What you need to get started:
- Quicken Windows or Quicken Mac installed on your computer.1 Your online banking account will work with versions 2012 through 2014.
- Your User ID and Password for your online banking account. If you are not already using online banking, enroll now.
- Monthly access fee:
$7.95 for personal clients
$9.95 for business or combined clients2
Getting Started Guides:
Quicken 2014 for Windows
Quicken 2013 for Windows
Setting up online bill pay
Quicken for Mac
Direct Connect is used for accessing your account information directly through your Quicken software. To begin accessing your account information using Direct Connect, you must first set up your account(s) in Quicken. Refer to Intuit's User Guide for instructions specific to your version of Quicken for creating accounts and enabling them for Direct Connect access.