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)


$9.95 per month (includes unlimited number of online sessions)

Online Support for Quicken -