| Implementation |
Web Connect |
Direct Connect |
| Software supported |
   |
|
| OFX server required |
No |
Yes |
| Functionality |
Web Connect |
Direct Connect |
| Offers reduced data entry |
 |
|
| Unique transaction IDs to avoid duplicates |
|
|
| Quicken account selection automatic during download |
|
|
| Create Quicken account during 1st download |
|
|
| Specific financial institution setup instructions |
|
|
| Auto-calculates opening balance and statement date - no manual setup! |
|
|
| Security - Industry standard encryption supported |
|
|
| Bank and Investment statement download supported |
|
|
| In-product Messaging |
|
|
| Date range pre-selected |
|
|
| One Step Update: Direct download supported |
|
|
| Auto-create ALL Quicken accounts during 1st download |
|
|
| Online Bill Pay in Quicken |
|
|
| OFX email in Quicken |
|
|
| Intra-FI Online Transfers in Quicken |
|
|
