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Financial Management FAQs

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Get it on the App Store
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

Or we can send you a link by email

Please enter a valid email address

Apple, the Apple logo, iPhone, iPad, Apple Watch and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Get it on Google Play
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

Or we can text a download link directly to your phone

Please enter a phone number

By providing your mobile number you are consenting to receive a text message. Text message fees may apply from your carrier. Text messages may be transmitted automatically.

Android is a trademark of Google Inc. Samsung is a registered trademark of Samsung Electronics Co., Ltd.

Our mobile app isn't available for all devices

If you don't see an app for your device, you may still be able to access our mobile website by typing bankofamerica.com in your mobile web browser.

Learn more about mobile banking options and supported devices

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Using My Portfolio®

My Portfolio allows you to go to a single place to find out the status of your Bank of America accounts, as well as accounts from other institutions that you choose to add to My Portfolio. You can add investment accounts, real estate holdings and loans, credit card accounts, non-Bank of America checking and savings accounts and even travel, hotel and other rewards accounts.

In addition, My Portfolio shows you your estimated net worth based on the information and accounts you’ve included. My Portfolio also provides automated charts and graphs that illustrate how and when you spend your money over time.

Using Quicken with Online Banking

Please note: Quicken DirectConnect is no longer supported for new users. You can easily download information from Online Banking to Quicken using Web Connect.

  1. Sign in to Online Banking and select your account
  2. Navigate to the Activity tab halfway down the page
  3. Select the Download link (please note: if you have a credit card account with no transactions, you won’t see a download link. You’ll first need to select a month with transactions from the Current transactions dropdown menu)
  4. For the Transaction period, select from the dropdown menu the transactions you wish to download
  5. For the File Type option,  select WEB Connect for Quicken 2015 and above
  6. Hit the Download transactions button to save the file to your computer
  7. Open your Quicken software and look for the file in your computer, in order to upload the file
Using QuickBooks with Online Banking

To use QuickBooks with Online Banking, you first must be enrolled in Online Business Suite. Enrolling in Online Business Suite will automatically enroll you in Online Banking with QuickBooks (Direct Connect). It’s easy and secure to enroll in Online Business Suite.

Once you are enrolled in Online Business Suite, you have two options: You can download information from Online Banking to QuickBooks using Web Connect, or you can access your accounts and pay bills directly through your QuickBooks software using Direct Connect.

Using Web Connect

Web Connect allows you to automatically download your transactions from Online Banking, launch your Quicken software, and reconcile your transactions all in one easy step. With Web Connect, there is no more searching for downloads and importing Quicken Interchange Format (QIF) files, and no more duplicate transactions due to multiple QIF downloads.