How do I refresh my financial institution information in Quicken?

Refreshing your financial institution profile in Quicken can help resolve connection issues or errors that may appear after the bank updates its system or changes connection requirements. This process ensures Quicken has the latest settings for communicating with your bank.

What is a financial institution profile?

Each bank that supports online connections in Quicken has a downloadable profile that defines connection methods, password requirements, download capabilities, and security settings. If this profile becomes outdated, it can prevent successful downloads or cause other sync-related issues.

When to refresh the profile

You're seeing repeated errors when updating an account
Your bank recently changed its website or merged with another institution
You're instructed to do so by Quicken Support

How to refresh the financial institution profile

1. Open the Online Center

Go to the Tools menu.
Select Online Center.

2. Select the financial institution

In the Financial Institution dropdown list, select the bank you want to refresh.

3. Open the Contact Info window with a hidden shortcut

Hold down Ctrl+F3, then click Contact Info at the top of the window.

4. Refresh the profile

In the list that appears, select the institution again.
Click Refresh. If an update is available, the Status column will say Needs Updating.

5. Complete the update

Click OK to close the Contact Info window.
In the Online Center, click Update/Send to initiate a connection to the bank.
If prompted, enter your bank password and click OK. (Some connections may not require a password.)

6. Repeat for other affected banks

If multiple banks are affected, repeat the process for each institution.

7. Confirm the update

Open the Contact Info window again.
Verify that the Last Updated date has changed and the Status no longer says Needs Updating.

Additional notes

This process does not download transactions or change any account balances.
Use this procedure only when troubleshooting or when advised by Quicken Support.
If refreshing the profile does not resolve the issue, you may need to deactivate and reactivate the account connection.

For related steps, see: Reactivating an account.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"