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Change connection type

You are currently using Direct Connect to connect this account to your financial institution.

To use a different connection method, select one of alternatives presented in the Change connection type window, then click Next.


How does Quicken connect to my bank?

When you use Advanced Setup to add a new Quicken account, or when you edit an account that is already set up for Direct Connect, you have the opportunity to choose the method you want to use to connect to your financial institution. The methods available for you to choose from depend on the services supported by your financial institution, your preferences, and Quicken’s relationship with the financial institution. The three methods are Express Web Connect, Direct Connect, and Web Connect. The table below summarizes the differences.


FeatureExpress Web ConnectExpress Web Connect PlusDirect ConnectWeb Connect
Automatically download transactions from your financial institution.XxX
Pay bills and transfer money directly from Quicken.

X
Your financial institution may require a monthly fee and separate activation for this service.

X
You must manually download a file from your financial institution website to update your transactions and account balances.


X


More information

Express Web Connect Plus (EWC+)


Availability
  • EWC+ is available to customers of Quicken partner financial institutions
Features
  • Download transactions and update account balances.
Setup
  • Use the link from within Quicken to go to your financial institution's website to authorize.
Bill Pay
  • QuickPay and Check Pay available.
Use
  • You don’t need to leave Quicken to download transactions and update account balances.
  • Just update your accounts, and your new transactions and balances will be downloaded directly into Quicken.
Fees
  • You are not charged fees to use EWC+.
Data
  • EWC+ is a one-way connection. Data is imported into Quicken, but Quicken cannot affect your transactions or balances in any way.
  • Access and retrieval of data is automated through the use of screen crawling.
  • Your login credentials are stored on Quicken-hosted servers. This makes updates faster for you.
  • Your financial data is stored on Quicken-hosted servers. This provides a more complete history of your financial transactions than is typical for data stored on financial institution servers.
  • We use state-of-the-art security measures to protect your login credentials and your financial data.

Express Web Connect

 

Direct Connect

Web Connect

How do I determine what method my financial institution uses?

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