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You can update the security information for your Quicken ID. This includes whether you use a phone number, SMS (text) number, or email address. When your identity needs to be verified, Quicken will send you a security code.

Here's how:

  1. Choose Edit menu > Preferences.
  2. In the left pane, select Quicken ID & Cloud Accounts.
  3. In the right pane, under Quicken Profile, select Update Profile.
  4. Select Change Method.
  5. In the Change Method dialog, select a method to send you a security code:
    • Email - security codes received by email
    • SMS - security codes received by text message
    • Phone call - security codes received by phone call/
  6. Enter your Current Password.
  7. Select Save Changes.

If you need to change your phone number, select Change Phone instead of Change Method.