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Quicken Classic for Windows
Signing in, Passwords, and Activation (Windows)
Update/change financial institution user id
mvwabc
How do you update/change the financial institution user id? I am using current version of for Window.
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splasher
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.
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