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- Choose Tools menu > One Step Update.
- If you have an existing Password Vault, click Settings immediately after typing your password.
- In the One Step Update Settings dialog, click (Manage Passwords) just to the right of the Download Transactions and Balances heading at the top of the window.
- Select the financial institution for which you want to store a password.
- If you have more than one customer ID at this financial institution, select the customer ID corresponding to the password you want to store.
- Enter the password(s) to use to connect to your financial institution(s).
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