changing user name for bank account being updated with Express web connect

theis1950
theis1950 Quicken Windows Subscription Member
edited August 2022 in Download, Add/Update Accounts (Windows)
How do you change the bank login user name for an account that was previously set up via the Express web connect. password not changed, just user name.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited July 2022
    Hello @theis1950,

    Thank you for reaching out to the Community with your question.

    To make this change in Quicken, you will need to deactivate and reactivate the account(s) associated with the new username.

    Please, follow the steps found in this support article to deactivate. Once deactivated, to reactivate, navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories