How do I communicate with my financial institution?


Contact your financial institution directly if you have questions about your downloaded transactions or about any of your holdings and balances (for investment accounts). You can call your financial institution, or you can send e-mail from the Online Center (if your financial institution supports the e-mail feature).

  1. Choose Tools menu > Online Center.
  2. Select the applicable financial institution (the one you want to contact or from which you received e-mail).
    • To create e-mail
      1. On the E-mail tab, click Create.
      2. Select E-mail about online account.
      3. Click OK.
      4. Enter the appropriate information.
      5. Click OK.
      6. The message is added to the list of instructions to send and to the e-mail status list.
    • To read e-mail
      1. Select the e-mail message you want to read.
      2. On the E-mail tab, click Read.
      3. Click Print to print this message. (Optional)
    • To delete e-mail
      1. On the E-mail tab, select the e-mail message you want to delete.
      2. Click Delete.

         

Notes

To send e-mail about a specific online payment, make a payment inquiry.

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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.