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CONVERSION INSTRUCTIONS
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Conversion & Troubleshooting Guides

Looking for more information on how to convert your Quicken, Quick Books or Mint account?  Below are several detailed help guides. 

 

Q. If I use other applications that I have shared my Genisys Online Banking User ID and password with to retrieve my account information how am I impacted by the new mobile and online banking system?

At this time, the connection between your Genisys accounts and any third party applications such as Mint®, Quicken®, or other third party vendors will work differently. The implementation of a one time PIN code in place of member selected questions with our online and mobile banking conversion does impact these third-party applications.

For Quicken®, Mint®, and others you will need to provide the one time PIN code during the initial set-up of your account and for each subsequent account refresh. These third-party systems will be unable to update your balances without a one time PIN code being entered. We understand that this member experience needs to be improved. We are working with our third-party partners on a better overall user experience.

 

Conversion Instructions

Quicken


QuickBooks


Mint


 

Troubleshooting Guide

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