This screen lets you switch from Direct Connect to a different connection method if your financial institution supports it.
What to do
-
Review the list of available connection types shown.
-
Select the method you want to switch to.
-
Click Next to continue.
You’ll see only the connection methods supported by your financial institution. Options may include:
-
Express Web Connect (EWC) or Express Web Connect+ (EWC+) – one-way download of transactions.
-
Web Connect – manual download from your bank’s website.
-
Direct Connect – full two-way connection, often with bill pay (your current setting).
Tips
-
To check your current connection method, go to Tools > Account List, click Edit next to the account, and view the Online Services tab.
-
If you're not sure which method to choose, contact your bank or visit quicken.com/support for more information.