You can choose to either Add Another Account or Finish. You'll see a message letting you know what accounts were added. On this screen, you can make any adjustments, then click Next. Quicken will find all the accounts associated with your login. you may be asked for additional information, such as a challenge question or a code that is sent to your email or phone. This is the information you use to sign in to your online account, such as a user name and password. In those cases, see our instructions for adding an offline spending account below.Įnter your account/user information. While Quicken works with over 14,000 financial institutions, there are some financial institutions that may not be available. You can also contact our customer support.
If you cannot find your financial institution, go to their website or call them to see if they provide instructions for working with Quicken.