How to Change the Bank Connection Method

Product Version
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Quicken for Windows

  1. Click on Tools > Account List.
  2. Click on Edit.
  3. On the Account Details dialog box, go to the Online Services tab.
  4. Click on Change connection method if the option is there. If not, click Deactivate instead.
  5. Once the account has been deactivated, click on Set up now.
  6. Select the connection method and click Next.
  7. Enter your credentials and click Connect.
  8. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate accounts you already have set up in Quicken.
  9. Click Next, then Finish.

Quicken for Mac

  1. Click on the account name for your account(s) in the Account toolbar in Quicken.
  2. Click the Settings icon in the bottom right corner of the screen.
  3. Select the Downloads tab.
  4. Click on Change Connection Type (NOTE: you'll only be able to change the connection method to one that your bank supports). 
  5. To see the connection methods available, click Options
  6. Continue with the setup.


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