Quicken and QuickBooks Service Providers of Financial Institution Account Connectivity
OFX Service Provider Software Connected Download Method Type of Accounts that Can Download Required Testing by Intuit
Quicken Windows Quicken Mac Quick Books Direct Connect Web Connect Banking Credit Card Invest-ments 401K Pay-ments Auto a/c setup None* Some Testing¹ Full Testing¹
Access Softek, Inc. x x x x   x         x x    
Atris Technology x   x   x x               x
AudioTel x x x   x x           x    
Automated Financial Systems x     x       x     x x    
Business Logic                           x
Cardinal Solutions x x x x x x x     x       x
Certegy East x x x   x x x         x    
Certegy West x x x   x x x         x    
CheckFree x x x x   x x     x x     x
CMC/Flex x x     x x               x
Corillian x x x x x x x     x x     x
Digital Insight x x x x x x x     x x x    
DST x x   x x     x     x x    
eCU Technologies x x     x x x         x    
EDS x x x x   x x     x x x    
EEI x x   x x x x x x   x     x
Fidelity IBG x     x       x           x
Fidelity IFS x x x   x x             x  
Fidelity National x     x   x       x x     x
Financial Fusion x x   x   x x     x       x
First Clearing Corp. x       x     x       x    
Fiserv x x x x x x       x x x    
Forum Solutions x x     x                 x
FPS Gold x x x   x x           x    
FundsXpress x x x   x x x         x    
Galaxy Plus x x     x x           x    
Harland - Cavion Plus x x x   x x x         x    
Harland - Intrieve x   x   x x x         x    
Harland - Phoenix x x x   x x           x    
Harland - Ultradata x x x x x x x         x    
Innovision x x x x x x x x x   x     x
Integrated Data Systems x x x   x x x         x    
Intelidata x x x x x x x     x x     x
ITI x x x x x x           x    
Jack Henry x x x x x x x       x x    
Metavante x x x x x x x x   x x   x  
NCR-Edify x x x x   x x       x x    
NCR-Corillian Voyager x x x x x x x     x x x    
Open Solutions Inc.(OSI) x x x x x x       x x   x  
ORCC x     x   x x     x x x    
Pershing x x   x       x     x x    
PFPC, Inc. x       x       x         x
Phase2e, Inc. x     x   x       x x     x
P & H solutions Inc. x   x   x x           x    
Penson Financial Services, Inc. x       x     x       x    
PM Systems x x     x x x         x    
PSI x x x x x x         x     x
S1 x x x   x x x         x    
SciVantage x       x     x         x  
SEI Investments x       x     x       x    
Share One x x     x x               x
SOSystems x x     x x               x
Suchak Data Systems (SDS) x x x   x x             x  
Sungard Asset Management x       x     x         x  
Symitar Systems-Cruise x       x x           x    
Symitar Systems-Episys x x x x x x x       x x    
Teknowledge x x   x   x x       x     x
Users x x x x x x x     x x x    
Wescom Resources Group x x     x x x         x    

* Auto-launch (without Intuit testing) is available to financial institutions whose data is hosted by the OFX Service Provider.
¹ Intuit testing fees may apply.

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