how to modify a keychain for Quicken on my Mac

ekr4040

my brokerage account stopped updating and it says i need to update a keychain but I cannot find a way to do that. I need to change the user ID and it wont let me, will only let me change the password but both have to be done. Can anyone help me?

Quicken Anja

Hello @ekr4040,

Thanks for reaching out! Could you please provide the name of the financial institution you are experiencing this with?

As for needing to update login in info in Keychains—I suggest deactivating the account(s) experiencing this first, then removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution (and under the same credentials).

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution under the same credentials that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there is more than one account associated with this financial institution and credentials, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Spotlight Search (you will see a small magnifying glass in the top menu)
6. Search for Keychain Access and open the Keychain Access app
7. On the left panel in the Keychain Access app, select Login and select Passwords at the top
8. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
9. Quit the Keychain Access app and reopen Quicken
10. Navigate to Accounts > Add Account...
11. Use the search field at the top of the list to find and select your financial institution and click Continue
12. Follow the prompts to sign in using your login credentials associated with the financial institution
13. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Hope this helps!