Update/change financial institution user id

How do you update/change the financial institution user id?  I am using current version of for Window.


  • splasher
    splasher SuperUser ✭✭✭✭✭
    Edit the account from the Account List (CTRL-A), then on the Online Services tab, deactivate One Step Update, delete the old information on the General tab, then re-activate on the Online Services tab.  Make sure that you "link" and NOT "add" (make a new account) the account to the existing account.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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