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FVCbank

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Instructions for updating Quicken Windows with the new Online Banking Platform

Effective Monday, September 9, 2024

1. Deactivate online banking connection for accounts connected to the financial institution that is requesting this change.

  • 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 Financial Institution and Account Number information. Click OK to close window. 
  • Repeat steps for any additional accounts that apply. 

2. Reconnect the online banking connection for your accounts. 

  • 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 your institution’s name in the search field and click Next.
    Quicken Intuit ID: 53817 FVCbank
  • Enter your financial institution credentials. 
    • Express Web Connect uses the same credentials you use for your institution’s online banking login. 
    • Direct Connect might require credentials that do not match your online banking credentials. 

Important: If your credentials do not work, contact your financial institution. 

  • 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. 

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If your debit card is lost or stolen after hours, please call us for assistance: 703.436.4740

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Headquarters:
  • 11325 Random Hills Road
  • Suite 240
  • Fairfax, VA 22030
Phone: 703.436.3800
Routing Number: 056009505
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