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Quicken for Mac Conversion Instructions

2005-2007 - Web Connect to Direct Connect

As Castle Rock Bank completes its system upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data. To complete these instructions, you will need your login credentials for the Castle Rock Bank website.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

NOTE: This update is time sensitive and can be completed on or after 8/12/14.

Task 1: Conversion Preparation

  1. Backup your data file. For instructions to back up your data file, choose Help menu > Search. Search for Backing Up, select Backing Up Your Data, and follow the instructions.
  2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Search. Search for Updates, select Check for Updates, and follow the instructions.

Task 2: Deactivate Your Account(s) At Castle Rock Bank

  1. Choose Lists menu > Accounts.
  2. Select the account that you want to disable and click Edit.
  3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.
  4. Remove the information within the Account Number and Routing Number fields.
  5. Click OK to save your edits.
  6. Repeat steps 2 - 5 for each account at Castle Rock Bank.
  7. Verify that your account list does not display a blue online circle icon for any accounts at Castle Rock Bank.

Task 3: Re-activate Your Account(s) at Castle Rock Bank.

  1. Select your account under the Accounts list on the left side.
  2. Choose Lists menu > Accounts.
  3. Select your first disabled account and click Edit.
  4. Click the Financial Institution drop-down list and select Change Financial Institution.
  5. Click Update List.
  6. In the Financial Institutions dialog, select Castle Rock Bank from the list and click Use.
  7. Enter the Customer ID and PIN. Click OK.
  8. In the Add Online Services dialog, match your first account to the appropriate account number. Click OK.

    NOTE: Each account will be displayed below "Use an existing account".
  9. Click OK.
  10. Click OK to close the Edit Register page.
  11. Choose Lists menu > Accounts. Verify that each account at Castle Rock Bank has a blue online circle indicating that it has been reactivated for online services.

Thank you for making these important changes!


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