SEE Finance

Direct Connect
1. Direct Connect Requirements
A. To use Direct Connect downloads your institution must support this service. See the "Institutions Supporting Direct Connect Account Downloads" list at the bottom of the page to see if your institution supports Direct Connect downloads.
B. Most institutions require users to be enrolled specifically for this service and also usually have special user login information just for this service. Many institutions also charge a fee for this service. If your institution has different levels of fees for this service based on "Online Access" or "Online Access plus Online Bill Pay", you should not upgrade and pay for the additional Online Bill Pay service as SEE Finance does not currently support Online Bill Pay.

2. Direct Connect Setup
A. First make sure you have the requirements needed and are setup with your institution to use this service. Some institutions also have to setup the service for Macs and PCs, so for example, even if you used Quicken® on a PC you might need to be setup to use Quicken® on a Mac.  If you inquire with your institution's website, look for login and setup info for Quicken® Mac 2007 because your institution and their support may have no information for setting up SEE Finance.   SEE Finance uses the same protocol and login info as Quicken® Mac 2007.
B. Once setup and enrolled with your institution to use the Direct Connect service you can setup your account in SEE Finance. You can create a new account by choosing the "Get Account Information from Financial Institution" option or you can setup an existing account for downloads by selecting the desired account and then selecting "Setup Downloads..." from the "Accounts" menu. For more specific details on setting up downloads and downloading transactions please check out the application's help files.

3. Direct Connect Questions
You can check the application's Direct Connect Setup FAQs Help Page for additional connection setup and troubleshooting information. If you still need some help setting up your Direct Connect downloads connection or have another related question, please feel free to contact SEE Finance Email Support.*

Web Connect
1. Web Connect Requirements
A. To use Web Connect downloads your institution must support this service. Web Connect is simply the ability to log into your institution's website and download a file containing your account information in one of the following formats: OFX (sometimes listed as the "Microsoft® Money 2003 or Later" option), QFX (sometimes listed as the "Quicken® Web Connect 2003 or Later" option), QIF (sometimes listed as the "Microsoft® Money 2002 or Earlier" or "Quicken® 2002 or Earlier" option), or CSV format. Most institutions provide this option free of charge, however, some may require enrollment and/or charge additional fees.

2. Web Connect Setup
Simply log into you institution's online website to access your account history and download your account history in one of the file formats mentioned above (OFX, QFX, QIF, or CSV). Then import this file and its data into a SEE Finance account by selecting the desired account and its transactions register view and then selecting the "Import Transactions..." option from the "Accounts" menu. This process can be simplified further by using SEE Finance's built in browser so you never have to leave the application. You can simply use the built in browser, while in an account, to login into your institution's website and download a file containing your account information. Once the file has downloaded, SEE Finance will ask if you would like to import this file into your account.

3. Web Connect Questions
If you still need some help setting up Web Connect downloads or have another related question, please feel free to contact SEE Finance Email Support.*

Direct Connect & Web Connect Data Security
If you choose to use Direct Connect account downloads, you can choose to save your account login information in Apple's Keychain or not at all.  There are no account numbers, login names or passwords saved in one of our files.  This is the recommendation for all applications that need to save and use sensitive information, using Apple's Keychain, and is used by Apple's own applications.  The only time critical personal information is read into the software is with Direct Connect account downloads and importing QFX and OFX files.  With Direct Connect downloads the software will request the login information from you and let you decide to save it in Apple's Keychain or not, then it requests info back and forth with your institution using a secure connection.  The information sent back and forth are actually OFX files and these files are not saved at all either during downloads or when you import the files manually as they contain personal account information, unless the user opted to do so (note QFX files are Quicken®'s version of OFX files with additional fields added). When you come back and download account data again the software requests the needed info from the Apple Keychain if it exists or asks for your input for the needed information.  There are three key pieces of information needed for account downloads: account number, account login name (sometimes also the account number), and account login password.  In our program, all three items are saved in Apple's Keychain or not all based on user choice.

