Quicken Problem

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cwilmot

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Joined
Apr 21, 2001
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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.
 
Joined
Dec 1, 2005
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Quicken XG 2006(Canada)

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