What do I need to know if I use an account aggregator like Quicken or Mint?
If you use Quicken or Mint, please download and follow the special instructions below depending on your system to reconnect your accounts post conversion. Please note that both systems require up to 5 business days to refresh and update, so please do not attempt anything until after February 21, 2018.
Quickbooks will also be compatible post conversion now as well.
Express Web Connect Instructions:
Web Connect Instructions:
Please note: There is a chance that transactional data may be duplicated when your new account is set up. Click here to find detailed instructions on how to correct any duplicate data.
This answer has been viewed 2528 times.
Go to main navigation