I had to change the password for a Bank, when I tried to update, it asked for the new password

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DavidClarke
DavidClarke Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Windows)
How to a fix my issue of not being able to apply the new password for one of my banks.
I had to change the password for a Bank, when I tried to update, it asked for the new password - I added it, yet it didn't work. I also tried to change the password in the Password vault, but it said it was not required. Now what do I do?

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  • DavidClarke
    DavidClarke Member ✭✭
    Answer ✓
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    I have 7 accounts for this bank, do I have to deactivate/activate all of them?
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Hello @DavidClarke,

    Thank you for taking the time to visit the Community.
    DavidClarke said:
    I have 7 accounts for this bank, do I have to deactivate/activate all of them?
    Yes, you will need to deactivate all accounts associated with this bank. However, you can reactivate them all at once by going through Tools > Add Account.... Once you get past signing in with your bank credentials, it will pull up a list of all your accounts which you can then link to each account in Quicken to reactivate them all together.

    I hope this helps!

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

Answers

  • jldavid47
    jldavid47 Member ✭✭✭
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    When I've had this happen the following usually works:

    Go to Account details -> Online Services and Deactivate online services. Once that completes Activate online services again. That will lead you through the process and normally fixes the problem.
  • DavidClarke
    DavidClarke Member ✭✭
    Answer ✓
    Options
    I have 7 accounts for this bank, do I have to deactivate/activate all of them?
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options
    Hello @DavidClarke,

    Thank you for taking the time to visit the Community.
    DavidClarke said:
    I have 7 accounts for this bank, do I have to deactivate/activate all of them?
    Yes, you will need to deactivate all accounts associated with this bank. However, you can reactivate them all at once by going through Tools > Add Account.... Once you get past signing in with your bank credentials, it will pull up a list of all your accounts which you can then link to each account in Quicken to reactivate them all together.

    I hope this helps!

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

  • DavidClarke
    DavidClarke Member ✭✭
    edited January 2023
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    I tried the deactivate/reactivate suggestion which worked for a couple of days - today I am back to square one - cannot get into my bank's account. THEREFORE - this must be an issue on Quicken's side of things. Now what do I do? To deactivate/activate 7 accounts is tedious and I should not have to keep doing this
  • Quicken Anja
    Quicken Anja Moderator mod
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    Thanks for following up, though I am sorry to hear that the issue has returned and for any frustration experienced.

    Next, I suggest you try to deactivate all accounts for this financial institution once more, then force Quicken to "rediscover" all available accounts and see if this will help resolve it permanently. Please, follow the instructions below in order to do so.
    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Anja
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