Connect Account in Quicken

Connect Account in Quicken

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

1. Select ‘Add Account’ (located in the Tools menu)




















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




















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




















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.