Harbor Funds | Frequently Asked Questions - Quicken

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Quicken
How do I get help using Quicken? Show
For technical assistance using Quicken, visit Intuit's website or call 800-811-8766 (charges may apply). Harbor Funds does not provide technical support for this program.
What are my client ID and PIN for Quicken? Show
Your Harborfunds.com User ID is your client ID. Your Harborfunds.com Password is your PIN. 
If you have not yet registered for online access to your Harbor account, click here to establish your User ID and Password.
What account types can I download into Quicken? Show
You can download transactions for these Harbor Fund account types:

  • Personal non-retirement accounts such as individual, joint, and trust accounts.
  • Personal retirement accounts such as Traditional and Roth IRAs.
  • Employer-sponsored retirement plans such as 401(k), 403(b), and some types of pension plan accounts.
How do I use Quicken's Direct Connect? Show
Direct Connect allows you to download Harbor Funds transactions directly into Quicken without logging on to Harborfunds.com.

 

  • Always back up your Quicken data file before downloading your transaction data.
  • On your first download, Quicken will download the last 18 months of transactions. Subsequent downloads will only include new transactions.
  • Once the accounts are configured, your Quicken 2007 or higher software will automatically retrieve your most recent transactions for each account.

 

The instructions below are for Quicken version 2007 or higher. If you're using another version, see your Quicken software's Help files for specific instructions. To set up Direct Connect downloads:

  1. Select the File menu in Quicken, then New, then New Quicken Account.
  2. Indicate that the account is held at Harbor Funds.
  3. Choose "Yes, connect to Harbor Funds" as the method to set up those accounts.
  4. Enter your Harborfunds.com user name and password as your Quicken client ID and PIN.
  5. Choose Add a new Quicken account and choose a name for each account that displays. (You'll see your first six accounts.)
  6. Confirm that the accounts are set up correctly, and click Done.

If you have more than 6 accounts to download, follow steps 1-6 again for your next set of accounts.