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Have questions about the differences between Web and Direct Connect? Check out our FAQ. If you’re connecting your CPB account(s) to Quicken for the first time, please skip to Set Up Now. The following steps will guide you through the process of switching to Direct Connect (DC). If your CPB account was connected to your Quicken program before 12/9/22, you’re using Web Connect (WC). Quicken is a registered trademark of Intuit Inc., used under license.We'll help you set up Direct Connect for Quicken on your Windows computer.

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Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.

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The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC.

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30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.

Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 20 (for Deluxe and higher).

Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.

If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem.

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Standard message and data rates may apply for sync, e-mail and text alerts.14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. Third-party terms and additional fees may apply. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.Instead, cut and paste the URL link directly into your browser.ĭoes this mean that someone tried to access my account? When you receive email notifications, do NOT click on suspicious links.Use unique information-not basic information that can easily be found online.

NOT use the same password for your Quicken products that you use for any other online products.Even with Secure Login in place, you can help fight fraud by making sure to: It is important that you not only create strong passwords, but also avoid using the same password for all your accounts. We always recommend that customers take precautions to protect their identity. Moreover, multi-factor authentication is becoming very common for financial services and sensitive web accessible products. Our customers’ privacy and security is our main priority. You entrust us to protect sensitive data and we take that seriously. We have increased the number of steps to access your account because of the increase of identity theft.

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