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Activate an Account For Online Services

Updated: 3/19/2014 | Article ID: GEN82073

To use the online financial services in the Quicken program, you need to activate your Quicken accounts using the information supplied by your financial institution. If you have not already done so, apply for online services from your financial institution, and then follow the steps below to activate your account.  You either can activate an existing account or set up a new online account.

The first time you download from your institution, the complete transaction history from their site is downloaded. The number of transactions downloaded is determined by the institution.

Note: If an error message occurs when activating online services in Quicken, resolve the error by using the exact error number to search our Support site and/or by following our Online Troubleshooting Guide.

 

Activate an Existing Quicken Account for Online Access

  1. From the Tools menu select Account List.
  2. Click the Edit button on the account you want to activate.
  3. On the Online Services tab, within the Online Setup section, click Set up now...
  4. Enter the name of your bank and click Next.
  5. Enter your credentials, select Save this password (if using password vault) and click Connect.
  6. You should now see one or more accounts that you can activate. If you are activating an existing account, make sure the dropdown for that account says Link. If it says Add, change it to Link and select the correct account. If you do not do this, then the account will be added as a different account instead of being linked to the existing account. Click Next to continue.

Create a New Quicken Account for Online Access

  1. From the Tools menu select Add Account....
  2. Enter the name of your bank and click Next.
  3. Enter your credentials, select Save this password (if using password vault) and click Connect.
  4. If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.

Frequently Asked Questions

  • What must you know about your first update?

    The first update may take more time than subsequent sessions because your entire available transaction history is being updated (usually 90 days' worth of transactions).

    The first time you use Quicken's Online banking or Investment-Tracking services, we recommend that you update only your latest transactions. This allows you to update your register or transaction list before starting other online account activities.  Updating asset classes or getting quotes are just a few examples.

  • How is the first update different for investment accounts?

    When updating transactions for an investment account, you may be asked to perform some additional steps such as matching securities or resolving placeholder entries. In addition the value of your holdings in Quicken may vary from the value reported by your financial institution due to differences in rounding rules and similar factors.

  • What currencies are supported?

    Online account services are available only for U.S. dollar accounts; if an account is based on another currency, you will not be able to activate that account.

 
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