How do I work with the Password Vault and stored passwords?

If you are having password issues, please see this support article. You can also contact support.

Financial institutions universally require passwords to access their online services. If you do business with multiple financial institutions, this can add up to a lot of passwords.

You can enter your passwords individually when you update your accounts, or you can use the Password Vault in Quicken to keep track of all your passwords and send them automatically to your financial institutions with a single click when you update your accounts.

About the Password Vault

The Password Vault is a secure and convenient way to store multiple financial institution passwords, all accessible with a single master password.

• You can open the Password Vault to add, remove, or change stored passwords at any time.

• The Password Vault uses industry-standard encryption to save your passwords and removes them from memory when they are no longer in use.

To add your passwords to the Password Vault

1. Choose Tools menu > One Step Update.

2. If you have an existing Password Vault, click Settings immediately after typing your password.

3. In the One Step Update Settings dialog, click Manage Passwords just to the right of the Download Transactions and Balances heading at the top of the window.

   • If you already have a Password Vault, Quicken opens the Edit Password Vault dialog.

   • If you don't have an existing Password Vault, Quicken displays the Password Vault Setup wizard.

4. Select the financial institution for which you want to store a password.

5. If you have more than one customer ID at this financial institution, select the customer ID corresponding to the password you want to store.

6. Enter the password to use to connect to your financial institution. If you're in the Edit Password Vault dialog, click Add Password.

Notes:

• When you use One Step Update from now on, Quicken prompts you to enter only your Password Vault password (plus any passwords that aren't stored in the Password Vault). Stored passwords are filled in automatically.

• For security purposes, your vault password must be at least six characters long. Choose a password that contains at least one digit (0--9) and at least one letter (a--z).

• You can change the vault password or stored passwords at any time. To completely reset your Password Vault, first print it to obtain a record of the stored passwords, then delete the vault and start over.

• Passwords for financial institutions you connect to using Web Connect don't appear in the Password Vault.

• The password to your vault and all passwords stored within it are encrypted and cannot be recovered, even by Quicken. If you forget your vault password, you will need to delete and recreate the vault and re-enter all your financial institution passwords.

• For more information, see About connected services and security.

To change a password stored in the Password Vault

1. Choose Tools menu > One Step Update.

2. Click Settings immediately after typing your password.

3. In the One Step Update Settings dialog, click Manage Passwords just to the right of the Download Transactions and Balances heading at the top of the window.

4. Select the financial institution for which you want to change the password.

5. Click Change Password.

6. Enter a new password.

7. Re-enter the password to confirm it.

8. Click Change.

To create or change your vault password

It's good security practice to change your Password Vault password from time to time. For more information, see About connected services and security.

You can use either your Quicken ID password or a custom password for your vault. If you've chosen the Quicken ID password and want to change it, see Change your Quicken ID password.

If you are using a custom password, or want to switch between the Quicken ID password and a custom password, follow these steps:

1. Choose Tools menu > Password Vault > Add or Edit Passwords.

2. Click Manage Vault Password.

3. In the Manage Vault Password window, choose whether to use the Quicken ID password or a custom password.

4. Enter your current vault password to confirm the change.

Notes:

• Your vault password must be at least six characters long. Choose a password that contains at least one digit (0--9) and at least one letter (a--z).

• The Password Vault is designed for high security, but factors such as a well-chosen password, physical security for your computer, and proper safeguards when using a network or the Internet are all important. Because most of these factors are beyond Quicken's control, Quicken is not liable for safeguarding your password data.

To reset the Password Vault

For instructions on resetting or deleting the Password Vault, see What if I need to delete or reset the vault password?

If you are asked to change your password when you connect

Depending on your financial institution, you may be required to change your password the first time you connect. If so, Quicken displays the Change Assigned Password dialog.

1. Enter your current password for the financial institution.

2. Enter a new password of your choice.

3. Re-enter the password to confirm it.

4. Click OK.

For related information, see Update your transactions and balances.