Home > Support > M&I Bank is migrating its personal online banking customers to BMO Harris bank starting October 5th 2012

M&I Bank is migrating its personal online banking customers to BMO Harris bank starting October 5th 2012

Updated: 10/03/2012 | Article ID: GEN84961

  1. What is happening?

    M&I Bank is migrating its personal online banking customers to BMO Harris bank starting October 5th 2012.
     
  2. Who does this affect?

    Anyone tracking M&I personal checking, savings and credit card accounts in Quicken products.
     
  3. Why is this important?

    There are steps you need to perform to ensure as smooth a transition as possible in your Quicken Program.
     
  4. Where can I find these steps?
     

      Quicken Instructions for Checking/Savings Accounts 

      1. Quicken for Windows Web Connect Conversion Instructions For Checking Savings
      2. Quicken for Windows Express Web Connect Conversion Instructions For Checking Savings
      3. Quicken for Mac Web Connect Conversion Instructions For Checking Savings
      4. Quicken Essentials Web Connect Conversion Instructions For Checking Savings
      5. Quicken Essentials Express Web Connect Conversion Instructions For Checking Savings

      Quicken Instructions for Checking/Savings Accounts 

      1. Quicken for Windows Web Connect Conversion Instructions For Credit Cards
      2. Quicken for Windows Express Web Connect Conversion Instructions For Credit Cards
      3. Quicken for Mac Web Connect Conversion Instructions For Credit Cards
      4. Quicken Essentials Web Connect Conversion Instructions For Credit Cards
      5. Quicken Essentials Express Web Connect Conversion Instructions For Credit Cards
  5. IMPORTANT NOTES:

    • If you are tracking M&I personal checking and savings accounts in Quicken, please download your transactions as close to Oct 5th as possible to ensure your register is up to date.
    • If you are tracking M&I personal Credit Card Accounts in Quicken, be aware you may receive duplicate transactions during your initial connection to BMO Harris. Ensure you have set the Quicken preferences not to automatically accept transactions into your register. This will help you identify and delete duplicate transactions. (Detailed steps are located in the Quicken Instructions for Credit Card accounts).

  6. Please contact Harris Bank at 1-888-340-2265 if you have any issues.
  7. What is the difference between Express Web Connect and Web Connect?

    • Express Web Connect – Clicking “One Step Update” in the Quicken program retrieves transaction history for the account in question.

    • Web Connect – The user will sign into their banks online banking website and manually export transactions to the Quicken product.

 

 
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