Institutions Supporting Direct Connect Account Downloads:

121 Financial Credit Union 1N Bank 1st Advantage Federal Credit Union 1st National Bank of South Florida 1st Natl Bk St Louis - Business 1st Natl Bk St Louis - Personal 1st Pacific Bank 1st Source Bank 5 Star Bank 66 Federal Credit Union - NEW AB&T National - Georgia Abbott Laboratories ECU - ALEC Achieva Credit Union Adams Co-operative Bank Addison Avenue FCU Advanta Advantage Capital Corporation Advantage National Bank Advantis Credit Union Aerospace FCU Affinity Bank - Atlanta, GA Affinity Federal Credit Union Affinity Partners Bank Affinity Plus Federal Credit Union Air Academy Federal Credit Union Alarion Bank Allegacy Federal Credit Union Allegiance Community Bank Alliance Bank of Arizona Alliance Bank of Arizona-DC Allied First Bank AllSouth Federal Credit Union Alpine Bank ALTA Alliance Bank Alta Alliance Bank-DC AltaOne Federal Credit Union Altra Federal Credit Union Amegy Bank of Texas - Direct Amegy Investments, Inc. America First Credit Union American Century Brokerage American Century Investments American Express American Funds American Momentum Bank American National Bank TX American National Bank, FL American Riviera Bank American Security Bank American Trust Bank Ameriprise Brokerage Ameriprise Financial Anchor Bank - Washington Andover Bank of Ohio Andrews Federal Credit Union Anheuser-Busch Employees' CU Anytown Bank-CA New APCO Employees Credit Union Apple FCU Apple Valley Bank and Trust Archer Bank Arizona Bank and Trust Arizona Federal Credit Union Arizona State CU AT&T Universal Card Athol Savings Bank Atlanta Postal Credit Union - DC Atlantic Capital Bank Atlantic City Electric Co. Emp FCU Atlantic Stewardship Bank Auburn University Fed Credit Union Avenue Bank Avon Co-operative Bank Axis Demo - DI Training Baker Boyer Bank IB QKN BancFirst-BFS DC BancorpSouth Bangor Savings - Direct Bank 1440 - IB Quicken Bank of America - All Other States Bank of America - California Bank of Choice Bank of Clark County Bank of Dickson Bank of Herrin - DC Bank of Houston - TX Bank of Internet, USA Bank of Marin - NEW Bank of Nevada Bank of Nevada-DC Bank Of New Canaan Bank of Santa Clarita Bank of Smithtown Personal Bank of Springfield Bank of Stockton - NEW Bank of Tampa Bank of Terrell Bank of the Cascades Bank of the West Bank One Bank San Juans Bank-Fund Staff FCU Bank-Fund Staff FCU New BankAtlantic Bankers Trust-Cedar Rapids BankFinancial BankPlus - Internet Banking QN BankUnited Barnes Banking Company Barrington Bank & Trust Bartow County Bank Bay State Savings Bank BB&T Banking and Bill Payment BB&T Investment Services, Inc. Beach Business Bank Beehive Credit Union Bellwether Community Credit Union Benchmark Bank Berkshire Bank Bernstein Global Wealth Mgmt. Beverly Bank & Trust Beverly Co-operative Bank BNY Mellon for former MEL - 3801 BNY Mellon for former MEL - 3804 Boeing Employees' Credit Union BofI Advisor Boone Bank & Trust Co. Boone County Bank - Business Boone County Bank - Personal Brattleboro Savings & Loan Bridgehampton National Bank, NY Bryant Bank Buckeye Community FCU Buckhead Community Bank Bucks County Bank Business First C&F Bank E-Banking C&F Financial Corp Cache Valley Bank California Bank & Trust - Direct California Bank of Commerce California Credit Union IB California United Bank Call Federal Credit Union Cambridge Investment Research Cambridge Portuguese Credit Union Cambridge Savings Bank Cambridge Trust Company Campus USA Credit Union Canton Cooperative Bank Canyon State Credit Union Capital Bank Capital Guardian LLC Capital One Bank CapStar Bank Cardinal Bank Cardinal State Bank CardMember Services Carroll County State Bank Carrollton Bank Cecil Bank Cedar Point Federal Credit Union Centennial Bank CenterState Bank CenterState Bank - Business CenterState Bank National Assoc. Centra Credit Union Central Bank Central Bank & Trust Central Bank MO - Business Central Bank MO - Personal Central Bank Utah Central Bank, Kentucky-Consumer