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How To Refresh Financial Institution Information in Quicken

Updated: 3/26/2014 | Article ID: GEN82114

To Download New Financial Institutions List (FIDir.txt):

Quicken maintains a list of the financial institutions that support online services with Quicken. Quicken checks for updates to this list every 48 hours.  If your financial institution has recently merged or made other changes to the online services offered in Quicken you may need to manually update the list Quicken maintains:

  1. Choose the Tools menu > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, check the box for Download FI list and click the Refresh button.
  4. Close the Online Center.
  5. Exit and Re-launch Quicken.
  6. Go to Tools > One Step Update
  7. Clear all check boxes, except for Download Quotes, to create a "blank" update.
  8. Click Update Now.
  9. When Update is complete, exit and re-launch Quicken.
  10. Complete the Add Account (or Activate Account) prodedure.

 

To Refresh Branding & Profile:

To resolve download issues in a Direct Connect account you will need to force a refresh of your Financial Institutions branding server and profile information. This can be done by following the directions below:

  1. Choose the Tools menu > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, select the problem account from the drop down menu.
  4. With the account selected, check  the box for Financial Institution Branding and Profile and click on the Refresh button.
  5. Repeat steps 2-4 for each account that is having problems.
  6. Click the Update/Send button at the top of the Online Center to complete the connection.
 
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