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For most banks and brokerages, you can use the same user ID and password you use to log in to their website. Quicken needs this information so it can download your account information. What is your financial institution User ID (user name) and password? If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance. If you have set up Quicken to track multiple currencies, select one from the list.
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