- Choose Edit menu > Preferences.
- Choose Investing.Quicken.com portfolio on the left side of the window.
- Select Change my Investing.Quicken.com credentials at next One Step Update.
- Click OK.
- Choose Tools menu > One Step Update.
- Click the Update portfolio on Investing.Quicken.com check box to select it. If you have never uploaded your investing account data to Investing.Quicken.com, this option is unavailable.
- Click Update Now.
- Quicken asks you to change your user ID and password for your personal space on Quicken.com.
Notes
If you do choose to enter a different Quicken.com user ID, make sure it has not been used to update a different Quicken data file on Quicken.com before.
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