How do I communicate with my financial institution?

Contact your financial institution directly if you have questions about your downloaded transactions or about any of your holdings and balances (for investment accounts). You can call your financial institution, or you can send email from the Online Center if your financial institution supports the email feature.

1. Choose Tools menu > Online Center.

2. In the Financial Institution drop-down list, select the financial institution you want to contact or from which you received email.

3. If the Email option is available, it appears on the screen. If no email option is available, the bank has not provided the email feature to Quicken.

To create email

1. On the Email tab, click Create.

2. Select Email about online account.

3. Click OK.

4. Enter the appropriate information.

5. Click OK. The message is added to the list of instructions to send and to the email status list.

To read email

1. Select the email message you want to read.

2. On the Email tab, click Read.

3. Click Print to print the message. (Optional)

To delete email

1. On the Email tab, select the email message you want to delete.

2. Click Delete.

Note: To send email about a specific online payment, use the Email tab in the Online Center and select Email about online payment in step 2 above.