Connecting to BayPort with Quicken Express Web Connect
Add Account: Select Account Type
Access the Quicken ‘Add Account’ window. Quicken offers various ways to get to this window we use the top navigation menu Tools > Add Account…
Select a Primary Account and click Next.
Add Account: Go to Advance Setup
Click the Advanced Setup link this will ensure that you are able to properly activate and register for Direct Connect regardless of your current version and release of Quicken.
Add Account: Enter BayPort Credit Union
Select “I want to select the connection method used to download my transactions” then type in 'BayPort Credit Union'. Click Next.
Add Account: Select Connection Method
Select ‘Express Web Connect’ and click Next.
Add Account: Select Connection Method
You are now prompted to enter login information enter your information exactly as you would for signing into Online Banking at https://www.bayportcu.org and click Connect.
