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  1. Choose Tools menu > One Step Update.
  2. If you have an existing Password Vault, click Settings immediately after typing your password.
  3. 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.
    • What happens now?
  4. Select the financial institution for which you want to store a password.
  5. If you have more than one customer ID at this financial institution, select the customer ID corresponding to the password you want to store.
  6. Enter the password(s) to use to connect to your financial institution(s).
    • Where do I enter the password(s)?

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