close Streamline Your Finances with Quicken® & Direct Connect
If you use Quicken® to track your finances, you can now manage your Affinity accounts within your software to:- Access account information
- View account activity
- Transfer funds
- Reconcile all your transactions
- And much more directly through Quicken at no charge!
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, mortgage and investment 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, savings, or investment 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:
|
