How do I link Quicken to my online accounts?

In order to establish a connection between your accounts and quicken use the following steps:

From Quicken (to download all accounts at one time)

1) Go to Tools and select Add Account.

2) Under Primary Account select Checking.

3) Select Advanced Setup near the bottom of the screen.

4) Type in Credit Union of Texas DC for the financial institution name and click next.

5) Connection Method should default to DirectConnect, click next.

6) Type in you Login ID (Username) and password then click connect.

If you would like more detailed instructions please click here or contact us and we will be happy to assist you.