pin vault and new usernames

Feb 08, 2007 2 Replies

Using Quicken Deluxe 2006 in Windows XP



I needed to change the username (not the password) for my broker. How do I tell the pinvault about this?



When I changed the username by editing the accounts for that broker, Quicken forced me to remove that account from the pin vault - which I did. How do I now "re-add" the removed accounts with the new user names to the pin vault? Cannot find that info in help.



Jeff


"Adding" an account to the Pin Vault occurs automatically when you "Activate" the account for transaction download. When you Deactivate an account for transaction download - as you must do to change the user-id - you cause the account to be removed from the Pin Vault.

Just "Activate" the account again.

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