Availability | - Web Connect is available to customers of Quicken partner financial institutions.
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Features | - Download transactions and update account balances.
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Setup | - Visit your financial institution website and create a website login if you don’t have one already.
- Use the website login information as your user ID and password when you add accounts at that financial institution to Quicken.
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Bill Pay | - Not available from within Quicken.
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Use | - To initiate an update by visiting your financial institution’s website, navigate to a “Download” or “History” area (the name will vary). When you see a Quicken logo or a button or link that says Download to Quicken, click it.
- To initiate an update from within Quicken, open the account you want to update, click Image Removed Image Added(the Account Actions icon), and then choose Update Now. This will take you to your financial institution website. Click the Quicken logo or Download to Quicken to update your account.
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Fees | - You are not charged fees to use Web Connect.
- Financial institutions pay Quicken a fee to support the services that Web Connect provides.
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Data | - Web Connect is a one-way connection. Data is imported into Quicken, but not exported.
- All imported data is stored on your computer.
- Your financial data is encrypted during download.
- Your login information is not stored in Quicken. You must enter it each time update your account.
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