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Quicken Problem

Discussion in 'Business Applications' started by cwilmot, Jan 25, 2007.

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  1. cwilmot

    cwilmot Thread Starter

    Joined:
    Apr 21, 2001
    Messages:
    676
    I have 2 account numbers with the same brokerage. One from long ago and one more recent. I used Quicken with the old account. Now when I tried to setup Quicken to access the new account I got the following error message: "Quicken could not process your request because all accounts which use the customer ID at this financial institution have already been activated." I contacted my brokerage and they said that I would have to change the account number within the Quicken setup but they couldn't tell me how to do it.
     
  2. daddyhominum

    daddyhominum

    Joined:
    Dec 1, 2005
    Messages:
    958
    Quicken XG 2006(Canada)

    Tools>Account List> Highlight account>Manage accounts tab> right click> edit
     
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