What Are The Benefits Of Direct Connect?
No manual data entry
Once set up, you can download your transactions into Quicken or QuickBooks.
Automatically reconcile data
Complete transaction and balance information makes categorizing and reconciling accounts easy.
No duplicate transactions
A special transaction-matching algorithm prevents the download of duplicate transactions.
Easier to use
Take advantage of Quicken’s One Step Update feature, which instantly connects Quicken or QuickBooks to the Bankers Trust system to download transactions and balances and to schedule payments.
Please note; QuickBooks Online is not compatible with Direct Connect and therefore not a solution for companies using this version of QuickBooks.
Please fill out the enrollment form, print, sign and mail directly to our customer service department at the following address:
Customer Service Department
3905 Merle Hay Road
Des Moines, IA 50310
The customer can walk into any Bankers Trust branch location and work with a banker to complete the enrollment form.
Direct Connect with Bill Pay Service Agreement and Disclosure
Direct Connect Fee Information
$15.00/month with Bill Pay
$10.00/month without Bill Pay