Updating your sign-in information

From time to time, you may need to update your sign-in information for your financial institution, as passwords and even sign-in names can change over time.

Common Issues

Are You Having Issues with Your Quicken ID?

See the support article: Quicken ID Sign-In Troubleshooting.

Are You Having Issues with the Password Vault?

See the support article: What if I Need to Delete/Reset the Password Vault?.

Updating Sign-In Information Using One Step Update

To update your sign-in information:

1. Click the One Step Update button.

   • The One Step Update Settings screen will appear.

2. Click the key icon.

3. Select Update the Sign-In Information.

Tips:

• Before entering new information into Quicken, visit your financial institution's website to confirm your login details are correct.

• You may be prompted to enter a security code sent by your financial institution to your phone or email. This verification ensures your account remains secure.

Updating Sign-In Information Using the Account Bar

You can also update your sign-in information directly from the Account Bar:

1. Right-click the account you want to edit and select Edit/Delete Account.

   • The Account Details screen will appear.

2. Select the Online Services tab.

3. Click Reset Account.

   • You will be prompted to re-enter your password.

Note:

• You may see options for an improved connection method, which could provide a better solution for your account.

About Multi-Factor Authentication (MFA)

What Is MFA, and Why Is It Required?

Multi-factor authentication (MFA) adds an extra layer of security to protect your account. Financial institutions implement MFA as part of federal guidelines from the Federal Financial Institutions Examination Council (FFIEC). This requires stronger authentication measures to safeguard online banking transactions.

• When updating your transactions and balances in Quicken, your financial institution may request identity verification beyond your user ID and password.

• Authentication methods may vary and can change over time (e.g., providing a postal code instead of answering a challenge question).

Why Am I Being Asked for Additional Information?

MFA protects you against phishing attacks and online scams by requiring:

• Verification codes sent via text, email, or phone call.

• Answers to challenge questions set up previously.

• Information specific to your financial institution.

Resolving MFA Issues

What If I Don’t Have the Right Phone Number or Email Address?

If your verification contact details are outdated:

1. Visit your financial institution's website to update your information.

2. Contact your bank directly for assistance.

Are You Having Trouble With MFA?

1. Visit the Quicken Support Site to check Top Trends for known issues affecting accounts.

2. If unresolved, contact your financial institution through their website or by phone for further assistance.

Troubleshooting Account Sign-In Issues

Reactivating a Deactivated Account

1. Open the deactivated account in Quicken.

2. Follow the prompts to reactivate it by entering updated login credentials.

Connectivity Troubleshooting

• Ensure your internet connection is stable.

• Confirm your financial institution is not experiencing downtime or technical issues.

Password Vault Issues

If you see the message “[Your bank] could not use the password you entered”:

• Verify the password is correct by logging into the bank's website.

• Update the Password Vault with your correct credentials.