For Existing Users - Migrating to the new Quicken experience

Important: Once you open Quicken, it is crucial to backup your data file before proceeding with any further conversion steps.

Follow the steps below to ensure a seamless and secure migration process:

On Windows:

1. Go to File > Copy or Backup File > Create a complete backup.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.
4. Deactivate online banking connection for accounts connected to Goldman Sachs. Choose Tools > Account List.
5. Click Edit on the account to deactivate.
6. In Account Details, click Online Services.
7. Click Deactivate. Follow prompts to confirm deactivation.
8. Click the General tab.
9. Remove the Financial Institution and Account Number information fields that are located on the General tab. Click OK to close the window.
10. Repeat steps for any additional accounts that apply.
11. Now reconnect the online banking connection for your accounts. Do not enter your Goldman.com username and password to connect to Quicken. 
12. Choose Tools > Account List.
13. Click Edit on the account you want to activate.
14. In Account Details, click Online Services and then choose Set up Now.
15. Type your institution’s name in the search field (Goldman Sachs Private Wealth) and click Next.
16. On the Add account page, select on the right-hand side Set Up Here link. 
17. This will bring you to the GS/ Quicken authentication page which prompts you to enter your Goldman.com credentials.
18. Copy access code and pin by clicking on the double box icon next to the long Access ID and PIN.
19. Return to the Add Account page in Quicken and paste your Access ID and PIN to proceed
    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.
20. Associate your accounts by clicking on “Link to an existing account” and selecting the matching accounts in the drop-down menu.
    Important: Do NOT select “Create a new account” unless you intend to add a new account to Quicken. If you are see accounts you do not want to track in this data file, choose Ignore – Don’t add to Quicken or click Cancel
21. After all accounts have been matched, click Next and then Done

On Mac:

1. Go to File > Save a backup.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.
4. Click your account in the Accounts list on the left-hand side
5. Choose Accounts > Settings > Downloads
6. Click on Disconnect Account
7. Confirm the action and select Disconnect on the confirmation pop-up.
8. Repeat steps for any additional accounts that apply.
9. Now reconnect the online banking connection for your accounts. Do not enter your Goldman.com username and password to connect to Quicken.
10. Choose Tools > Account List
11. Click Edit on the account you want to activate
12. In Account Details, click Online Services and then choose Set Up Now
13. Type your institution’s name in the search field (Goldman Sachs Private Wealth) and click Next
14. This will bring you to the GS/ Quicken authentication page which prompts you to enter your Goldman.com credentials.
15. Copy access code and pin by clicking on the double box icon next to the long Access ID and PIN.
16. Return to the Add Account page in Quicken and paste your Access ID and PIN to proceed
    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.
17. Associate your accounts by clicking on “Link to an existing account” and selecting the matching accounts in the drop-down menu.
    Important: Do NOT select “Create a new account” unless you intend to add a new account to Quicken. If you are see accounts you do not want to track in this data file, choose Ignore – Don’t add to Quicken or click Cancel
18. After all accounts have been matched, click Next and then Done

GS secure login flow will look as follows –