Intuit® Direct Connect and Web Connect Services
Intuit offers two methods of connection with Online Banking systems, Web Connect and Direct Connect. We are pleased to now offer BOTH Web Connect and Direct Connect so you can choose the method that works best for you.
Whichever you choose, reconnecting your accounts is quick and easy!
Quicken® or QuickBooks® will connect automatically with Montecito Bank & Trust Online Banking.
You control when you import transactions by manually downloading a file from Online Banking and importing the file into Quicken® or QuickBooks®.
Steps to Reconnect Your Account
At the time of conversion, you will need to perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take approximately 15 minutes.
The first step to reconnecting your accounts is identifying the correct connection method in QuickBooks or Quicken when you search for Montecito Bank & Trust:
Montecito Bank & Trust DC = Direct Connect
Montecito Bank & Trust WC = Web Connect
Important Step When Connecting with Direct Connect
Log into Online Banking with your credentials
In Online Banking, go to More Options – Authorized Apps
Click PFM Client, and then click Authorize
Getting started guides for first time users can be found at:
Please note that the authentication step for Direct Connect also applies for first time users.