How do I change the bank that owns and services a credit card. I don't want to lose history

debbieg5

I have a BJs card that was previously serviced thru Comenity bank. Today they changed and are now a part of Capital One bank. I changed the account name and put in the new account number. But I can't figure out how to change it from Comenity to Capital One for connection purposes.

Jon

Just disconnect the account and then re-connect it to the new bank. You'll probably have some duplicate transactions the first time you connect but you shouldn't lose anything. I'd make a backup of your file first just in case.

debbieg5

where do I do a disconnect? What screen? I saw a deactivate

Jon

Right-click on the account in the account sidebar & select Account Settings. Go to the Downloads tab & select Disconnect Account; then repeat those steps & select Connect Account. After you enter your login credentials for Chase, on the next screen make sure you select your existing Quicken account for your BJs card - it might default to creating a new account instead.

Or, instead of selecting Disconnect Account, select Change Connection. It should work pretty much the same but combine the disconnect & connect steps.

debbieg5

when I do a right click on the account name in the sidebar, I don't see an "Account Settings". I ssee "Edit/Delete account" and a few other things

debbieg5

if i go to Edit account and the Account Details screen, there are 3 tabs...General, Online Services and Display Options

Jon

Ah, crap, sorry, I failed to notice you're using Quicken Windows. I'm not sure exactly what the steps are to disconnect & reconnect your account but that's still the basic process you should follow.

Jon

OK, I think you want to right-click on the account in the sidebar, select Edit/Delete Account, and then go to the Online Services tab. Select Deactivate Account. When that finishes you can select the Set Up Now… button to reconnect it to Chase.

debbieg5

I really wasn't sure what release I was on. the notes say Version R47.15

debbieg5

the choice on the Online Services tab is "Deactivate". What will that do?

Jon

That's the option you want, it will disconnect your account from Comenity. When that's done there will be a Set Up Now button which you can select to connect the account to Chase.

debbieg5

does deactivating do anything to my history of transactions????

Jon

No, you don't lose anything.

debbieg5

OK....thanks for all of your help Jon. I'll do a backup before just to be safe