Direct Connect with Quicken®
Integrate your accounts with Quicken to simplify your tax preparation.
Simplify your tax preparation with Quicken®. Download your account information on balances and transaction for checking, savings, and money market accounts. Initiate transfers within Quicken® and then transmit these transactions to us for secure processing.
Stop by any Jefferson Bank location to learn more.
System Requirements:
- Current year's version or two prior years of Quicken®
- Internet Access
- Online Banking User ID and Password (less than 32 characters)
Price:
$9.95 per month (includes unlimited number of online sessions)
Online Support for Quicken - https://www.quicken.com/support
