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How do I change my financial institution name

Camate60

My bank merged with another one and changed names. Now I can't get any updates on my account as of March 14th. The account numbers stayed the same. Please advise. Thanks.

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Accepted answers

splasher

Have you checked the "new" financial institution's website to see if they have any instructions on how to handle the changeover?

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Greg_the_Geek

Deactivate and Reactivate Online Banking Services for a Quicken Account

Camate60

It continues to point to the old bank.

Greg_the_Geek

When you go to reactivate, are you choosing the new bank name? What is the new bank name?

Jim_Harman

Make sure you type in the new financial institution name in step 4 of Reactivate.

This will not change the account name as displayed in Quicken, even though the downloads have been changed to the new bank.

To change the account name, open the account and click the gear at the top right. Select Edit account details. You should see the new Financial Institution name at the top right. You can give the account any name you want.

splasher

Have you checked the "new" financial institution's website to see if they have any instructions on how to handle the changeover?

Camate60

Actually, I saw where to make the change, but all I keep getting is an error message that I can't reach the Quicken file servers. I've been trying for hours. How can that be?