Web Connect

New Security Feature for Online Banking!

A new security feature has been added to our Online Banking service to help keep your personal financial information secure, private and away from unauthorized viewers. Effective immediately, when you log into Internet Banking only the last four digits of your account(s) will show on the screen. This new feature protects you in case someone else has access to your computer or can view your computer screen while you are logged into Internet Banking.

If you are downloading your account transactions into Quicken or Microsoft Money you may need to modify certain information in your PFM software to ensure a smooth transition of your data.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your PFM online banking service may stop functioning properly.

If you have any questions regarding these instructions, please contact us at 505.244.8000 .

Thank you for selecting Sunrise Bank of Albuquerque . Ensuring the security of your financial information is an important priority for us. We appreciate your business and will continue to work hard to earn it.

Select your PFM software version from this index to access instructions for your online accounts:

Quicken Windows 2007
Quicken Windows 2006 - 2004
Quicken Windows 2003
Quicken MAC 2007 - 2005
Quicken MAC 2004
Quicken MAC 2003
QuickBooks 2007 - 2003
Money 2007 - 2005
Money 2004 - 2003

Quicken Windows 2007

1. While in the Quicken register click the “Overview” tab (Next to Register).

2. In the Account Attributes area, click “Change Online Services” tab.

3. In the Account details screen, Online services dialog box, click the “Remove Connection” button.

4. In the dialog box that prompts “Would you like to deactivate this service?” Click Yes.

5. In the dialog box that prompts, “You are about to delete setup information for an online account” click OK.

6. Click OK to close the Account details dialog box.

Repeat steps 1 through 6 for each account enabled for online access at Sunrise Bank of Albuquerque

To download transactions to the existing account from the new web site, perform the following steps:

7. Via your web browser (Internet Explorer or Netscape) go to the Sunrise Bank of Albuquerque web site, Log In, and download your transactions into Quicken.

8. In the “You are downloading transactions for the following account” dialog box, select a “Use an existing Quicken account” radio button. In the adjacent list box, select the Quicken account that has been created in Quicken and used for web connect, statement download. Click Continue.

Repeat steps 7 through 8 for each account enabled for online access at Sunrise Bank of Albuquerque

NOTE:
After download is completed your existing account will have a new account ID. This new Account ID will be reflected in the Account Attributes area in the Overview tab and also in the Account details dialog box, in the General information tab.

Quicken Windows 2006 - 2004

1. While in the Quicken register click the “Overview” tab (Next to Register).

2. In the Account Attributes area, click “Change Online Services” tab.

3. In the Account details screen, Online services dialog box, click on “Deactivate” button (Next to “Transaction download is activated”).

4. In the dialog box that prompts “Would you like to deactivate this service?” Click Yes.

5. In the dialog box that prompts, “You are about to delete setup information for an online account” click OK.

6. Click OK to close the Account details dialog box.

Repeat steps 1 through 6 for each account enabled for online access at Sunrise Bank of Albuquerque

To download transactions to the existing account from the new web site, perform the following steps:

7. Via your web browser (Internet Explorer or Netscape) go to the Sunrise Bank of Albuquerque web site, Log In, and download your transactions into Quicken.

8. In the “You are downloading transactions for the following account” dialog box, select a “Use an existing Quicken account” radio button. In the adjacent list box, select the Quicken account that has been created in Quicken and used for web connect, statement download. Click Continue.

Repeat steps 7 through 8 for each account enabled for online access at Sunrise Bank of Albuquerque

NOTE:
After download is completed your existing account will have a new account ID. This new Account ID will be reflected in the Account Attributes area in the Overview tab and also in the Account details dialog box, in the General information tab.

Quicken Windows 2003

1. While in Quicken register click the “Accept all” tab.

2. Click the “Overview” tab (next to Register tab).

3. In the Account Attributes area, click “Change Online Services” tab.

4. In Account details dialog box, in Online services tab click on “Deactivate” button (Next to “Transaction download is activated”).

5. In the dialog box that prompts “Would you like to deactivate this service?” Click Yes.

6. In the dialog box that prompts, “You are about to delete setup information for an online account” Click OK.

7. Click OK to close the Account details dialog box.

Repeat steps 1 through 7 for each account enabled for online access at Sunrise Bank of Albuquerque

To download transactions to the existing account from the new web site perform the following steps:

8. Via your web browser (Internet Explorer or Netscape) go to the Sunrise Bank of Albuquerque web site Log In and download your transactions into Quicken.

9. In the “You are downloading transactions for the following account” dialog box, select a “Use an existing Quicken account” radio button. In the adjacent list box select the Quicken account that has been created in Quicken and used for web connect Statement download. Click Continue.

Repeat steps 8 through 9 for each account enabled for online access at Sunrise Bank of Albuquerque

NOTE:
After download is completed your existing account will have a new account ID. This new Account ID will be reflected in the Account Attributes area in the Overview tab and also in the Account details dialog box, in the General information tab.

Quicken Mac 2007 - 2005

1. From the Lists menu, select Accounts.

2. Select the account you want to disable and click Edit. This will open the Edit Account sheet.

3. In the Download transactions popup, select not enabled. You will receive the message: “You are about to disable online services for this account within Quicken.” Click OK.

