Quicken needs to know what you want to do with the accounts it has found. Choose one that best matches the purpose of your real-world account. You may see various items in this list: Checking, Savings, Credit Card, Brokerage, IRA or Keogh plan, or 401(k). This is a list of your accounts that Quicken has detected at your bank or brokerage.
#Add an equity account in quicken for mac password
Your password will be saved in the Quicken Password Vault. To see the password while adding an account, select the Show Characters box to the right of the password box. Can I see my password while entering the user ID and password? If you are not sure what to do, use the user ID and password you would use to log in to your bank's website. If you did not receive special login instructions, use your website user ID and password here. If so, use your Direct Connect login information on this screen. You will know if you have Direct Connect if you specifically signed up for it and/or your bank or brokerage sent you a special user ID and password to use with Quicken. Did you receive "Direct Connect" instructions from your bank or brokerage?ĭirect Connect is a service some banks and brokerages use to connect to Quicken.
If you entered the user ID that you use to log in to your bank or brokerage website in the user ID field, then enter the website password as well. Can I use the password for my bank website? It may also be the user ID you use to log in to their website. It may be an account number or some other number assigned by your bank or brokerage.
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