Education & FAQs

Quicken
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.
  • SEP IRAs and some types of corporate accounts.

 

What version of Quicken do I need to use? Show
You can use Quicken for Windows or Mac, version 2012 or later.
Is there a charge to access my accounts with Quicken? Show
No, there is no charge for using Quicken to access your account information.
How much transaction history will I see when I download my account history with Quicken? Show
For regular accounts, you'll be able to see up to 6 months of previous account history. You should download your transactions at least once every 6 months. If the last time you downloaded your transactions was more than 6 months ago, you should refer to your paper statements and enter any missing transaction information manually.

For retirement accounts, you'll be able to see up to 18 months of previous account history. You should download your transactions at least once every 18 months. If the last time you downloaded your transactions was more than 18 months ago, you should refer to your paper statements and enter any missing transaction information manually.

How do I link a new account? Show
To link an existing account in Quicken:
  1. Within your software, click Tools and select Account List.
  2. Click Add Account.
  3. Enter Harbor Funds when prompted for the financial institution.
  4. Enter your Harborfunds.com User ID and password, then click Next to connect.
  5. When you connect, you will receive your transactions.
How can I get additional Quicken assistance? Show
For technical assistance using Quicken, visit Intuit's Quicken support website or call 800-811-8766 (charges may apply). Harbor Funds does not provide technical support for this program.