My financial institution changed it's online access info. How do I update it in Quicken??

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eelizondo
eelizondo Member ✭✭
edited January 10 in Download, Add/Update Accounts (Windows)

Essentially my CU migrated to another URL. I deactivated the account and then followed these steps per Quicken support article:

  1. Choose Tools menu > Online Center.
  2. Select the financial institution you want to update from the Financial Institution drop-down menu.
  3. While pressing CTRL+F3 on your keyboard, click Contact info at the top of the screen. You must do all three at the same time.
  4. Select the financial institution you want to update, and click Refresh. The branding and profile information will be listed under current status as needs updating.
  5. Click OK.
  6. Click Update/Send, enter your financial institution Password, and select OK. Follow any additional instructions. 

When I click update/send, nothing happens. Is this a problem with Quicken (Windows 10 - Ver R53.16) or with my CU?

Thanks,

Eduardo E.

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    It would be helpful if you'd name the CU … as it's known in Quicken.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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