SVB Direct Connect Client Setup & Maintenance
Audience: SVB banking clients using third-party accounting applications
SVB Direct Connect
Direct Connect is SVB’s OFX service used by third-party accounting, tax, expense and ERP applications for porting previous day’s transaction and account information into those apps. Now you can log in to only one interface to view and manage your SVB US DDA, MMA, Loan and Credit Card accounts. Once it’s set up, there’s nothing more for you to do. Simply set up a PIN within SVB Online Banking and provide that, along with a user ID, to your application vendor, and you will be ready to go. Click here for list of supported applications.
Getting Started in SVB Online Banking
Login to SVB Online Banking and click the down arrow next to your name at the top right of the screen and choose My Security.
From the My Security page, choose Manage My SVB Direct Connect PIN.
A pop up window will appear where you can set your 4 digit numeric PIN and click
Also visit this same page to remember the PIN you have in place or change it to a new number.
QuickBooks Desktop Example
Search for SVB from the Find your bank screen and choose SVB Direct Connect.
On the next screen, enter your SVB Online Banking User ID* and the Direct Connect PIN you have set up in SVB Online Banking.
* Optionally, you may create a unique User ID for your accounting application vendor and give that user access to those accounts you wish to see in that application. E.g.: <partnername>_<clientname>”
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SOURCE: Step-by-Step: SVB Direct Connect – QuickBooks Desktop Users, DIRECT_Setup_and_Maintenance_