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Switch Financial Institution on existing account in Quicken
Authored by: tc_nyc on Jul 30, '09 08:26:56AM

I approached it a little differently after Chase balked at my login credentials in Quicken. I disabled Download Transactions (not enabled) in the Edit window for the Wamu account, then downloaded current transactions from Chase website. When opening the file it asks you whether you are setting up a new account or want to apply the web-link to an existing account. Worked great for me!



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