How to switch access on the account - death in the family
Hello - coming to this forum because I know absolutely nothing about Quicken, but am trying to help my 87 year old mom figure things out after my dad's recent passing. He was absolutely meticulous about keeping everything in Quicken, and really seemed to have a good system down. I've mostly figured it out in terms of how to use the software. That said, we've temporarily lost access to the bank (Wells Fargo Direct Connect) and are working on switching everything into her name there. Once we do that - do I need to completely set her up with her own Quicken account, or can I jut "reconnect" to the bank with her name/password? She's very worried that she's going to lose years of work, logging, reconciliations, etc. that dad did to keep track of everything. Any tips or information on how to get everything transferred and set up with her would be greatly appreciated.
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