4. To save these changes click OK at the bottom of the Edit Account sheet.

Repeat steps 1 through 7 for all accounts enabled for online access at Sunrise Bank of Albuquerque

5. To ensure all your online accounts have been disabled, go to the Lists menu, select Accounts and verify the blue globe does not appear next to any of your Sunrise Bank of Albuquerque accounts.

To download transactions from the web site to the existing account perform the following steps:

6. Via your Web browser, go to Sunrise Bank of Albuquerque ’s Web Site, log in and download your transactions into Quicken.

7. In the “You are downloading transactions for the following account” dialog box, click the “Use an existing Quicken account” radio button. In the adjacent popup (at right), choose the Quicken account that you used for Sunrise Bank of Albuquerque .

Repeat steps 6 through 7 for all accounts enabled for online access at Sunrise Bank of Albuquerque

Quicken Mac 2004

1. While in Quicken Download Transaction screen click “Accept All” tab.

2. Click the Quicken menu “Lists” then Click “Accounts” in the drop down menu.

3. In the “Accounts” dialog box select your account and click “Edit”.

4. Hold down “Option”/”Alt”. In the “Edit Accounts” dialog box click “Edit Online Access”.

5. In the “Enable Online Access” dialog box uncheck the “Enable Web Connect Account Access” check box.

6. In the dialog box that prompts “You are about to delete setup information for an online account. To cancel this service you must call your financial institution.” Click “Disable”.

7. Click “Save” in the “Enable Online Access” dialog box to save the changes.

Repeat steps 1 through 7 for all accounts enabled for online access at Sunrise Bank of Albuquerque

To download transactions from the web site to the existing account perform the following steps:

8. Via your browser (Internet Explorer or Netscape) go to FI’s web site Log In and download your transactions into Quicken.

9. In the dialog box that prompts “Select Account to enable” Select “Use an existing account” radio button. In the adjacent list box select the Quicken account that has been created in Quicken and used for web connect statement download. Click OK.

Repeat steps 8 through 9 for all accounts enabled for online access at Sunrise Bank of Albuquerque

Note:
The dialog box “Select Account to enable” contains a new Account ID. After transaction download is completed your existing account will have a new ACCT ID. This new account ID/account number will be reflected in “Enable Online Access” dialog box that you have accessed in step 5.

Quicken Mac 2003

1. While in Quicken “Download Transaction” screen Click “Accept All” tab.

2. Click the Quicken menu “Lists” then Click “Accounts” in the drop down menu.

3. In the “Accounts” dialog box select your account and click “Edit”.

4. In the “Edit Accounts” dialog box click “ Edit Online Access”.

5. In the “Enable Online Access” dialog box uncheck the “Enable Web Connect Account Access” check box.

6. In the dialog box that prompts “You are about to delete setup information for an online account.
    To cancel this service you must call your financial institution.” Click “disable”.

7. Click “Save” in the “Enable Online Access” dialog box to save the changes.

Repeat steps 1 through 7 for all accounts enabled for online access at Sunrise Bank of Albuquerque

To download transactions from the web site to the existing account perform the following steps:

8. Via your browser (Internet Explorer or Netscape) go to Sunrise Bank of Albuquerque web site Log In and download your transactions into Quicken.

9. In the dialog box that prompts “Select Account to enable” Select “Use an existing account” radio button. In the adjacent list box select the Quicken account that has been created in Quicken and used for web connect statement download. Click OK.

Repeat steps 8 through 9 for all accounts enabled for online access at Sunrise Bank of Albuquerque

Note:
The dialog box “Select account to enable” contains a new Account ID. After transaction download is completed your existing account will have a new ACCT ID. This new account ID/account number will be reflected in “Enable Online Access” dialog box that you have accessed in step 5.

QuickBooks 2007 - 2003

1. While in QuickBooks Click “Lists” menu.

2. Select Chart of accounts from the drop down menu.

3. In Chart of Accounts screen select an account you want to disable.

4. Click QuickBooks “Edit” menu (Or right click selected account and click “Edit”).

5. In the drop down menu click “Edit Account”.

6. In Edit Account screen Click “Online Info” tab.

7. In Online Info dialog box uncheck the “Online Account Access” check box, click OK.

8. Click OK to dismiss the QuickBooks pop up info message.

Repeat steps 1 through 8 for all accounts enabled for online access at Sunrise Bank of Albuquerque

To download transactions from the web site to the existing account perform the following steps:

9. Via your web browser (Internet Explorer or Netscape) go to the FI’s web site, Log In, and download your transactions into QuickBooks.

10. In the dialog box that prompts “Select Bank Account” select “Use an existing QuickBooks Account” Radio button in the adjacent list box select the QuickBooks account that has been originally created in QuickBooks and used for web connect Statement download. Click Continue.

Repeat steps 8 through 9 for all accounts enabled for online access at Sunrise Bank of Albuquerque

Note:
A new account number will be reflected in the “Edit Account” Screen in the “Online Info” dialog box.

Money 2007 - 2005

1. Access the website, export the account statement and import it in to Money.

2. When prompted to select an account, select the appropriate account from the Money accounts: dropdown menu and click Next

Repeat steps for all accounts enabled for online access at Sunrise Bank of Albuquerque

Money 2004 - 2003

1. Access the website, export the account statement and import it in to Money.

2. When prompted to select an account, select the appropriate account from the Money account name: dropdown menu and click Next

Repeat steps for all accounts enabled for online access at Sunrise Bank of Albuquerque