My Financial Institution (FI) Information

 

Delete these Instructions after customization
Use this page to customize the information available to your customer service representatives. This basic template provides simple examples of the types of custom content that may be helpful.

 

The easiest way to edit this Web page is to use Microsoft Word. From the Web page, choose File à Edit with Microsoft Word. Make all customizations as necessary, and save as you would a normal MSWord document. The file needs to be saved in the same file name and folder as you opened it. When this file is launched from the Simulator, it displays as the html Web page.

 

Our Favorite Links

 

Include any helpful Web links here.

 

FI.Intuit.com

http://www.fi.intuit.com

 

 

 

 

 

 

 

 

Our Financial Institutions Custom Notes

 

Include any useful notes about Quicken or QuickBooks here.

 

Login Name

SSN, for example

 

 

 

 

 

 

 

 

Our Top Online Errors

 

Include best practices for our top online errors here.

 

Error Name/Code

Content or Web link