Attention PPP Loan Clients: Please visit F&M Bank’s PPP Forgiveness Knowledge Center for up-to-date information about the PPP Loan Forgiveness process.
Quicken®, Quickbooks™, and Mint Conversion for F&M Bank's New Online and Mobile Banking
How will F&M Bank's New Online and Mobile Banking impact my use of online financial services platforms?
Upon implementation of F&M Bank's New Online and Mobile Banking, Clients using online financial services platforms that utilize your Online and Mobile Banking credentials, such as Quicken®, Quickbooks™, and Mint, will be required to re-authenticate and relink to F&M Bank in order to use these financial services platforms on a go forward basis.
How can I prepare for the transition?
To prepare, Clients are encouraged to download transactions from the platforms they utilize by Friday, April 26, 2019. You will need to deactivate and reactivate your account as well as carefully review downloaded transactions after the reactivation. Refer to the key dates and instructions for the different platforms below to assist you through this conversion. Note: Some of the financial services platforms do not allow you to reconnect for a certain period of time. Users who attempt to connect during the service interruption will receive a system notification.
|Financial Services Platform||Last Day to Download Transactions||Log In On or After|
|Mint||Friday, April 26, 2019||Summer 2019|
|Quicken® for Web Connect||Friday, April 26, 2019||Monday, April 29, 2019|
|Quicken® for Direct Connect||Friday, April 26, 2019||Monday, April 29, 2019|
|Quicken® for Express Web Connect||Friday, April 26, 2019||Monday, May 6, 2019|
|Quickbooks™ for Web Connect||Friday, April 26, 2019||Monday, April 29, 2019|
|Quickbooks™ for Direct Connect||Friday, April 26, 2019||Monday, April 29, 2019|
|Quickbooks™ for Express Web Connect / Quickbooks™ Online||Friday, April 26, 2019||Summer 2019|
What are my options during the service interruption?
|Financial Services Platform||Option|
|Mint||As an alternative to Mint, F&M Bank now offers a Personal Financial Management (PFM) tool similar to Mint that allows you to link your accounts and track finances from other financial institutions.|
|Quicken® Windows/Mac Express Web Connect||Convert to Web or Direct Connect if you cannot wait five business days. Clients are encouraged to use this option.|
|Quickbooks™ for Express Web Connect / Quickbooks™ Online||You may manually import your transactions following the Quickbooks™ Online instructions below.|
Please click on the links below for conversion information and instructions based upon your computer set-up and the platform you are using.
Mint Conversion Information
Quickbooks™ for Web Connect
Quicken® for Web Connect
Quickbooks™ for Direct Connect
Quicken® for Direct Connect
Quickbooks™ for Online
Quicken® for Express Web Connect
If your financial services platform is not listed above, please contact us for assistance.
F&M Bank Client Care Center:
M- F: 8:00am to 9:00pm PT
Sat: 8:00am to 9:00pm PT
Sun: 8:00am to 5:00pm PT
1Only available to clients with a personal debit card and a personal online banking profile. Terms, Conditions and Limitations apply.