If you experience a timing out of the connection during account setup this may be due to the request for recent transactions. Most institutions only keep the last 30-120 days of transactions available for download on their servers.
Some institutions may refuse help for setting up the service if you mention anything besides Quicken® or MS® Money. SEE Finance uses the same protocol and login credentials as Quicken Direct Connect Downloads. If you inquire with your institution's website, look for login and setup info for "Quicken Direct Connect Downloads". Some institutions also have to setup accounts for their Direct Connect downloads service separately for Macs and PCs, so for example even if you used Quicken® on PC you might need to be also setup to use Quicken on a Mac. Many institutions require special login credentials just for their Direct Connect downloads service, separate from their website login credentials, and/or charge customers additional fees to user their Direct Connect downloads service. Many do support Web Connect downloads for obtaining account information.ĭirect Connect downloads are primarily only supported by U.S. Not all institutions support Direct Connect downloads.
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