• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 5. Bank and Pay Bills Online > Set Up Online Accounts

Set Up Online Accounts

To use online banking, you must first have access to the Internet, because Quicken uses the Internet to transmit and receive financial information from your bank. You must contact your bank or other financial institution (for example, a credit union or credit card company) to get online access for checking, savings, and credit card accounts. Not all financial institutions support online banking, and some support it only for certain account types, such as checking, but not credit card accounts. If you have accounts at more than one financial institution that you want to enable for online access, you’ll need to apply to each one separately.

After you have signed up for online banking, your financial institution will mail you a kit with information to help you set up your Quicken accounts for online banking. For security purposes, this kit will usually be sent by U.S. Postal Service. You’ll also receive an initial personal identification number (PIN), which you should change in your first online banking session. After you have received this kit, it’s time to online-enable your accounts; that is, you’ll set them up for online access.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint