Enter the following information.
Investment accounts
- Account number
Checking, savings, and other bank accounts
- Account number
- Routing number (provided by your financial institution)
- Services you want (the services offered depend on your financial institution but can include transaction download and/or online bill payment.)
Credit card accounts
- Account type (credit card or line of credit)
- Credit card number
- Routing number (provided by your financial institution)
Quicken Credit Card accounts
- Account type (credit card)
- Credit card number
Quicken Bill Pay accounts
- Account number
- Routing number (provided by your financial institution)