Task 2: Optional task - Complete a final download before disconnecting accounts 1. Bank of America does not deliver and is not responsible for.Update QuickBooks, select Check for QuickBooks Updates and follow the instructions. Be/o6fGzH8aQq4Get Your QuickBooks Online. From the Banking menu, select Bank Feeds, then Bank Feeds Center.My Portfolio Service (Not available through Mobile Banking Apps or Mobile Web)Quicken Mac - Express Web Connect.Any service offered by Bank of America or any of its affiliates will display the name of the Bank or the affiliate and the Bank of America logo on the webpage.Quicken for Windows Click on Tools > Account List. You agree that only the third parties are responsible for such services, and if you have any problems with these third parties, you should contact them directly. You agree that when you use these services, you will be subject to any terms and conditions established by those third parties, including Bank of America, its affiliates or unaffiliated service providers, and that this Agreement does not amend any of those terms and conditions. Link your bank account with the existing QuickBooks account and click ContinueIf you are currently a user of Quicken Web Connect/Express Web connect, please select from the following help guides so you can continue to retrieve reports.You may use My Portfolio to access services offered by Bank of America, its affiliates, or third parties not affiliated with Bank of America. Click File > Import > From Web Connect.
![]() My Portfolio uses proprietary technology to allow you to retrieve, view, and maintain information you have available at various web sites you designate, but all within one convenient service. Select the connection method and click Next.My Portfolio is a personal information management service that allows you to better manage your information by consolidating it in one place. Once the account has been deactivated, click on Set up now. If not, click Deactivate instead. Click on Change connection method if the option is there. Webconnect Quickbooks American Xpress Full Power Of3)YOU AGREE AND ACKNOWLEDGE THAT WHEN WE ACCESS AND RETRIEVE INFORMATION FROM THE THIRD PARTY WEB SITE, WE ACT AS YOUR AGENTS, AND NOT THE AGENTS OR ON BEHALF OF THE THIRD PARTY. 2)You represent that you are a legal owner of the accounts at third party web sites which you include in My Portfolio and that you have the authority to (i) designate us as your agent, (ii) use My Portfolio and (iii) give us your passwords, usernames, and all other information you provide. In addition, you hereby grant Bank of America and its providers as your true and lawful attorney-in-fact, with full power of substitution and resubstitution, for you and in your name, place and stead, in any and all capacities, to access third party web sites, retrieve account information, and use your information, for the purpose of accessing your accounts and operating My Portfolio, with full power and authority to do and perform each and every act and thing requisite and necessary to be done in connection with such activities, as fully to all intents and purposes as you might or could do in person. When you use My Portfolio to access a third party web site you designate, you agree to the following: 1)You authorized Bank of America and its providers to access the third party web sites and accounts you designate to retrieve account information on your behalf, and you appoint us as your agent for this limited purpose. See all the features and benefits your business will get with Quickbooks® and Bank of America integration.You may add information about accounts accessible at other web sites that you maintain at other institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. If you have a dispute or question about any transaction on such site, you agree to direct these to the account provider. You are responsible for all fees charged by the third party in connection with such transactions and accounts, and you agree to comply with the terms and conditions of those accounts. Transactions and inquiries you initiate at such a site are not made through My Portfolio, and we have no responsibility for such transactions. When you access a third party web site through My Portfolio, you open a new browser window to directly connect you to the third party web site and submit information you have designated to allow further access to that site. Mac classic emulator for os xYou agree that we are not liable for any errors or delays in the content, or for any actions taken in reliance thereon. Data and information is provided for informational purposes only, and is not intended for trading or transactional purposes. 7)Balances shown on My Portfolio reflect the most recent refresh and may not be accurate if a refresh was not successfully completed or the information obtained during the refresh from the third party is otherwise not accurate or current. 6)My Portfolio is not sponsored or endorsed by any providers of the third party accounts you access through My Portfolio, except for affiliates of Bank of America. In such case, you are solely responsible for the accuracy of such information.You may use the Real Estate Center feature in My Portfolio to add a home value estimate to the profile of your assets and net worth. 8)You may also add information into My Portfolio for accounts not available at other web sites or which are not linked to My Portfolio. We are not liable for any damages or costs of any type arising out of or in any way connected with your use of the services of the institution. The third party institution you select is solely responsible for its services to you. We do not endorse or recommend the services of any institution. My Portfolio provides links to selected institutions for your convenience only. You agree that this estimate is not an appraisal and should not be used as a substitute for an appraisal, and that the actual value of the property may vary. And retrieve estimates on your behalf. By electing to automatically update your home value estimate you agree to receive a computer-generated estimate of the worth of the property provided by SmartZip Analytics, Inc., a third-party online real estate service, and you authorize Bank of America and its service providers to access SmartZip Analytics, Inc. ![]() ![]() Further, you agree not to reverse engineer or reverse compile any of My Portfolio technology, including but not limited to, any Java applets associated with My Portfolio.You agree not to use My Portfolio or the content or information delivered through My Portfolio in any way that would: (a) infringe any third-party copyright, patent, trademark, trade secret, or other proprietary rights or rights of publicity or privacy (b) be fraudulent or involve the sale of counterfeit or stolen items, including but not limited to use of My Portfolio to impersonate another person or entity (c) violate any law, statute, ordinance or regulation (including without limitation those governing export control, consumer protection, unfair competition, anti-discrimination or false advertising) (d) be false, misleading or inaccurate (e) create liability for Bank of America or its affiliates or cause us to lose (in whole or in part) the services of our third-party provider (f) be defamatory, trade libelous, unlawfully threatening or unlawfully harassing (g) may potentially be perceived as being obscene or pornographic or contain child pornography, or racially, ethnically, or otherwise objectionable (h) interfere with or disrupt computer networks connected to My Portfolio (i) interfere with or disrupt the use of My Portfolio by any other user (j) access the information and content manually by request and not programmatically by macro or other automated means or (k) use My Portfolio in such a manner as to gain unauthorized entry or access to the computer systems.G. You may not copy, reproduce, distribute, or create derivative works from this content. You agree to keep your account information up to date and accurate.You are permitted to use content delivered to you through My Portfolio only on My Portfolio. You agree to not misrepresent your identity or your account information.
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