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Conversion Information - Conversion Steps
Follow the steps below if any of these scenarios apply to your Financial Institution.
If you have any questions, please email QuickInfo@Intuit.com.
System change due to:
merger
processor change
system upgrade of any sort
Direct Connect is being added or removed
FITID Algorithm is changing
Updating Account Information
account number
PIN
routing number
User ID
Dropping Bill Pay Support
1. Complete the Conversion Questionnaire
 
Web Connect Conversion Questionnaire
Direct Connect Conversion Questionnaire

This will ensure we give you the best guidance for how to handle your Conversion. Email the completed questionnaire to QuickInfo@Intuit.com or the Implementation Manager with whom you are working. You will be contacted within 7 business days.
2. Intuit will make Conversion Recommendations
  Once Intuit has reviewed your completed questionnaire, we will contact you to discuss the scope of your project and recommend a plan to move forward.
3. Conversion Guide Instructions
  If Intuit determines your customers will need to take action, choose the appropriate template(s) to customize.
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