Central BOLO - Business Central BOLO - Personal Central Maine Federal Credit Union Central Missouri Community CU Central State Bank Central State Bank Muscatine IA Centric Bank Centris Federal Credit Union CFBank Chain Bridge Bank Charles River Bank Charles River Bank- Business Charles Schwab & Co., Inc. Charles Schwab Bank, N.A. Charter Oak Bank Charter One Charter One - Small Business Chase Chase Investment Services Chelsea Groton Savings Bank Chelsea-Provident Co-op Bank Chemical Bank Chesterfield Federal Credit Union Chetco Federal Credit Union Chevron Federal Credit Union Chicago Community Bank Christian Community Credit Union Citadel Federal Credit Union Citi Cards Citi Chairman Card Citi Personal Investments Int’l Citi Personal Wealth Management Citi Personal Wealth Management-SB Citi Private Bank Citibank CitiBusiness Credit Cards Citizens and Farmers Bank Citizens Bank - Mid-Atl Business Citizens Bank - Mid-Atl Consumer Citizens Bank - New Engl Business Citizens Bank - New Engl Consumer Citizens Community Bank - Illinois Citizens National Bank TX Citizens South Bank City Bank - Business City Bank - Personal City National Bank of CA-Dir Con City National Bank of Florida City-County Federal Credit Union Clark County Credit Union Clarke County State Bank Clearview FCU Coast Central Credit Union Coastal Federal Bank Coatesville Savings Bank Collinsville Savings Society Collinsville Savings-Business Colonial Federal Savings Bank Colorado & Arizona Business Banks Columbia Credit Union Columbia Management Comerica Bank Commerce Bank - MO, KS, IL Commonwealth Bank and Trust Communication Federal Credit Union Communities of Abilene Community Bank - Joseph, OR Community Bank & Trust - QB Community Bank of Broward Community Bank of DuPage Community Bank of Lexington TN Community Bank, N.A. Community Resource Bank Community Savings Community Trust Bank - DC Community Trust Credit Union CommunityBank of Texas, N.A Compass - New Compass Brokerage COMSTAR Federal Credit Union Congressional Bank Congressional Federal Credit Union Consumers Credit Union - DC Consumers National Bank-New Continental Bank Continental Federal Credit Union Cooperative Bank Cornerstone National B&T Company Corus Bank Country Bank for Savings Countryside Federal Credit Union Covenant Bank Leeds Coventry CU-DC WC CPM Federal Credit Union Credit Suisse Private Banking Credit Union 1 Credit Union of Texas Credit Union ONE Crest Savings Bank CRI Securities LLC Cross Keys Bank CrossFirst Bank - DC Crystal Lake Bank & Trust CUNA Brokerage Services, Inc D.A. Davidson & Co. Dade County Federal Credit Union Damariscotta Bank & Trust Co Darby Bank & Trust DATCU Deer Valley Credit Union Delta Community Credit Union Denali Alaskan FCU Denver Community FCU Department of Commerce FCU Desert Schools Federal CU Deutsche Bank Alex. Brown Diamond Credit Union Discover Bank Discover Card Dominion Credit Union Dubuque Bank and Trust DuPont Community Credit Union – VA DWS Investments E*TRADE EagleBank East West Bank Eastern Bank Eastern Federal Bank Eastern Federal Bank - Business Easthampton Savings Bank Eastman Credit Union Eastwood Bank Edens Bank Educational Employees CU Educators CU WI - Direct Edward Jones Edwards Federal Credit Union Elevations Credit Union Empire Bank - Business Empire Bank - Personal Energy Credit Union Ent Federal Credit Union Enterprise Bank NA Equitable Co-operative Bank ESSA Bank & Trust Essex Bank Essex Financial Services, Inc. Essex Savings Bank Everett Co-op Bank - Business Everett Co-operative Bank Excel National Bank Exchange Bank - Santa Rosa, CA F&M Bank FAA Credit Union Fairfield County Bank Connect24 Fairfield S&L Assoc of Lancaster Fairwinds CU Family First of NY FCU Farmers and Miners Bank - Virginia Farmers State Bank - Waterloo, IA FedChoice FCU Fidelity Bank - MA Fidelity Bank- Wichita Fidelity Bank, MI Fidelity Investments Mac Fidelity NetBenefits Fieldpoint Private Fifth Third Bank Financial Network Investment Corp