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 number of transactions downloaded is determined by the financial institution. Most institutions will make transactions from 30 to 90 days available for download.
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.
- Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials and carefully link to your existing Quicken account(s). Please note, you cannot link an existing loan account. Those can only be added as new accounts.
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.