![]() ![]() Did you receive "Direct Connect" instructions from your bank or brokerage?ĭirect Connect is a service some banks and brokerages use to connect to Quicken.If you entered the user ID that you use to log in to your bank or brokerage website in the user ID field, then enter the website password as well. Can I use the password for my bank website?. ![]() It may also be the user ID you use to log in to their website. It may be an account number or some other number assigned by your bank or brokerage. You can always activate it to update transactions or send payments later on. If you don't have a user ID and password right now, add the account manually. For most banks and brokerages, you can use the same user ID and password you use to log in to their website. Quicken needs this information so it can download your account information. What is your financial institution User ID (user name) and password? ![]() If you decide you need to change the currency for the account, you can do so only if you haven't entered any transactions except the opening balance. If you have set up Quicken to track multiple currencies, select one from the list.
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