Activate an Account For Online Services
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
- From the Tools menu select Account List.
- Click the Edit button on the account you want to activate.
- On the Online Services tab, within the Online Setup section, click Set up now...
- Enter the name of your bank and click Next.
- Enter your credentials, select Save this password (if using password vault) and click Connect.
- 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
- From the Tools menu select Add Account....
- Enter the name of your bank and click Next.
- Enter your credentials, select Save this password (if using password vault) and click Connect.
- If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.