If you “open” it instead, your web browser should open Quicken and begin to import the transactions. If you are given a choice for your download format, choose “Quicken Web Connect (*.QFX)” and save the file to your computer.NOTE: These instructions assume you will save the download to your computer.Download your transactions according to your financial institution’s instructions.Log into your financial institution’s website.Set Up an Account for Online Banking (Web Connect) Quicken will now display a login screen: type your Direct Connect credentials and follow the prompts to add your accounts to Quicken.If you have any questions about which listing to choose for Direct Connect, please contact your financial institution. IMPORTANT: Be sure to select the correct financial institution, because some financial institutions may appear more than once. When your financial institution name appears in the filter results, click it and click Next.Type the name of your financial institution to filter the list. After you choose the type of account you want to add, you will see the financial institution selection screen.Click the type of account you want to set up.Set Up an Account for Online Banking (Direct Connect) If you already have a Quicken ID, click “SIGN IN” under “Already have an account?” and sign in. If you don’t currently have a Quicken ID, you will need to create one.įill in the information to set up your Quicken ID and link your data file. When you set up an account for online banking, Quicken requires you to link your Quicken data file to a Quicken ID. Register a Quicken Data File with a Quicken ID Choose Help > Quicken Help and search for Back Up for instructions. IMPORTANT: We recommend that you back up your Quicken Data File before setting up online banking accounts for the first time. Please contact your financial institution to verify your Direct Connect login information. For Direct Connect, they may be different.
Personal Identification Number (PIN) or passwordįor Quicken Web Connect/Express Web Connect accounts, use the same customer ID and PIN/password as your financial institution website.Schedule An Appointment External link opens in a new windowīefore you set Quicken to download transactions you may need to contact your financial institution (FI) for the following information:.
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