Personal financial software updates

Prior to the merger, you’ll need to download your transactions to your software using the detailed instructions listed below.

Should you have any questions, our Customer Service is available to assist you after the merger.
Simply call 1-866-764-8638. Please see the letter that was mailed to you for Customer Service hours.


Our financial institution is migrating to a new online and mobile banking system on Monday, May 16th, 2022 and this upgrade will require that you make changes to your QuickBooks and Quicken software. Please take action to ensure a smooth transition.

Conversion instructions are available below.

The conversion instructions reference two Action Dates. Please use the dates provided below:

1st Action Date: Friday, May 13th, 2022
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 because transaction history might not be available after the upgrade.

2nd Action Date: Monday, May 16th, 2022
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current QuickBooks accounts set up with the new connection.

Please note:

  • Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QBO file during this outage. The following services may not work during the outage

    • 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.
  • If you have any questions, please contact us at 1-866-764-8638.

Additional resources:

  • Documents for new Quicken and/or QuickBooks users are available through Inuit at their Getting Started Guide page.
  • Access to Intuit OFX connectivity requires login credentials. If your financial institution does not have them, click here and they may be retrieved by clicking “I forgot my user ID or password.”


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