*The following instructions assume you have logged in to online banking and are starting from the Account Summary page.
Step 1: From the Customer Service tab, simply select
Enroll for Quicken or QuickBooks located in the Account Services section.
Step 2: Carefully review the information on the screen and select the Personal Financial Management software for which you would like to enable your account.
Step 3: Select
Submit. Your account is now enabled for use with the Personal Financial Management software you selected.
- You will use your Online ID and Password to log in to both your Personal Financial Management software and Online Banking.