Quicken can automate much of the account setup process for you by downloading both account and transaction information. Setting up accounts online also has the added advantage of activating your accounts to update transactions or send payments as applicable. If you prefer to add the account manually at this point, you can always activate it to update transactions or send payments later on.
Add Connected Account
- Select Yes, I want to connect to <my financial institution> through Quicken.
The lower part of the page includes information about the connection protocol used by this institution and the accounts you can set up for download. - Click Next, and follow the on-screen instructions.
Notes
If you still need a customer ID and password, you will be told how to get them on the next page.
Add Manual Account
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