What do I do if I have Quicken, QuickBooks or Mint?
Mac and Windows Conversion Guides
You will need to modify your Quicken, Quickbooks or Mint settings to ensure the smooth transition of your data.
To complete these instructions, you need your login credentials for online banking.
You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.
Please choose the correct conversion instruction document from the following list. For assistance or more information, please contact us.
- Quicken – Mac Express Web Connect
- Quicken – Mac Web Connect
- Quicken – Windows Express Web Connect
- Quicken – Windows Web Connect