Please select your product and/or system type to view instruction guide.
Soft Token App:
IMPORTANT note on Aggregation/Express Web Connect services:
Aggregation services will be interrupted for up to 5 business days. Recommendations for the following services, during the outage:
- Quicken Win/Mac Express Web Connect – Convert to Web or Direct Connect if users prefer not to wait 5 business days.
- QuickBooks Online – Export a Web Connect file if users prefer to wait 5 business days.
- Mint - Instruct users to not open Mint for 5 business days after the conversion to ensure the Mint product is properly updated. No additional customer action should be required.