- #Quicken setup help how to#
- #Quicken setup help update#
- #Quicken setup help software#
- #Quicken setup help password#
#Quicken setup help software#
Help > Quicken Help has detailed instructions about using your software to access Wells Fargo Advisors online.Should you have questions or need additional help, you can: (Note: this option may not be available for all financial institutions.As a courtesy to you, Wells Fargo Advisors provides instructions for basic functions within your software. If you have selected Web Connect, click Set up transaction download and follow the on-screen instructions to set up transaction download. Further, the transaction range available for download varies with each financial institution.) (Note: this option is available only for Direct Connect accounts. However, if you need to download transactions from a different period or if you are trying to correct a download problem, you can change this date range as needed or as directed by customer support. The default setting is based on your past download activity and is usually the best option. Specify your download range: You have the option to download transactions from a specific date till today or all available transactions.(Note: this option may not be available for all financial institutions.)
#Quicken setup help password#
Follow the on-screen instructions to provide a new password for your financial institution.
#Quicken setup help update#
For this, go to the Troubleshooting tab and click the Update Password button. Change your password: Some financial institutions using Direct Connect may allow you to change the password of your financial institution from Quicken.For example, if you want to change from Direct Connect to Quicken Connect. Change connection preferences: Go to the Downloads tab, click Change Connection Type and follow the on-screen instructions.If you have selected Direct Connect, you have these options: For this, go to the Troubleshooting tab, click the Update Password button and provide the updated password of your financial institution. Update your password: If you update your financial institution password at their website, you must update the new password in Quicken too.This will disable downloads for this account and you will need to manually enter all transactions. Stop automatic downloads: Go to the Troubleshooting tab and click Deactivate Downloads.For example, if you want to change from Quicken Connect to Direct Connect. Change connection preference: Go to the Downloads tab, click Change Connection Type and follow the on-screen instructions.If you have selected Quicken Connect, you have these options: You have certain configuration options depending on the automatic download type selected.The details of your download preferences are displayed.
You can configure these settings after you add an account in Quicken. If required, you can use the same window to edit these settings.
#Quicken setup help how to#
This topic provides detailed information on how to configure your account settings.