User id inside password vault


I see how I can update a password in the password vault, but what about an id. When I set up an account, my SS# was apparently just a default usert name placed in their by the investment company and I set up Quicken with that id. Today they made me change it to something other than my SS#. How do I update the user id inside the password vault?



  • splasher
    splasher SuperUser ✭✭✭✭✭

    You have to de-activate and then re-activate the online connection for the account to change the username.

    From the Account List (Tools menu), click on the edit button for the account, select the Online Services tab and do it from there.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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