Quicken’s Direct Connect feature is available to use with Needham Bank personal accounts.
With Direct Connect, managing your finances is even easier with real-time account information at your fingertips.
Direct Connect features an encrypted two-way connection so all of your transactions and account information are automatically updated in Quicken with up to the minute details. This connection upgrade also provides the ability to pay bills and transfer funds directly within the Quicken interface.
To activate Quicken’s Direct Connect feature, follow these steps:
If you have previously enrolled your Needham Bank accounts with Quicken, follow these steps to ensure you are utilizing the Direct Connect feature. With this new upgrade, Direct Connect is the only Quicken connectivity we officially support.
If you have any additional questions or need assistance in setting up or transitioning your Quicken accounts, please contact our Digital Banking Team 781-474-5804.