For New Users - Setting up a fresh Quicken experience

To link Goldman accounts for the very first time,

Windows and Mac:

1. Click on the ‘+’ icon on the top left of your Quicken view to add new accounts
2. Type your institution’s name in the search field (Goldman Sachs Private Wealth) and click Next.
3. For first time login, click on Set Up Here link to generate an Access ID and PIN. Do not enter your Goldman.com username and password to login to Quicken
4. This will bring you to the GS/ Quicken authentication page which prompts you to enter your Goldman.com credentials.
   Important: If your credentials do not work, contact GS Technical Support (+1-877-465-3626). It is recommended you save these credentials on Quicken Vault/ Keychain to avoid having to re-enter them as prompted. You might be prompted to re-enter your PIN for connectivity establishment once every 90 days and/ or if you sign out and sign in to Quicken.
5. Copy credentials generated through GS secure login flow by clicking on the double box icon next to the long Access ID and PIN.
6. Return to the Add Account page in Quicken and paste your Access ID and PIN to proceed
7. After all accounts have been loaded, click Next and then Done.

GS secure login flow will look as follows –