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SEE FINANCE ACCOUNTS DOWNLOAD CONNECTION ERROR MANUAL
SEE FINANCE ACCOUNTS DOWNLOAD CONNECTION ERROR SOFTWARE
SEE FINANCE ACCOUNTS DOWNLOAD CONNECTION ERROR PASSWORD

If you still have trouble double check with your financial institution to verify your account(s) are setup and able to use Direct Connect for software such as Quicken® and that you have the correct login credentials to connect. If you receive any error screens and messages, double check the information you entered is correct and try again.

Select the "Import" button and you're done!.

***Make sure to check the checkbox(es) in the Import column to import the transactions for the selected account.*** If you did choose to download all available transactions the OFX import window will raise and show the transactions downloaded for the selected accounts.

If you didn't choose to download all available transactions you are all done.

Select the desired account from the list and click "Next". ***If there were multiple accounts are found that match the information you entered you will be presented with the "Multiple Accounts Found" screen.

If there is only one account found that matches the account information you entered then you will be shown the "Account Downloads Setup Complete" screen showing information about your account.

Wait another moment while SEE Finance connects to the institution to retrieve your account information from the institution.

SEE FINANCE ACCOUNTS DOWNLOAD CONNECTION ERROR MANUAL

Manual setup is supported by all institutions whereas account discovery is not. Occasionally there may be the need to use the other means of account setup (account discovery or manual setup). The method of setup is initially chosen based on this response. Note: When setting up an account for downloads the institution responds whether or not they support setting up accounts using account discovery or manually using account specific information. Be sure to check whether or not you would like to download all available transactions or not. Also, you have the option to store your login credentials in the Apple Keychain on your computer in order to allow quicker downloads in the future (no user account information is ever saved in SEE Finance see note below).

SEE FINANCE ACCOUNTS DOWNLOAD CONNECTION ERROR PASSWORD

Depending on your financial institution you may just need to enter your user name and password to use account discovery OR you might have to enter the one or more of the following: type of account, account number, routing number (aka bank number), ID/user name, and PIN/password (manual setup). Next, if successful connections have been made, you will be asked for information to setup your account.Wait a moment while SEE Finance connects to the institution to retrieve current information about the institution.Find your financial institution by scrolling the list or using the search field under the list and click "Next".Wait a moment for the list of financial institutions that offer Direct Connect to load.From the Menu Bar select "Accounts" then "Setup Downloads.".Select the account you want to setup Direct Connect for from the Account List.To Setup Direct Connect Account Downloads: