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    
Automated Systems x x x x x x         x x    
Beacon Software x   x   x x           x    
Cardinal Solutions x x x x x x x     x       x
FIS Fidelity Information Services 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    
EEI x x x x x x x x x x x     x
Enhanced Software Products x x 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
Fiserv x x x x x x       x x x    
Forum Solutions x x     x                 x
FPS Gold x x x   x x           x    
First Data x x x   x x x         x    
Galaxy Plus x x     x x           x    
D+H Financial Tech x x x   x x x         x    
Innovision x x x x x x x x x   x     x
Integrated Bank Technology x x x   x x           x    
Intelidata x x x x x x x     x x     x
Jack Henry x x x x x x x       x x    
FIS/(old nameMetavante) x x x 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     x x x    
Pershing x x   x       x     x x    
P & H solutions Inc. x   x   x x           x    
ACI Worldwide/PM Systems x x     x x x         x    
PSI x x x x x x         x     x
ACI Worldwide/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
Sungard Asset Management x       x     x         x  
Symitar Systems-Episys 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.