FineMark National Bank & Trust First & Farmers National Bank-QFX First Alliance Credit Union First American Bank-OK First American State Bank First Arkansas Bank & Trust First Cahawba Bank First Central Bank MO - Business First Central Bank MO - Personal First Cherokee State Bank First Citizens First Citizens Bank, NC, VA, WV First Clearing, LLC First Colony Bank of Florida First Command Bank First Command Financial Planning First Commercial Bank - IL First Commonwealth Federal CU First Community Bank - East TN First Community Bank - Keokuk. IA First Community Bk-Poplar Bluff,MO First Community Credit Union First County Bank - CT First Federal Bank - TN First Federal Community Bank. First Federal S & L of Delta First Federal Savings Bank, Tenn First Green Bank First Guaranty Bank JAX First Hawaiian Bank First Heritage FCU First Hope Bank First Independent Bank-DC First Internet Bank of Indiana First Interstate Bank - Direct First Metropolitan Credit Union First Nat Bk of Palmerton First National Bank - Beloit First National Bank Ames-Ankeny First National Bank of Central AL First National Bank of Clarksdale First National Bank of Michigan First National Bank of Moose Lake First National Bank of Pandora First National Bank of Shelby First National Bank of the Rockies First Piedmont First Private Bank of Texas First Reliance Bank First Republic Bank First Republic Securities Company First Security Bank, Searcy AR First Southern Bancorp First Southern Bank, Batesville First State Bank - Lynnville First State Bank of Blakely First Tech Credit Union First Tennessee First USA First Virginia Community Bank First Virginia Community Bk-bus FirstBank of Colorado FivePoint Credit Union Flagstar Bank Flint Community Bank Flint Creek Valley Bank Florence Savings Bank - Business Florence Savings Bank - Personal Florida Bank Florida Bank of Commerce New Florida Gulf Bank Florida Hospital Credit Unin Florida State University CU Florida West Coast CU Floridacentral Credit Union FNB of Audrain Co - Business FNB of Audrain Co - Personal FNB of Louisiana FNB of the Gulf Coast Forcht Bank - DI Direct & Web Fort Sill Federal Credit Union Foundation Bank Fox Chase Bank Franklin First FCU Franklin Templeton Bank & Trust Franklin Templeton Investments Freedom Credit Union Freedom Security Bank Fremont Bank FSC Securities Galena State Bank and Trust GCS Federal Credit Union Georgia Bank and Trust Georgia Commerce Bank Georgia Primary Bank Gibraltar Bank, FSB Global Trust Bank - Business Gold Canyon Bank Goldman Sachs Great Florida Bank GreenChoice Bank Greenfield Co-operative Bank Greylock Federal Credit Union Gulf Coast Community Bank Gulf Credit Union GulfShore Bank Gulfstream Business Bank Hampton Roads Bankshares Hancock Bank Hanmi Bank Happy State Bank Harbor Funds HarborOne Credit U Harrington Bank Harris Investor Services, Inc Haverhill Bank Hawthorne Credit Union Health Care Credit Union Heartland National Bank Herald National Bank-IB Heritage Bank - KY Heritage Bank of Commerce Hershey Federal Credit Union Hewitt Associates - Your Benefits Resources Hewitt Financial Services HFS Federal Credit Union Hillcrest Bank Hills Bank and Trust Co. Hinsdale Bank & Trust Holladay Bank & Trust Home Federal Bank Corp Ky - TN Home Federal Savings Bank MN-IA HomeTown Bank - VA Hoosac Bank Horizon Credit Union Hudson Valley FCU Huntington National Bank IBM Southeast EFCU iGObanking Independence Bank - CA Independence Bank of Georgia Independent Bank, TN Indiana Bank & Trust Indiana Members Credit Union ING Financial Partners ING Institutional Plan Services Inland Valley Federal Credit Union Innovations Federal Credit Union Insight Credit Union Institution for Savings Integrity Bank - Houston, TX InterBank, FSB Interior Federal Credit Union International Assets Advsiory, LLC International Bank of Commerce InTouch Credit Union Intrust Bank IronStone Bank - Direct Connect J.P. Morgan J.P. Morgan Clearing Corp. J.P. Morgan Private Banking J.P. Morgan