Adding Direct Connect from Regions Bank to Quicken

Robert Hogue

I got a new laptop and was setting up Regions Bank on Quicken Classic Premier. I got the option for Web Connect (one-way download from bank) , but nowhere could I find the option for Direct Connect (2-way bill payment and transaction download). I called Regions and was told that Direct Connect was available and they didn't know why Quicken was not giving me that option. So, I called Quicken Tech Support and, after they supposedly contacted Regions, they told me that Regions no longer offered Direct Connect. So,….. I finally figured it out. If you find yourself in this situation, go to Tools, then Account List, and Edit for Account. Now, you must type the bank name in exactly as follows: "Regions Bank - Direct Connect". Unless you do this, you'll never get the option for Direct Connect.

Boatnmaniac

That's an unusual method to get an account set up for downloads but I'm glad to hear that it worked for you. Although I do not know why typing in "Regions Bank - Direct Connect" worked for you because "Regions Bank - Direct Connect" is not a financial institution in Quicken. (If you look at Account List or Account Details you will see the connected Financial Institution is shown as "Regions Bank".)

The normal process is to go to Tools > Add Account > type in the name of the financial institution > select the one from the list that appears to be the most applicable. If the one selected doesn't work, try selecting another one from the list. (You can alternatively do the setup process with Set Up Now provided you had first set it up as an offline manual account.)

In the case of Regions Bank, this is what comes up in Add Account. For Direct Connect I would select the one that says "Regions Bank". And, in fact, that is the one that is for DC.:

For future reference: You can make the search process more definitive and with less guesswork by doing a Windows Explorer search for "FIDIR.txt". This is the Financial Institutions Directory and it identifies which financial institutions support Quicken, which connection method(s) they support, which types of accounts they support and whether or not they support DC Bank Bill Pay (a really nice feature allowing one to set up bill payments in Quicken and send them directly to the bank for processing). Open that file in Notepad and do CTRL+F to search for the financial institution you want. Here are the listings in the FIDIR file for "Regions Bank":

1. 16552 16552 16552 Regions Bank http://www.regions.com 1-800-734-4667 https://www.regions.com ACTIVE BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT NOT_QBP NA
2. 05702 05702 05702 Regions Bank - Web Connect https://www.regions.com/ 1-800-472-2265 https://login.regions.com/ ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
3. 66125 66125 66125 Regions Bank Commercial Card Manag https://www.regionscardmanagementsystem.com 888-934-1087 https://transactions.card-data.com/Security/SignIn ACTIVE BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
4. 70479 70479 70479 Regions Bank iTreasury DC https://www.regions.com/treasury-management 1-800-787-3905 https://www.regions.com/treasury-management ACTIVE ACCOUNTINFO,BANKING&DIRECT NOT_QBP NA

You will note that only the Regions Bank listing (#1 in the list) supports DIRECT (DC), BANKING (checking, savings) and CREDIT (credit cards, loans)…and it also supports PAYMENT (DC Bank Bill Pay).