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Lane
Lane, JD, CFP, MBA, CRPS
Category: Financial Software
Satisfied Customers: 10116
Experience:  Highly experienced in professional tax products, Microsoft Office - power Excell user - as well as Windows, Linux & iOS operating systems.
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I am trying to download my current information fro my

Customer Question

I am trying to download my current information fro my financial institution and have changed my vault and financial institutions passwords. When I enter my vault password ***** get a message that it is wrong. What can I do to correct this?
Submitted: 5 months ago.
Category: Financial Software
Expert:  Lane replied 5 months ago.

Hi Bryan - Does the system have the typical (forgot your password?) link?

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If your email on file with the company hasn't changed, clicking on that link typically asks for one more piece of information, and then sends a "re-set" password *****

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Let me know... and we can go from there

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Lane

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