- Created by John Hewitt, last modified on Nov 08, 2021
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.
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.
Feature | Express Web Connect | Express Web Connect Plus | Direct Connect | Web Connect |
---|---|---|---|---|
Automatically download transactions from your financial institution. | X | x | X | |
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 |
|
Features |
|
Setup |
|
Bill Pay |
|
Use |
|
Fees |
|
Data |
|
Express Web Connect
Availability |
|
Features |
|
Setup |
|
Bill Pay |
|
Use |
|
Fees |
|
Data |
|
Direct Connect
Availability |
|
Features |
|
Setup |
|
Bill Pay |
|
Use |
|
Fees |
|
Data |
|
Web Connect
Availability |
|
Features |
|
Setup |
|
Bill Pay |
|
Use |
|
Fees |
|
Data |
|
How do I determine what method my financial institution uses?
The connection method for your online-enabled account is listed on the Online Services tab of the Account Details dialog. (Choose Tools menu > Account List. Click the Edit button of the account you are interested in. In the Account Details dialog, click the Online Services tab.)
Overview
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