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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