Direct connect setup

I am trying to set up a direct connect link to two of my banks, one of which I had previously had a direct connect link. I was forced to reconnect Quicken to my banks and need to reset this connection. Now when I try to connect to the bank, it goes directly into Web Connect. How do I have Quicken set these up as Direct Connect?

Answers

  • RickO
    RickO Quicken Mac Subscription SuperUser, Mac Beta Beta

    disconnect the account if it is already connected to connect. When you start the new connection set up click the advanced button. You should see direct connect as an option. If it is grayed out, it means that the bank does not support it. Make sure you have the correct financial institution

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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