Quicken

With two options for connecting your accounts to Quicken or QuickBooks, Bankers Trust offers you integration with powerful tools to better manage your personal accounts. Learn more about Web Connect and Direct Connect below, or contact us for additional information.

Web Connect

Bankers Trust and Intuit have partnered to offer you Web Connect, a powerful service that automatically launches Quicken software on your computer, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. Web Connect is available at no cost to Bankers Trust customers.

Follow these steps to download and launch the program:

  • Log in to your Personal Internet Banking account.
  • Click on the Accounts Tab and choose Download Banking Transactions from the left side navigation.
  • Select the account and date range for desired transactions and click the Quicken Software button.
  • Click Download Transactions. Then follow the directions below based on your software type.

Windows

  • A Windows dialog may appear that asks whether you would like to Save or Open the file; select Open.
  • If this is your first time downloading with Web Connect for an account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.
  • You will be asked whether you would like to "Use an existing Quicken account" or if you would like to "Create a new Quicken account."
    • Use an existing Quicken account: If you already have the account set-up in Quicken, and you would like to add on to the existing transaction activity, you should select this option.
    • Create a new Quicken account: If you have not set up this account in Quicken, or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account. You will receive all transactions that fall within the From and To dates you selected in Step 2.
  • When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, select O.K.
  • Repeat these steps for each account you would like to download into Quicken.

Mac

If you are using a Mac, the file will automatically download to your "downloads or desktop."

  • Double click on the .qfx file or import the file using the "file" menu to import the transactions.
  • Repeat these steps for each account you would like to download into Quicken.

Direct Connect

Rather than using Web Connect, you can directly connect to your Bankers Trust account. This allows you to automatically download transactions and match them with existing transactions, pay bills and transfer funds from the convenience of your Quicken or QuickBooks software. The benefits of Direct Connect include:

  • 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 categorization and account reconciliation 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 to Bankers Trust’s OFX server to download transactions and balances, and schedule payments.

Direct Connect Service Disclosure

Online Enrollment Instructions

Direct Connect Fee Information

  • $8.00/month with Bill Pay
  • $5.00/month without Bill Pay

How to Enroll

Download, complete and print the enrollment form . The form can be sent in via U.S. Mail or turned in at any Bankers Trust branch.

  • US Mail – Please fill out the enrollment form, print, sign and mail directly to our customer service department at the following address:
    Bankers Trust
    Customer Service Department
    3905 Merle Hay Road
    Des Moines, IA 50310
  • Branch – The customer can walk into any Bankers Trust branch location  and work with a banker to complete the enrollment form.

Contact Bankers Trust to learn more about Quicken or visit a branch to enroll today.

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