Can't reactivate online services

Bill318
Bill318 Quicken Windows Subscription Member ✭✭
edited April 3 in Download, Add/Update Accounts (Windows)

Quicken Classic PC

setup retirement account. turned off on line services. trying to reactivate online services and Quicken is wanting to setup a new account.

Went to edit account/online services/setup now

Asks to setup new account instead of being able to link to existing account.

Is there any solution or do I have to delete and start over with this particular account.

Financial institute is principal. This is for a 401 (k).

Any feedback/direction is appreciated.

Thanks, Bill

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bill318,

    We appreciate you reaching out to tell us about your issue!

    Instead of reactivating through the Set up Now button in the Online Services tab, I suggest that you please try reactivating via the Add Account flow instead.

    To reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect.

    {39CB12A6-B72D-440B-9461-E9333FE34E03}.png

    Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

    image.png

    Let us know how it goes!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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