Adding Express Web Connect Plus Accounts in Quicken for Mac

Overview

The connection method for some financial institutions in Quicken has changed and the process for adding these accounts to Quicken has also been updated. 

Before you begin: If you have multiple accounts

If you have multiple accounts with one of the financial institutions updating their connection method, you'll need to authorize your accounts for each instance of the financial institution individually.

For example, if you have a checking account with Capital One 360, and a credit card account with Capital One - Credit Cards, you would need to go through the process twice, one for each instance of that financial institution.  Don't worry–Quicken will prompt you if you need to go through the process more than once.  

If you do need to go through the migration process more than once, it's important that you don't uncheck any accounts listed on the authorization screen, unless you don't want to see the account at all in Quicken:

If you uncheck accounts during the process, this will revoke your authorization, and prevent the accounts from updating.  

NOTE: if you have multiple accounts with just one instance of the financial institution, you'll only need to go through the process once.

Instructions

1. Click on Accounts > New from the menu bar, and then select the type of account that you want to create (such as Checking, Savings, Credit Card, and so on)
2. In the Add Account dialog, select one of the financial institutions and click Continue.

3. In the login page, click Sign in

4. If you are prompted to install new fonts, you can click to skip this.
5. Enter your financial institution username and password and click Sign In.

6. Check all the accounts listed and click Authorize.

7. Once completed successfully, you will see the account selection screen. Click Continue. 

Troubleshooting

• Some security software (and browser extensions with security features, such as DuckDuckGo) can cause issues during the add process. If you encounter an issue when trying to add an account, you'll need to temporarily disable these programs to complete the process.

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