Setting Up Remote Internet Access to Your Accounts
Quicken offers a feature that allows you to access account and portfolio information (that is available for online access in Quicken) from
anywhere
that you have an Internet connection. For example, if you are on vacation, traveling for your job, or just away from your computer, you can tell Quicken to send your account information to Quicken.com. From that website, you can access your accounts, get updated portfolio share information, and so on. It's a way to manage your accounts and portfolio information when you are away from home.
Set Up Portfolio Accounts for Internet Access
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Click
Edit, Preferences, Customize Online Updates.
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If you have portfolio accounts that you want to set up for remote access, click the
Portfolio
tab, and then click the accounts you want to set up.
TIMESAVER
If you want all your accounts to be accessible from the Internet, you can quickly select them all by clicking
Mark All
. To quickly remove all accounts that are currently selected (check marks appear
next
the accounts that are selected for Internet access)for example, when you are back home and don't need remote access any longerclick
Clear All.
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Click the investment accounts that you want to access via the Internet. A check mark appears next to the accounts you select.
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If you have investments on a watch list that you want to continue to track remotely, click the
Track My Watch List on Quicken.com
option.
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See "Tracking and Managing Investment Performance" on page 131 for more information about watch lists.
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To view share (value and tax) information on Quicken.com, select
Send My Shares
. Or, to only see the symbols, select
Send Only My Symbols
.
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Click
OK
to finish the setup or go to step 1 of the next task to set up or change remote access for your bank accounts.
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You can select the quotes you want to download.
On the Quotes tab, you can select the quotes that you want to download to Quicken by clicking the security
name
. To add a new security, click
New Security
. To change an existing one, you select the security name and click
Edit Security
. In addition, you can look up security symbols by clicking the
Look Up
symbol.
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Set Up Accounts for Internet Access
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Click the
Accounts
tab.
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Select the accounts that you want to access from Quicken.com.
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If you already have accounts set up for remote access and you want to update the information on Quicken.com with the latest information from Quicken, select
Resend All Items to Quicken.com
.
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Click
OK
or, to set Internet connection preferences, go to step 1 of the next task.
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See the previous task "Setting Up Remote Internet Access to Your Accounts" on page 53 for information on how to access the Accounts tab on the Customize Online Updates window.
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You can view accounts on Quicken.com.
Selecting accounts on the
Accounts
tab enables you to review account
balances
from anywhere, as long as you have Internet access and a login ID and password for Quicken.com.
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The Resend All option is not available until after you update Quicken.com for the first time.
After you update Quicken.com for the first time, the
Resend All Items to Quicken.com
option becomes available. For faster downloads using One Step Update, keep this check box cleared.
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Set Connection Preferences
-
Click the
Connection
tab.
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To participate in the usage study, select the
Quicken Usage Study
option. The usage study informs Intuit of how you use its software, information that's used to improve Quicken.
-
To send updated account information to Quicken.com each time you
open
Quicken, select
Run One Step Update When Starting Quicken
.
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To be prompted to change your Quicken.com ID or password, select
Change My Quicken.Com Member ID and Password the Next Time I Run One Step Update
.
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When you are finished making changes to the Customize Online Updates window, click
OK
to save all your changes.
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See the "Set Up Portfolio Accounts for Internet Access" task on page 53 for information on how to access the
Connection
tab on the Customize Online Updates window.
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