Intuit Quicken^® Direct Connect and Express Web Connect

Instructions: Quicken^® Windows Direct Connect and Express Web Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Tools > Account List
• Click Edit on the account to deactivate
• In Account Details, click Online Services
• Click Deactivate. Follow prompts to confirm deactivation
• Click the General tab
• Delete Evergreen Federal Bank and Account Number information. Click OK to close the window
• Repeat steps for any additional accounts that apply.

RECONNECT Online Banking connection for accounts that apply

• Choose Tools > Account List
• Click Edit on the account you want to activate
• In Account Details, click Online Services and then choose Set up Now
• Type Evergreen Federal Bank in the search field and click Next
• Enter your credentials

• Express Web Connect uses the same credentials you use for your Evergreen Online Banking login.
If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
Mon. - Friday. 9 a.m.- 5 p.m., Pacific Time.

• Direct Connect might require credentials that do not match your Evergreen Online Banking credentials

• Ensure you associate the accounts to appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
  Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel
• After all accounts have been matched, click Next and then Done.

Instructions: Mac Direct Connect and Quicken Connect

ACTIVATE the Online Banking connection for accounts connected to Evergreen Federal Bank

• Click your account in the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter Evergreen Federal Bank in the search field, select the correct option and click Continue
• Enter your credentials

• Express Web Connect uses the same credentials you use for Evergreen Online Banking login.
If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
Mon. - Fri. 9 a.m. - 5 p.m., Pacific Time.

• Direct Connect might require credentials that do not match your Online Banking credentials

• In the “Accounts Found” screen, ensure you associate each new account to appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
  Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken
• Click Finish.

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