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.
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.
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.
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.