
Experience more with our new and improved online banking system.
New features include:
- Preapproved loan offers through My Offers
- Personalized dashboards
- Budgeting tool with purchase tracking
- Remote Check Deposits
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Frequently Asked Questions
Yes, you may use your same User ID as long as it meets the new user ID requirements below. These requirements assist with keeping you safe.
- User ID must be between 8-20 characters in length
- Must begin with a letter
- Cannot contain special characters
This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. As communicated in a previous email, DirectConnect users will need to transition to using the WebConnect feature. Conversion instructions are available below.
The conversion instructions reference two Action Dates.
Please use the dates provided below:
1st Action Date: October 12, 2021
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.
2nd Action Date: October 13, 2021
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate for your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Conversion Instruction Documents
Quicken—click HERE
QuickBooks Desktop—click HERE
QuickBooks Online—click HERE
Mint—click HERE
Intuit aggregation services may be interrupted through November 8, 2021. Users are encouraged to download an QFX/QBO file during this outage:
- Quicken Win/Mac Express Web Connect- QuickBooks Online Express Web Connect
- Mint
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register. For questions, please contact Member Services at (214) 818-3231 or (800) 627-0006.