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Setting Up for Online Account Transfers and Statements Part (2)
0 Comments | Posted by Timothy in Accounts, Banking, Online
After you’ve selected an institution, click the Tell Me More hyperlink to learn more about the services your bank offers. Click the Enroll hyperlink to apply for online services online.
5. Enable online banking.
After you’ve applied and received any necessary setup information from your bank, click the Set Up Quicken hyperlink to open the Edit Bank Account dialog box. Click the Enable Online banking check box, and click Next.
6. Identify the bank or financial institution.
You do this by providing your bank’s routing number. The welcome letter that you got from your bank should supply this information.
7. Identify the account.
Enter your account number and select an account type from the drop-down list box.
8. Enter your customer ID number.
Your customer ID may be your social security or taxpayer identification number.
9. Review your information.
Click Next to display dialog boxes that let you review the information. Assuming the information is correct, click Done.
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