New Account Setup

Bobby T
Bobby T Quicken Windows Subscription Member
edited September 2022 in Download, Add/Update Accounts (Windows)
I am adding an account to Quicken. The financial institution is not listed. How can I get InFirst Federal Credit Union to be listed? Their website supports downloads, but Quicken software does not import it correctly. This is not the first issue I have had with credit unions. Please advise as to what to do next.
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Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @Bobby T,

    Thank you for reaching out to the Community with your question.

    In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @Bobby T,

    Thank you for reaching out to the Community with your question.

    In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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