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What to do if my bank is not listed
when I try to add an account
Last updated: 01/12/2018 Article ID: GEN82114
3-4 minutes
Overview
Quicken maintains a list of the financial institutions that support
online services with Quicken. When you're creating an account in
Quicken, you may not be able to find your financial institution on the
available list; there could be a couple of reasons for this:
Your financial institution isn't available for use with Quicken. If
this is the case, you will need to manually add your account and
transactions to Quicken.
Quicken's financial institution list may need to be updated.
Follow the steps below to update the financial institution list in
Quicken. Quicken typically checks for updates to this list every 48
hours, but if your financial institution has recently merged with
another bank, or made changes to the online services they
offer, you may need to manually refresh Quicken's financial
institution list.
Quicken for Windows
First, download a new financial institution list:
In the upper left, choose Tools 1. > Online Center.
Hold down CTRL+SHIFT on your keyboard and click Contact Info
(at the top of the window) with your mouse.
2.
In the dialog box that is displayed, check the box for Download FI
list and click the Refresh button.
3.
4. Close the Online Center.
5. Exit and Re-launch Quicken.
6. Go to Tools > One Step Update
Clear all check boxes, except for Download Quotes, to create a
"blank" update.
7.
8. Click Update Now.
9. When Update is complete, exit and re-launch Quicken.
10. Complete the Add Account (or Activate Account) procedure.
Second, refresh Branding & Profile:
To resolve download issues in a Direct Connect account you'll need
to refresh your financial institution's branding server and profile
information. This can be done by following the directions below:
1. In the upper left, choose Tools > Online Center.
Hold down CTRL+SHIFT on your keyboard and click Contact Info
(at the top of the window) with your mouse.
2.
In the dialog box that is displayed, select the problem account from
the drop down menu.
3.
With the account selected, check the box for Financial Institution
Branding and Profile and click on the Refresh button.
4.
5. Repeat steps 2-4 for each account that is having problems.
Click the Update/Send button at the top of the Online Center to
complete the connection.
6.
Quicken for Mac
Click on Accounts at the top of your screen, then select New, and
choose the account type (or one of the account types) you want to
add (for example: Checking, Savings, Credit Card).
Click on My bank is not on the list at the bottom left corner of the
Add [account type] window.
Click the Update List button to start the refresh process.
Click Show List when the update is complete.
Search for your financial institution again.
If your financial institution is still missing after updating the
financial institution list
Your bank may not yet be supported by Quicken. If you want
Quicken to be supported, you will need to contact your financial
institution directly, and tell them you'd like to download your
accounts into Quicken.
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