MUST DO - Instructions for Conversion
ACTION DATES:
· Before end of day, August 03, 2026,complete a final transaction download
· August 04, 2026, deactivate anddisconnect existing bank connection in QuickBooks/Quicken before end of day.
· August 06, 2026, reconnect accountsthrough the new Configure Digital system selecting August 04, 2026, asthe start date to avoid duplicate or missing transactions.
· Please Note: Aggregation services may beinterrupted for up to 5 business days during conversion.