OFX offers you an easier, faster, and more accurate download experience. Many banks, credit card, brokerage, and 401(k) companies support OFX and now connect to Quicken for automatic data downloads.* Does your financial institution support download into Quicken?
You now get the power of financial software with the ease of login in to your financial institution Web site. After Quicken is installed, all you have to do to get started is enter the name of your financial institution, Customer ID, and PIN. Quicken then goes online to set up the accounts and downloads recent transactions. The opening balance automatically matches the current online balance at the financial institution, and thanks to auto-categorization, you receive immediate insight into your spending without doing any work. *Online features require Internet access and are subject to change. Services vary among participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.
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