How To Activate an Account For a Specific Connection Type in Quicken for Mac


When you add a new account in Quicken for Mac, the program automatically picks the type of connection to use to connect to your financial institution.  In some circumstances, if your financial institution supports multiple connection types, you may wish to choose an alternate connection method. 

To manually select the connection type during account activation:

  1. Click on the Accounts menu, select New and the type of account (Checking, Savings, etc).
  2. Enter the financial institution name. Highlight the financial institution and click the Options button in the lower right corner.
  3. Select the preferred connection type available for your financial institution.
  4. Click Continue and complete the account setup wizard.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.