Getting Started Guide

Information you'll need to get started...

To use CPM Federal CPM Anytime online banking with Quicken, you must have Internet access and you must have version Quicken 2002 or newer. Before you can set up your Quicken accounts to use the online account access, you will need to contact your financial institution for the following:

  • User ID
  • Personal Identification Number (PIN) or password
  • Be setup to download to Quicken at CPM Federal

» To apply for access to CPM Anytime and get a password, click HERE.

When you have enrolled in CPM Anytime, the following guides will help you enable your accounts for online account services in Quicken.

All account information downloads will be done from within Quicken. You do not need to be in CPM Anytime.

» For Getting Started instructions for Quicken, click HERE.

If you have any technical questions or need help setting up your accounts, please refer to your Quicken program and click on the Help button.

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