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Connect Account in Quicken

Here are the steps to connect an account in Quicken 2017:

1. Select ‘Add Account’ (located in the Tools menu)Screenshot showing 'Add account'

2. Select the type of account to add (checking, savings, etc)
3. Enter ‘AltaOne’ to search for our institution Screenshot showing search for 'AltaOne Federal'

4. Click on ‘AltaOne Federal Credit Union - New’
5. Enter the online banking credentials for the account you wish to add.Screenshot showing login screen to enter online banking credentials

If you need further assistance with this process please contact us toll free at (800) 433-9727 or start a Live Chat with one of our representatives.