Retirement Plan Svcs J.P. Morgan Securities Janney Montgomery Scott LLC Janus Jefferies & Company-Wealth Mgmt Jefferson Bank - Business Jefferson Bank - Personal Jefferson Bank & Trust Company Jefferson Bank of Florida Jefferson Federal Bank - DC Jefferson Security Bank Jewett City Savings Bank John Marshall Bank Johns Hopkins Fed CU Johnson Bank JPMorgan Chase Bank JSC FCU Direct Connect - Online Kaiperm Federal Credit Union Kellogg Community FCU Kemba Credit Union - Indianapolis Kemba Credit Union, Inc. KEMBA Financial CU - Direct Kennebunk Savings Key KeyPoint Credit Union Keystone Bank Keystone Nazareth Bank & Trust Kinecta Federal Credit Union Kirtland Federal Credit Union Kitsap Community Federal Credit Union KMS Financial Services, Inc. L.A. Police Federal Credit Union Lafayette Bank & Trust Lake Forest Bank & Trust Lake National Bank. Lake Trust Credit Union Landmark Community Bank- PA Landmark Credit Union Las Colinas Federal CU LBS Financial Credit Union LCNB Lea County State Bank Lee Bank & Trust Company Legacy Bank - Scottsdale, AZ Liberty Bank CT Qkn and QB DC Liberty Bay Credit Union Libertyville Bank & Trust Litchfield Bancorp Local Government Federal CU Lone Star Credit Union Los Alamos National Bank - New Los Angeles Federal Credit Union Los Angeles Firemen’s Credit Union Los Padres & Harrington Bank KC LUSO Federal Credit Union M&T Bank M&T Securities, Inc. Magnolia State Bank Main Street Financial FCU MainStreet Bank Malvern Federal Savings Bank Marblehead Bank Marshland Credit Union Martin FCU Martinsburg Bank & Trust DCQ Mass Bay CU Mayflower Bank MBank Michigan Meadows Bank Mechanics Bank CA Mechanics' Savings Bank- Auburn,ME Mellon Financial Member One FCU Mercantile Bank & Trust Mercantile Bank and Trust Boston Merchants Bank & Trust Company Merchants Bank VT - DC Merck Sharpe & Dohme FCU Meritrust Credit Union Merrill Lynch Investments Merrill Lynch Online Payment Merrimac Savings Bank Metcalf - Business Metcalf - Personal Methuen Cooperative Bank MetLife Securities Metro Bank PA Metro Health Services FCU Metropolitan BancGroup Inc. Metropolitan Bank - IL Michigan Educational CU Mid-Atlantic Federal Credit Union Middleburg Bank Middlesex Federal Savings Midland States Bank IB Milestone Bank Millennium Bank, Reston VA Minnesota Bank & Trust Mission Federal Credit Union Missoula Federal Credit Union Mobiloil Federal Credit Union Modern Bank, 026004624 Mohave State Bank Monadnock Community Bank Monarch Bank Monroe Federal Savings Bank Monterey Credit Union Monument Bank Morgan Keegan & Company, Inc. Morgan Stanley Smith Barney - MS Morgan Stanley Smith Barney - SB Motorola Employees Credit Union Mountain 1st Bank & Trust Mountain America CU - Direct Mountain West Bank, NA--Montana MSU Federal Credit Union Multi-Financial Securities Corp Mutual Bank Mutual of Omaha Bank AZ Mutual of Omaha Bank NV My Credit Union myStreetscape NAFH National Bank Nantucket Bank - NEW Nassau Educators FCU Quicken Nassau Financial FCU National Bank of Arizona - Direct National Bank of Commerce National Bank of Kansas City National Penn Bank National Planning Corporation Navigant Credit Union Navy Army Federal Credit Union NetExchange Client Nevada Federal - Direct Connect Nevada State Bank - Direct New England Bank New England Federal Credit Union New England Securities New Mexico Bank and Trust New Peoples Bank–Personal Accounts New Resource Bank - IB QFX WC DC New Tripoli Bank New Tripoli Bank SB Newburyport 5Cents Sv Bank NewportFed Newtown Savings Bank NexBank NEXT Financial Group, Inc NMIS, LLC North Carolina Bank and Trust North Community Bank - New North Country Bank North Country Savings Bank North Shore Community Bank Northbrook Bank & Trust NorthCountry Federal Credit Union Northern Communities Credit Union Northern Trust - Banking Northern Trust - Investments Northstar Bank Of Texas Northwest Community Bank Northwest Community Bank - IL Northwest Community Credit Union Northwestern Bank Northwestern Mutual