Search the list of financial institutions Quicken has found, and then choose from the options below.
If your financial institution appears on the list
At the top of the dialog, Quicken displays a list of financial institutions with names similar to the one you entered. If your financial institution appears in the list, select it, and then click Next.
If your financial institution doesn't appear on the list
If your financial institution doesn't appear on the list, you have several options open to you. Choose from the procedures below:
- Check the full list
- Under the list, click See a full list of financial institutions.
- In the Participating Institutions dialog, click the first letter of your financial institution's name. If the name begins with a number (for example, 1st National Bank), click Other.
- In the list of financial institutions click the name of your institution, and then click OK. If your financial institution does not appear in this list, then it is not a Quicken partner. Click Cancel to close the Participating Institutions dialog. Then select None of these and click Next to continue with manual setup.
- Finish adding this account to Quicken, using a financial institution that isn't a Quicken partner
If your financial institution is not a Quicken partner, click None of these in the lower section of the dialog, and then either type the name or confirm that you have already correctly typed it. Then click Next.
Quicken advances to the next dialog in the account setup wizard. Quicken will remember the name you enter here. If your financial institution becomes a Quicken partner in the future, Quicken will notify you when your financial institution becomes a partner.