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 PortfolioFootnote 1. You can add investment accounts, real estate holdings and loans, credit card account, 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.
You can download information from Online Banking to Quicken.
You can also access your eligible accounts and pay bills directly through your Quicken software with Online Banking through Quicken Direct Connect. A monthly service fee may be assessed to use Online Banking through Quicken Direct Connect.
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.
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.
Enroll online. If you already use Online Banking, you can enroll online. Sign Up to Access Online Banking through Quicken Direct Connect. If you're not already using Online Banking, enroll in Online Banking now then call 1.800.933.6262 to sign up for Quicken online access.
Enroll with secure online mail. If you already use Online Banking, you can sign into Online Banking, select Mail and send a message to customer service, requesting enrollment in Online Banking through Quicken Direct Connect.
You may cancel your access at any time. If you wish to cancel please call 1.800.933.6262 for Bank of America Customer Service. If you do not access Online Banking through Quicken Direct Connect for 12 consecutive months, your access may be cancelled.
Your enrollment in Online Banking through Quicken Direct Connect automatically gives you access to Online Banking with Bill Pay at www.bankofamerica.com. Both services share information, even with bill payments. When you pay bills with one service, they will be automatically reflected on the other service.
|Money Market||Yes *|
|Personal Credit Card||Yes *|
|Line of Credit||No|
*up to 12 months of history plus current month