I need to change the customer ID for a stock account. I can't find out how to do this.
Running Quicken 2005 on a Mac.
Thanks,
Rich
Changing Customer ID
Sep 23, 2005
1 Replies
Assuimg you're talking about an "Investment Account" (not sure a 'stock account' even exists!), did you try Accounts-->Edit?? "Customer ID" is right on that panel. However, if you're using the account for downloads, make sure you really want to do this and know how to reinstate online access!
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