How to check the Connectivity options for a FI

Overview

You might want to understand which connection options you have available to you when setting up.

Instructions

When setting up an account, Click on the “i” icon in the Financial Institution list window. It will show the connection method for the Financial Institution. There are 3 types of connections in Quicken Essentials:

  • Quicken Connect
  • Direct Connect
  • Web connect

Search Support:

Search form

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