Editing One Step Update [Edited]

laspacht

I wish to edit the list of accounts at Charles Schwab that are updated with Quicken One Step Update but many of the lists accounts are shown with three dots. How does everyone edit the list of accounts in Quicken One Step Update?

Quicken Alyssa

@laspacht,

Thank you for posing this question!

I am not sure where you are seeing three dots, as I do not see that in my own One Step Update. I have some follow-up questions for you:

• Can you share a screenshot of what you are looking at?
  • If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
• Do you want these accounts to no longer update in Quicken at all, or do you just want to be able to choose which ones to update at any given time?
  • It is not possible to update only certain accounts held at one Financial Institution unless they are connected with different instances in Quicken. So all of the connected accounts for Charles Schwab will be updated at one time.
  • If you want to remove some accounts from the update altogether, you can disconnect the ones that you no longer wish to update.

Here are the steps to disconnect accounts. It is a good idea to save a backup before going through the steps.

To Deactivate an account

1. Select the Tools menu and select Account List....

2. In the Account List, select the account you want to deactivate, and then click Edit.

3. In the Account Details window, click the Online Services tab.

4. Click Deactivate next to the service you want to disable.

5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.

• Direct Connect users: If you are deactivating a Direct Connect account, you may see an additional prompt advising you to contact your bank to cancel the Direct Connect service. This is only recommended if you intend to deactivate an account permanently and need to contact the bank to stop any related fees.

6. Click OK to the confirmation message.

7. (Optional) If you do not intend to reactivate, contact your financial institution to cancel any fees they may charge for access to Quicken's online services. Deactivating the account in Quicken typically will not stop the service fee.

If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.

Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps in the article to reactivate.

I have linked to support articles above with complete steps. Please review those for more information.

Let us know if this answered your question!