Switch Express Web Connect to Another Connection Type



Overview

Your financial institution has disabled the use of Express Web Connect, which will result in an error if you attempt to connect using this connection type in Quicken.

Instructions

To resolve this issue and reenable online services for the account you'll need to change to one of the other connection methods supported by Quicken and your financial instituion—either Direct Connect or Web Connect. See below for instructions on how to make this change. Please note that you need to make this change only for accounts that receive an error. Other accounts at other financial institutions that support Express Web Connect do not need to be changed.

Deactivate your account for Express Web Connect

  1. Select the Tools menu and select Account List. The Account List window opens. (You can also access this from the Setup tab > Accounts.)
  2. Select the account for which you want to deactivate online services, and then click Edit Details at the top of the window. The Account Details window opens.
  3. Click the Online Services tab.
  4. Click Remove from One Step Update next to the service you want to disable.
  5. Click Yes to the message asking if you want to disable this service.
  6. Click OK to the confirmation message. The Account Details window is refreshed, and the service is listed as Available.

Reactivate your account using Direct or Web Connect

  1. From the Tools menu select Account List.
  2. Select the account to activate, and click Edit to the right.
  3. In the Financial Institution field, begin typing the name of the financial institution to download from.  The names of the available financial institutions appear automatically as you type.
  4. Click the Online Services tab.
  5. Click Activate next to the service you want to use.
  6. Follow the on-screen instructions to enter the information provided by your financial institution.

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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.