Setting Up Online Banking

To connect to your bank for the first time:

Create or choose an account. (To create an account, in the menu bar go to Account->New Account)

Open the transaction register.

From the menu bar at the top of the screen select Online → Set Up Online Banking.

Select "New Connection".

Select your bank from the list. Type your bank's name in the box at the top to more easily search through the list.

Follow the on-screen instructions from here. Please note, many banks will require you to enable your account for direct connections. You can find instructions for doing so here.

After successfully connecting to an institution once, that institution will appear in the Online drop-down menu.