Enrolling your account for Quicken, Microsoft Money, or Quickbooks


*The following instructions assume you have logged in to online banking and are starting from the Account Summary page.

Step 1: Select Enroll for Money/Quicken/QuickBooks from the e-Services menu in the top navigation bar.

Step 2: Carefully review the information on the screen.

Step 3: Select the Personal Financial Management tool for which you would like to enable your account.

Step 4: Click Submit. Your account is now enabled for use with the Personal Financial Management software you selected.

* You will use your Online ID and Password to log in to both your Personal Financial Management software and Internet Banking.

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