DOWNLOAD ACCOUNT INFORMATION
Manage your money the way you want to
Download Account Information
Download your financial informationYou can cut down on manually entering your financial information into your financial applications by downloading your Online Banking transactions into Quicken or Microsoft Money. Your financial information is provided in a format that is compatible with some software.
The information provided on your monthly statements is the only information that can be downloaded. Because there’s a limited amount of space, only information from the current and the previous month is available for download. Depending on the activity on the account, prior information may also be available (limited to the prior three months).
Advantis Online Banking offers Express Web Connect and Web Connect with Quicken. Learn about Quicken connection options
If you used Direct Connect in our previous Online Banking system, you’ll need to deactivate your Advantis account in Quicken and then reconfigure it in Quicken using Express Web Connect or Web Connect options.
For instructions on how to link your Advantis account, please use the search icon in the menu.