Introduction - Documentation and Procedures
NOTE: Quicken Web Connect/Express Web Connect accounts use the same Username and PIN/Password as Empower FCU website.
Task 1: Conversion Preparation
- Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data Files and follow the instructions.
- Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.
Task 2: Deactivate Your Account(s) At Empower FCU on or after 11/19/2015
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to deactivate.
- In the Account Details dialog, click on the Online Services tab.
- Click Deactivate. Follow the prompts to confirm the deactivation.
- Click on the General tab.
- Remove the financial institution name and account number. Click OK to close the window.
- Repeat steps 2–6 for each account at Empower FCU.
Task 3: Re-activate Your Account(s) at Empower FCU on or after 11/19/2015
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to activate.
- In the Account Details dialog, click on the Online Services tab.
- Click Set up Now.
- Use Advanced Setup to activate your account.
- Enter Empower FCU and click Next.
- On the Select Connection Method screen, select Express Web Connect.
- Type your User ID and Password. Click Connect.
IMPORTANT: You may be presented with a security question from your Financial Institutions prior to receiving your accounts.
- Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching account in the drop-down menu.
IMPORTANT: Do NOT select Add to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore – Don’t Download into Quicken.
- After all accounts have been matched, click Next. You will receive confirmation that your account(s) have been added.
- Click Done or Finish.
Thank you for making these important changes!