Customer Getting Started Guides




	Welcome Visitor

Highlights

	Connectivity Methods
	Connectivity Demos
	Connectivity Comp
	How to Get Started
	FAQs

QuickLinks

	FI Call / Newsletter
	Sign Up for Site Tour
	FFIEC Guidance (MFA)
	Express Web Connect
	Marketing Tiers
	Become a FI Partner
	OFX providers
	401(k) Connectivity

Download

	QuickBooks Software
	Quicken Software
	Tools

Support

	Contact FI Support
	Support Roadmap
	Training Videos
	Training Calendar
	Cheat Sheet
	OL KnowledgeBase

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.