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Customer Getting Started Guides
To help your customers get up and running with your new online services, we have provided these guides for you to customize and include in your Welcome Kits.

Direct Connect
Quicken for Windows-Banking Quicken for Windows-Investing Quicken for Mac-Banking Quicken for Mac-Investing QuickBooks Windows
Account Info
2006 |
2007 - 2008

No Account Info
2006 |
2007 - 2008
Account Info
2006 |
2007 - 2008

No Account Info
2006 - 2007
Account Info
2006 | 2007


No Account Info
2006 - 2007
Account Info
2006 | 2007
Direct Connect only FI
2006 - 2007 |
2008

Direct Connect & Web Connect FI
2008

Web Connect
Quicken for Windows-Banking Quicken for Windows-Investing Quicken for Mac QuickBooks for Windows QuickBooks for Mac
2005 - 2006
2007 - 2008
2006
2007 - 2008
2006 | 2007
2006 - 2008 2006 - 2007

Note: Account Info is a technical feature which, when enabled on your financial institution's OFX server, will provide every online account and its associated account information to your customers once they enter their ID and PIN. This greatly reduces manual entry errors when setting up accounts.
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