How do you want to add your account?

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.

For help on this topic, choose a task from the list below.

I want to add this account online
I want to add this account manually

Select Yes, I want to connect to <my financial institution> through Quicken.
- Tell me more 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.

Select No, I do not want to connect to <my financial institution> through Quicken, and then click Next.
Follow the on-screen instructions.