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1. Click the Add Account plus sign icon Image Added at the top right of the Account Bar.

2. During the setup process you’ll be asked a few questions

   1. What is the name of your bank or brokerage (expand/collapse)

      1. What if I can’t find it in the list, or I want to enter transactions manually (see bottom section for manual downloads)

      2. Why does Quicken want to know my bank name? (Keep info that’s already here)

      3. What if I don’t enter the name of my bank? (Keep the info that’s already here)

3. Select a currency for the account (info and steps are good here)

4. What is your financial institution User ID and password? (Expand/collapse)

   1. All info here is good, with the exception of the Quicken Password Vault section

      1. Only DC connected account passwords will be stored in the vault, if EWC connected then I’d recommend linking to the https://www.quicken.com/support/why-dont-i-need-enter-my-bank-password-download-my-bank article

5. Tips for successful connections (expand/collapse)

   1. What is the account type or branch? (Info good)

   2. Account Type (Info good)

   3. State or Location (Info good)

   4. Bank Mergers (Info good)

6. How should Quicken set up accounts it has found?

   1. We have found the following (Info good)

   2. Account Type (Duplicate to above, should be removed)

   3. Add, Ignore, or Link (Info good)

   4. Nickname (optional) (Info good)

   5. Used mostly for (Info good)

7. Your accounts have been added

8. Why do I not see the option to Sync to Quicken Cloud?

1. Click the Add Account icon on the top right of the Account Bar.
2. Click Loan.
3. During the setup process you'll be asked a few questions. 

•  What is the name of your bank or brokerage?

  If your bank or brokerage is listed on the screen, click it.

  If your bank or brokerage is not listed on the screen, start typing its name. After you type a few characters Quicken displays a list of possible matches. If you see what you are looking for, go ahead and click the name of your bank or brokerage. If you don't see what you are looking for, click Back and try again.

  • What if I can't find it in the list, or I want to enter transactions manually?

    If you've tried a couple of times and you can't find your bank or brokerage in the list, or if you want to enter your transactions manually, click Advanced Setup and then choose I want to enter my transactions manually. You can always activate it to download transactions or send payments later on (if your financial institution supports bill pay).

  • Why does Quicken want to know my bank name?

    Quicken needs to know your bank or brokerage name to find out if it can download transactions for you.

    Downloading transactions will:

    • Save you from manually entering your data
    • Ensure data accuracy
    • Help you detect invalid or fraudulent transactions
  • What if I don't enter the name of my bank?

    If you don't enter the name of your bank or brokerage, Quicken won't be able to download transactions for you. You will therefore have to manually enter your transactions into Quicken.

• Select a currency for the account (Optional)
  If you have set up Quicken to track multiple currencies, select one from the list. If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance.
• What is your user ID and password?

  Quicken needs this information so it can download your account information. For most banks and brokerages, you can use the same user ID and password you use to log in to their website. If you don't have a user ID and password right now, add the account manually. You can always activate it to update transactions or send payments later on.

  • What is a user name?

    It may be an account number or some other number assigned by your bank or brokerage. It may also be the user ID you use to log in to their website.

  • Can I use the password for my bank website?

    Yes. If you entered the user ID that you use to log in to your bank or brokerage website in the user ID field, then enter the website password as well.

  • Did you receive "Direct Connect" instructions from your bank or brokerage?

    Direct Connect is a service some banks and brokerages use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank or brokerage sent you a special user ID and password to use with Quicken. If so, use your Direct Connect login information on this screen.

    If you did not receive special login instructions, use your website user ID and password here.

    If you are not sure what to do, use the user ID and password you would use to log in to your bank's website.

  • Can I see my password while entering the user ID and password?

    Yes. To see the password while adding an account, select the Show Characters box to the right of the password box.

  • What happens if I save my password?

    Your password will be saved in the Quicken Password Vault.

    Quicken's Password Vault is a secure and convenient way to store multiple financial institution passwords that you can then access with a single master password.

    • You can open the Password Vault to add, remove, or change stored passwords at any time.
    • When the Password Vault was developed, it went through a rigorous security review.
    • The Password Vault uses industry-standard encryption to save your passwords, and it is careful to remove them from memory when they are no longer being used.

    
    

• What is the account type or branch?

  Sometimes Quicken needs more information to determine what type of account you have, or at what branch the account resides at before it can access it. If you are not sure, here are some tips that may help you:

  Account Type

  If different types of accounts are shown, such as checking, savings, or credit card, choose the account type that applies to you.

  State or Location

  Some banks and brokerages use a state or region to classify accounts. If you see your state listed, this is probably the option to select.

  Bank Mergers

  Did your local bank or credit union merge with a larger bank? If you see your old or pre-merger bank name listed, this is probably the option to select.

  Having trouble? Contact your bank or brokerage for instructions.

How should Quicken set up accounts it has found?

After you tell Quicken how to access your bank or brokerage, it goes online and downloads information about the accounts you hold there. Quicken then asks you to provide a bit more information about the accounts.

We have found the following

This is a list of your accounts that Quicken has detected at your bank or brokerage.

Account Type

You may see various items in this list: Checking, Savings, Credit Card, Brokerage, IRA or Keogh plan, or 401(k). Choose one that best matches the purpose of your real-world account.

Add, Ignore, or Link

• Quicken needs to know what you want to do with the accounts it has found. Keep in mind that you don't need to set up all of the accounts it finds; just the ones that you want to track in Quicken.
• Choose Add to create a new Quicken account in which to download your transactions. If you are new to Quicken, this is probably the option that you want.
• Choose Link to download your transactions into an existing Quicken account. If you have previously set up the account in Quicken, but are not yet downloading transactions into it, this is probably the option you want.
• Choose Ignore to disregard one of the accounts that Quicken has found. No account will be created, and transactions for that account will not be downloaded into Quicken.

Nickname (Optional)

Enter the name you want to use to refer to the account in Quicken. This name will appear in reports, and in the Quicken interface. If you don't enter a nickname, Quicken will use the name provided by your financial institution for the account.

Used mostly for

If you are using Quicken Home, Business & Rental Property, choose the primary use of the account: Personal (which is the default), Business, or Rental Property. Your selection determines where in the Quicken interface (on which tab) the account appears. You can change this from the Account List later if you wish.

• Your accounts have been added!

  You will receive confirmation that your account, or accounts, have been added to Quicken. Depending on the type of account you are adding there may be other steps you need to take. This screen will tell you what you need to do, if anything, to start using the accounts. Congratulations!

  If you have chosen to use mobile as a part of your Quicken Registration, on this screen, you will get an option to sync the added account to the cloud. If you wish to add this account to the cloud, select the Sync to Quicken cloud for Mobile / Alerts check-box next to the account that you have added.

• Why do I not see the option to Sync to Quicken Cloud?

  You will see this option only if you have chosen to Use Mobile as part of the registration. If you wish to view your accounts in mobile or to receive custom account notifications, click the Mobile and Web tab and follow the instructions.