Instructions for Quicken^® Update

1. Verify your version of Quicken to determine if an update is necessary.
• Select About Quicken from the Help menu. The release number will be displayed below the Quicken logo.
• If your Quicken is already Release 5 (R5), you do not need to update.
• If your Quicken is Release 4 (R4) or below, continue.
2. Make sure any previous online transactions are completed before you update Quicken.
• Choose Online Center from the Online menu.
• Click Update/Send.
3. Choose QW07R5patch.exe to download the appropriate file and save to your Desktop.
4. Run the manual download file from the Desktop.
• If your operating system is Microsoft^® Windows^® Vista^® — right click the download file and select Run as Administrator. Even if you are already logged in as Administrator.)
• If your computer is running any of the other supported Windows operating systems, double-click the manual download to start the installation wizard.
5. Follow the update wizard instructions to complete the update.
6. When the update is complete, repeat step 1 to ensure that your current Quicken version is now R5.

Once you have updated your software, simply log in to your California Bank & Trust account. You’ll have the same access that you enjoy now, with the added security and confidence of knowing that your account information is safe and secure.

Need Assistance?
Contact Customer Service for DirectNET^SM Consumer Online Banking at 1 (888) 217-1265.

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