MUST DO - Instructions for Conversion
ACTION DATES:
· Before end of day, August 03, 2026,Complete a final transaction download
· August 06, 2026, Deactivate anddisconnect existing bank connection in QuickBooks/Quicken. Then Reconnectaccounts through the new Online Banking system selecting August 04, 2026as the start date to avoid duplicate or missing transactions.
Please Note: Aggregationservices may be interrupted for up to 5 business days during conversion.