tab.  After you have deactivated the Online Services of all of the registers associated with the original financial institution and cleared the financial institution name field,  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.
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