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for Windows Direct Connect Conversion Instructions
As you know, Legend Bank is changing our online and mobile banking systems to provide you with a better, more robust banking experience. 
 

Before August 17 IconThere are some very important, time sensitive items that you'll need to complete as a part of this transition. We asked that you pay careful attention to the dates listed for each item below.  Prior to this transition, you will need to modify your online settings for Quicken for Windows to ensure transition of your data and it is critical for you to complete a final download of your data before August 17, 2020 by 2 pm CST.  

To complete these instructions, you will need your login credentials for Direct Connect.
 
IMPORTANT NOTE
Direct Connect may require registration. Please contact us to verify your Direct Connect login information.

It is important that you perform the following instructions exactly as described and in the order presented. This conversion should take 15–30 minutes. We appreciate your time with this transition to ensure your data transitions properly. 
 
Action Items
Please follow the steps below to ensure your data transitions properly.

Before August 17 Icon Action Item #1 

Backup and Update
  1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.
 

Before August 17 Icon Action Item #2

Complete a final download before 2 pm on August 17.
  1. Choose Tools menu > One Step Update.
  2. Depending on how you manage financial institution passwords, you may be prompted to enter your Vault password at this time or to enter individual passwords in the One Step Update dialog.
  3. In the One Step Update Settings dialog, make sure all items are checked and click Update Now.
  4. If new transactions were received from your connection, accept all new transactions into the appropriate registers.
    • IMPORTANT NOTE
      If you need assistance matching transactions, choose Help menu > Quicken Help. Search for Matching Transactions and follow the instructions.
 

Before August 17 Icon Action Item #3

Disconnect Accounts in Quicken before 2 pm on August 17.
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you intend to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click on Deactivate or Deactivate Online Payment (only available if you use bill pay services). Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account you are disconnecting.
 

Aug 18 Date Icon Action Item #4

Reconnect Accounts to the new Legend Bank Online Banking on August 18. 
  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter Legend Bank NEW in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Direct Connect.
  8. Type your Direct Connect User ID and Password and click Connect.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
  10. Do NOT choose Add to Quicken unless you want 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.
  11. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  12. Click Done or Finish.
Thank you for making these important changes. If you have any questions or we can provide you with further assistance, please contact us.