Important Notice: Direct Connect Service Ending

We want to make you aware of an upcoming change to how Quicken® and QuickBooks® desktop software connects to your Institution for Savings accounts.

 

Effective September 18, 2026, Institution for Savings will discontinue support for the Direct Connect connection method you are currently using.

You may continue to use QuickBooks® or Quicken®; however, you will need to transition to Web Connect to continue downloading and importing account transactions.

To avoid any interruption in downloading transactions, please complete the transition to Web Connect before September 18, 2026. We also recommend creating a backup of your QuickBooks® or Quicken® file before making any changes.

The instructions below provide detailed steps for deactivating Direct Connect and establishing a Web Connect connection:

 

• QuickBooks® Transition Instructions
• Quicken® Transition Instructions

When completing your first Web Connect download, select a date range beginning after your last successful Direct Connect update, if available.

After completing the transition, please review your account register and downloaded transactions to confirm that:

 

• No transactions were duplicated
• No transactions were missed
• Your account balances reconcile correctly

Taking a few moments to verify your transaction history can help ensure your records remain accurate and complete.

 

 

If you currently initiate bill payments or internal transfers directly from QuickBooks® or Quicken®, additional action is required.

Before completing the transition:

 

• Review any scheduled or recurring payments and transfers within your software.
• Delete any scheduled or recurring payments and transfers currently set up through Direct Connect.

 
After September 18, 2026:

 

• Bill payments and transfers must be initiated through Institution for Savings Online Banking.
• These functions will no longer be available within QuickBooks® or Quicken®.

Removing scheduled payments and transfers before transitioning to Web Connect will help prevent confusion and ensure future payment and transfer activity is initiated through the appropriate channel.

Thank you for your prompt attention to this matter.  If you have any questions or need assistance completing the steps to transition from Direct Connect to Web Connect, please contact the appropriate software provider directly.

•    Quicken® Support: https://www.quicken.com/support
•    QuickBooks® Support: https://quickbooks.intuit.com/learn-support