Streamline Your Finances with Quicken® via Direct Connect
- Access account information
- View account activity
- Transfer funds
- Reconcile all your transactions
Use these helpful instructions to set up your Affinity account(s) through your Quicken software. Call our Member Service Center at 800.325.0808 if you need help.
Don’t have Quicken? Affinity now offers a 15% discount on purchases of Quicken & QuickBooks®. Visit our online store and purchase a copy today.
| Online Banking through Affinity | Online Banking through Quicken® | |
|---|---|---|
| Who is it for |
Members who want access to their Affinity accounts online anywhere |
Members who prefer to manage their finances from within their Quicken software and want to download multiple accounts quickly |
| Accounts you can access |
Affinity checking, savings, loan, credit card, line of credit, and mortgage accounts |
Affinity checking and savings accounts, credit cards and personal lines of credit |
| What you can do |
|
|
| Account downloads |
Download account information that can be imported into Quicken manually |
Download and import multiple Affinity accounts automatically with one click |
| Bill Pay services |
Sign up for FREE Online Bill Pay to:
|
Sign up for Bill Pay* through Quicken so you can:
*If you choose to pay your bills through Quicken, you will incur a fee. Please refer back to Quicken for further information including pricing. |
| Cost |
Online Banking & Online Bill Pay are FREE |
Online Banking is FREE |
| What you need to sign up |
An Affinity checking or savings account, credit card, mortgage, or other loan or line of credit |
|
| When you can begin accessing your accounts |
Immediately |
Immediately |
| How to sign up | Sign Up for Online Banking |
There are two ways to sign up:
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