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If you have a customer ID and password

  1. Enter your customer ID and password, and then click Next.

    Your customer ID is defined by your financial institution. It may be an account number or some other number assigned by your financial institution. It may also be the ID you use to log in to your financial institution's website. If you're setting up a Quicken Credit Card account, your customer ID is your Social Security number.

  2. Follow the on-screen instructions.

If you don't have a customer ID and password

See the right side of this dialog for information from your financial institution about how to sign up for online account access.