Credit Union Notre Dame Federal Credit Union Nutmeg State FCU nuVision Financial FCU NW Preferred Federal Credit Union Oakmark Funds Ocean City Home Bank - Quicken Ocean Communities FCU OceanFirst Bank Ohio Healthcare FCU Old National Old Plank Trail Community Bank OmniBank,N.A. ONB Bank - Business ONB Bank - Personal One Georgia Bank OneAmerica OneWest Bank Oppenheimer & Co. Inc. Optima Bank & Trust Opus Bank Orange County Bus. Bank Oregon College Savings Plan Oregon Community Credit Union Oswego Community Bank Ozark Mountain Bank - Business Ozark Mountain Bank - Personal Pacific Capital Bank, N.A. Pacific Rim Bank Paducah Bank and Trust Co Palmetto Citizens FCU Park Sterling Bank Patelco Credit Union Patriot Community Bank Patriot Community Bank SB Penn Security Bank and Trust Penson Financial Services People's United Bank - CT Peoples Federal Sav. Bank Peoples First Community Bank Peoples State Bank-Wausau PeoplesBank - Holyoke MA Pershing Advisor Solutions Picatinny Federal Credit Union Pilgrim Bank Pima Federal Credit Union Pinnacle Bank of South Carolina Pinnacle Federal Credit Union Pinnacle Financial Partners Pioneer Savings Bank Pioneer Valley Postal FCU Plaza Bank Illinois PNC Bank - Direct Connect PNC Investments, LLC Polish National Credit Union Postal Credit Union Power Financial Credit Union Premier America Credit Union Premier Bank - BB WC QFX Premier Bank - Jefferson City, MO Premier Bank - Tallahassee, FL Premier Members FCU Presidential Bank, FSB Principal Financial Group Principal Funds ProBank Progress Bank of Florida Provident Credit Union - new Prudential Savings Bank PSECU Qualstar Credit Union Queensborough NB&T-Direct Consumer Quicken Visa Quincy Credit Union Quinnipiac Bank & Trust Quinnipiac Bank & Trust Company SB Rabobank Randall-Story State Bank Randolph Bank - Direct Connect RBC Bank RBC Wealth Management Redstone Federal Credit Union Regions Bank - Direct Connect Reliant Community Federal CU Republic Bk FL OH Personal Republic Bk KY IN Personal Republic First Bank Reunion Bank of Florida Ripley Federal Savings Bank River Works Credit Union Riverside Community Bank Rocky Mountain Bank Royal Alliance Ruby Valley National Bank Rumson-Fair Haven Bank & Trust S&T Bank - Direct Connect SAFE Credit Union SAFE Federal Credit Union Salisbury Bank and Trust Company San Antonio National Bank San Diego Metropolitan CU San Diego Trust Bank San Jose Credit Union Sandia Area Federal CU Sandia Laboratory FCU Sanford Institution for Savings Saugusbank Savings Institute Bank & Trust Schools Financial Credit Union SchoolsFirst FCU Schwab - The 401k Company Scottrade SECNY FCU Securian Financial Services, Inc. Securityplus FCU SELCO CCU - Direct Connect Sentinel Investments Sentinel Securities, Inc . Service 1st Bank of Nevada ServisFirst Bank Seven Seventeen Credit Union Shareholders Service Group, Inc. Sharonview Federal Credit Union Sierra Central Credit Union Silver State Schools CU Simmons First Siouxland Federal Credit Union Somerset Hills Bank - DC QB & QK South Adams Savings Bank South Carolina Bank and Trust Southeastern Federal Credit Union Southern Bank & Trust Southern Community Bank Southern Community Bank and Trust Southwest Bank WCDC Southwest Securities, FSB Spectrum Federal Credit Union Spokane Teachers Credit Union Square 1 Bank St Charles Bank & Trust Company St. Marys Credit Union - NEW Standard Bank and Trust Co. Standard Register FCU Stanford Group Company State Bank & Trust - Macon, GA State Bank & Trust - Nevada, IA State Bank of Blue Mound State Bank of the Lakes State Employees Credit Union - NC State of Franklin Sav Bank-bus State Savings Bank StateTrust Steele Street Bank & Trust Stone & Youngberg LLC Stone County National Bank Stonegate Bank Summit Bank and Trust Summit Credit Union-WI Sun Federal Credit Union Suncoast Schools FCU - NEW SunFirst Bank - Personal SunTrust Bank Surrey Bank & Trust Susquehanna Bank Sussex Bank Synergy One Federal Credit Union T. Rowe Price T. Rowe