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Changing Financial Institution on Accounts

 

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Subject Author Date
Changing Financial Institution on Accounts Dick 07-01-2006
Posted by Bob Wang on July 1, 2006, 5:41 pm
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Dick:

If John's suggestions for deactivating and activating don't work, try:

Make sure your old First Card is enrolled at the Chase Credit Card web site:

http://www.chase.com/PFSCreditCardHome.html

In Quicken, choose Chase as the financial institution.
Your account should already be activated for Quicken download, but if it
isn't, log on to the web site and go to:

Customer Center tab
Reference Center
Activate Money, Quicken, etc.

Bob

>>>
I have a credit card account set up in Q2004 it currently has First Card as
the financial Institution. The card has changed to Chase. I can't download
transaction from the bank anymore since it changed. How do I change the
Institution in the account details, it is currently grayed out? I believe
this will fix my download problems.
<<<



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