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Express Web Connect / Aggregation Defined
1. How does Express Web Connect (EWC) work?
2. Which method will Quicken use when customers first set up their online account?
3. How does a customer enable his account for EWC?
4. What does my FI have to do to participate in EWC?
5. What account types will EWC support?
6. What other Intuit products are supported by the aggregation technology?
1. How does Express Web Connect work?
Express Web Connect uses aggregation technology (OFX and HTML screen parsing scripts) to login and access account transaction information on behalf of customers.
Access and retrieval of data is automated through the use of scripts and nightly aggregation.
Intuit servers receive the download of Web Connect data auDuring aggregation, Quicken logs in to your online banking web site on your customers behalf. Generally this happens once a day.
For more information on Security related to Express Web Connect please visit: Security Info.
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2. Which method will Quicken use when customers first set up their online account?
If your financial institution supports Direct Connect, Quicken will always use Direct Connect as the default connectivity method.
If your financial institution supports Web Connect only, Quicken will use Express Web Connect as the default connectivity method.
If a Direct Connect login session fails, Quicken will invoke Express Web Connect automatically.
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3. How does a customer enable his account for EWC?
Steps to enable Express Web Connect in Quicken Windows 2015
1. Choose Tools menu > Account List.
2. Click the Edit button of the account you want to activate.
3. In the Account Details dialog, click on the Online Services tab.
4. Click Set up Now.
5. Use Advanced Setup to activate your account.
6. Enter [Financial Institution name] and click Next.
7. On the Select Connection Method screen, select Express Web Connect.
8. Type your User ID and Password and click Connect.
9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
10. After all accounts have been matched, click Next. You will receive confirmation that your account(s) have been added.
11. Click Done or Finish.

For more details on how enable Express Web Connect in other Intuit products, see our Getting Started Guides.
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4. What does my Financial Institution have to do to participate in Express Web Connect?
If your Financial Institution supports Web Connect you will be automatically setup for Express Web Connect
If you suspect your financial institution has not been enabled for Express Web Connect and should be, please contact us to process your request: MSA Web Form.
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5. What account types will EWC support?
Quicken currently supports Checking, Savings, Credit Cards and Line of Credits.
Investment accounts are not currently supported.
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6. What other Intuit products are supported by the aggregation technology?
As we introduce more products using aggregation, we will keep our Financial Institution partners informed
Presently, these products utilize the aggregation technology:
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