Product Features

• Download your account information
• Pay your bills online
• Transfer funds between accounts
• Track your investment portfolio
• Reconcile your account statements
• Organize all your financial information

Product Benefits

• Create a budget
• Prepare for your business' financial future

Enrollment

To enroll for Banking Online with Quicken^®, complete and submit the Banking Online Enrollment Form.

Enroll now

Setting Up Quicken for Banking Online

In order to access your Trust Standard Bank account(s) via Quicken, you must:

1. Enroll in Business Banking Online and complete the security enrollment process
2. Be granted the appropriate user entitlements by a business administrator
3. Install Quicken and configure the software to connect to your Trust Standard Bank account(s)

The configuration instructions are different for each version of Quicken. We support the current versions (those introduced within the last two years) of Quicken for Windows and Quicken for MAC.

When installing Quicken for the first time, the easy to follow software wizard will guide you through the setup.

If you have been using Quicken and now wish to set up online access, go to Online in the toolbar, and select Online Account Services Set Up. At this point the software wizard will guide you through the set up.

Need More Help?

• Refer to the Quicken Help section in the software
• Go to the Quicken support site: https://www.quicken.com/support

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