Follow these easy steps to connect your Quicken account with another financial institution.

1. Select “One Step Update” From the Online menu,. 

2. Choose the financial institution(s) in the list that you want to connect to by placing a check mark in the box located next to the financial institution name. 

3. Enter the password for the financial institution(s) selected in the Passwords box. 

4. Select “Update Now” and follow the on-screen instructions.