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Quicken Windows Express Web Connect

As First State Bank completes our online banking upgrade, you will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system. 

IMPORTANT: Express Web Connect will not be available until March 29, 2021, so please utilize another connectivity type if you need transaction updates during this downtime. There is no delay for Web Connect.

ON or AFTER: March 22, 2021 - 8 AM

1.  Deactivate online banking connection for accounts connected to First State Bank.

     a. Choose Tools > Account List.

     b. Click Edit on the account to deactivate.

     c. In Account Details, click Online Services.

     d. Click Deactivate. Follow prompts to confirm deactivation.

     e. Click the General tab.

     f. Delete the First State Bank Florida Keys account and account number information. Click OK to close window.

     g. Repeat steps for any additional accounts that apply.

2.  Reconnect the online banking connection for your accounts.

     a. Choose Tools > Account List.

     b. Click Edit on the account you want to activate.

     c. In Account Details, click Online Services and then choose Set up Now.

     d. Type First State Bank Florida Keys in the search field and click Next.

     e. Enter your First State Bank credentials.

         • Express Web Connect uses the same credentials you use for your First State Bank online banking login.

        Important: If your credentials do not work, contact us at 305-296-8535.

     f. Ensure you associate the accounts to the appropriate account already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.

        Important: Do NOT choose “Create a new account” unless you intend 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 or click Cancel..

     g. After all accounts have been matched, click Next and then Done.