How can I add accounts under different uid/pwd at the same financial institution ?

Options
sanja1q
sanja1q Member ✭✭
edited April 6 in Download, Add/Update Accounts (Windows)

Have 2 or different uid/pwd accounts at a financial institution. Quicken connects to one and pulls all accounts under that login. Is there a way to add another login for the same institution?

Thanks!

Answers

  • sanja1q
    sanja1q Member ✭✭
    Options

    Actually, addressed this myself….opened an offline account and then edited the account details to make it online - that forced quicken to go through a new login process!

    Sorry for the bother.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Options

    You should be able to just repeat the Add Account process with the second ID and password. If the accounts are already set up in Quicken, be sure to link them rather than adding.

    QWin Premier subscription
This discussion has been closed.

Categories