What to do if my bank is not listed when I try to add an account

Product Version
Windows 2018
Windows 2017
Windows 2016
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Mac 2018
Mac 2016
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Mac 2015
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Overview

Quicken maintains a list of the financial institutions that support online services with Quicken. When you're creating an account in Quicken, you may not be able to find your financial institution on the available list; there could be a couple of reasons for this:

  • Your financial institution isn't available for use with Quicken.  If this is the case, you will need to manually add your account and transactions to Quicken.
  • Quicken's financial institution list may need to be updated.  Follow the steps below to update the financial institution list in Quicken. Quicken typically checks for updates to this list every 48 hours, but if your financial institution has recently merged with another bank, or made changes to the online services they offer, you may need to manually refresh Quicken's financial institution list.

Quicken for Windows

First, download a new financial institution list:

  1. In the upper left, choose Tools > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, check the box for Download FI list and click the Refresh button.
  4. Close the Online Center.
  5. Exit and Re-launch Quicken.
  6. Go to Tools > One Step Update
  7. Clear all check boxes, except for Download Quotes, to create a "blank" update.
  8. Click Update Now.
  9. When Update is complete, exit and re-launch Quicken.
  10. Complete the Add Account (or Activate Account) procedure.

Second, refresh Branding & Profile

To resolve download issues in a Direct Connect account you'll need to refresh your financial institution's branding server and profile information. This can be done by following the directions below:

  1. In the upper left, choose Tools > Online Center.
  2. Hold down CTRL+SHIFT on your keyboard and click Contact Info (at the top of the window) with your mouse.
  3. In the dialog box that is displayed, select the problem account from the drop down menu.
  4. With the account selected, check the box for Financial Institution Branding and Profile and click on the Refresh button.
  5. Repeat steps 2-4 for each account that is having problems.
  6. Click the Update/Send button at the top of the Online Center to complete the connection.

Quicken for Mac

  • Click on Accounts at the top of your screen, then select New, and choose the account type (or one of the account types) you want to add (for example: Checking, Savings, Credit Card).
  • Click on My bank is not on the list at the bottom left corner of the Add [account type] window.
  • Click the Update List button to start the refresh process.
  • Click Show List when the update is complete.
  • Search for your financial institution again.

 

If your financial institution is still missing after updating the financial institution list 

Your bank may not yet support Quicken. If you want Quicken to be supported, you will need to contact your financial institution directly, and tell them you'd like to download your accounts into Quicken.

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