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 Electronic Banking Help Desk is available to assist you after the merger. Simply call 1-866-764-8638. Please see the letter that was mailed to you for help desk hours.

Please note:

  • Intuit aggregation services will be unavailable for up to 3-5 business days after July 15, 2019. Intuit product users are encouraged to download a QFX/QBO file during this outage. 
  • Mint will be unavailable for 3-5 business days after July 15, 2019 to complete the transition process. 

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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