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's call center at 1-833-562-1086
(Mon.-Thurs. 5 a.m.-8 p.m.) (Fri. 5 a.m.-6 p.m.) and (Sat. 6 a.m.-2:30 p.m.) Pacific Time.

• Direct Connect might require credentials that do not match your Evergreen Online Banking credentials

  • Ensure you associate the accounts to the 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's call center at 1-833-562-1086
(Mon.-Thurs. 5 a.m.-8 p.m.) (Fri. 5 a.m.-6 p.m.) and (Sat. 6 a.m.-2:30 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 the 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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