Price Brokerage T. Rowe Price Retirement Plans Tamalpais Bank Taylor Model Basin FCU TD Ameritrade TD Bank BusinessDirect TD Bank Online Banking Technology Credit Union Texas Dow Employees Credit Union TFCU - Beta The Bank of Fairfield The Bank of Greene County The Bank of Henderson The Bank of Kentucky The Bank of Kentucky, Inc The Bank Of Miami, N.A The Bank of Oswego The Bank of Princeton, 031207940 The Bank of San Antonio The Business Bank The Business Bank of St. Louis The Cecilian Bank The Coastal Bank Quicken The Community Bank - DC The Cooperative Bank The Fauquier Bank The First Bank of Greenwich The First Bank of Greenwich-Bus The Golden 1 Credit Union The Guilford Savings Bank The Investment Center The Juniata Valley Bank The Marion Center Bank The Mechanics Bank The Mechanics Bank - Bus. Banking The National Bank of Cambridge The National Iron Bank The Northampton Co-operative Bank The Peoples Community Bank The Peoples Federal Credit Union The Private Bank of California The PrivateBank - Direct Connect The Village Bank The Washington Trust Company TheBANK of Edwardsville-IL Third National Bank - Business Third National Bank - Personal TIAA-CREF Brokerage Services TIB Bank Torrey Pines Bank Torrey Pines Bank-DC TotalBank QN Tower Federal Credit Union Tower Square Securities, Inc. Town Bank Town Bank TowneBank VA Personal & Biz Tradition Capital Bank Treasury Dept FCU Treaty Oak Bank Truliant Federal Credit Union Two River Community Bank U.S. Bank - PFM Direct Connect U.S. Federal CU UBS Financial Services Inc. UFB Direct Ulster Savings Bank UMB Bank Umpqua Bank - Direct Connect Unico Bank Union Bank of Chandler OK Union Bank, N.A. Quicken Union Savings Bank CT United American Savings Bank United Bank - Business - MA United Bank - Massachusetts United Bank & Trust-Marshalltown United Community Bank - IN United Health Services CU United Heritage Credit Union United Savings Bank United Teletech Financial FCU United Texas Bank Unity One Federal Credit Union Universal 1 Credit Union USAA Federal Savings Bank USAA Investment Management Co. USE Credit Union Utah Central Credit Union Utah Community Credit Union Utah Educational Savings Plan-UESP UW Credit Union Valero Federal Credit Union VALIC Valley Bank & Trust-Brighton,CO Valley Bank National Association Valley Business Bank Valley Green Bank PFM Vanguard Group Vantage Credit Union Vectra Bank Colorado - Direct Velocity Credit Union Veridian Credit Union Village Bank & Trust Virginia Company Bank Vision Bank VyStar Credit Union Waccamaw Bank Wachovia Bank Wachovia Sec-Wells Fargo Advisors Waddell & Reed - Ivy Funds Wakefield Cooperative Bank Walden Federal Savings & Loan Walnut Street Securities WaMu Investments, Inc. Warren Federal Credit Union Washington Trust Bank Waterbury CT Teachers FCU Waterford Village Bank - QK&B Wauchula State Bank-DC Wedbush Bank Wells Fargo Advantage Funds Wells Fargo Advisors Wells Fargo Bank Wells Fargo Trust-Investment Mgt West Chester Savings Bank West Coast Bank Western Community Bank Western National Bank Western National Bank, TX WestStar Credit Union Whatcom Educational Credit Union Wheatland Bank Wheaton Bank & Trust Williamstown Savings Bank Wilshire State Bank Winchester Co-operative Bank Winchester Savings Bank Windward Community FCU Wings Financial Winslow, Evans and Crocker, Inc Wisconsin Community Bank Worthington Federal Bank WSECU Xceed Financial Credit Union xWachovia Yakima Valley Credit Union Yampa Valley Bank Ziegler Zions Bank - Direct zWachovia zWells Fargo - Banking & Bill Pay zzWells Fargo Investments, LLC ZZZ-Michigan Commerce-Auburn Hills ZZZ-Michigan Commerce-Holland ZZZ-North County Bank - WC Quicken ZZZ-Sunrise Bank - Jeffersonville ZZZ-Sunrise Bank - Valdosta ZZZ-Wilber National Bank ZZZMountain America Credit Union

Direct Connect downloads are primarily only supported by U.S. institutions.
This list of institutions is subject to change at any time.

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