You can change this from the Account List later if you wish.
Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken. By default, Quicken tracks your cash balance in the investment account itself. If you don't have a user ID and password right now, add the account manually. Save you from manually entering your data, Help you detect invalid or fraudulent transactions. If you're entering information from your financial institution's website instead of from a paper statement, and if this date is today's date, then don't download transactions for this account until tomorrow. For those with a Mac looking for software, Banktivity is an excellent choice. If you are not sure what to do, use the user ID and password you would use to log in to your bank's website. What�s particularly noteworthy is Quicken�s use of Morningstar data. How do I add an investment account? What is the name you'd like to use for this account? Ability to transfer money between bank accounts: If set up within Quicken, you can transfer money between accounts. Once an account is connected, Quicken tracks investment activity, including all transactions in the accounts.
If you did not receive special login instructions, use your website user ID and password here.
