• SVB Direct Connect

     
  • Integrate Seamlessly with SVB Online Banking

    SVB Direct Connect offers an automated and seamless way to access your company’s online banking, credit, and debit card balances and transactions in QuickBooks®, Xero, or other authorized applications. Free for clients*, Direct Connect helps maintain the control and insight that you're used to with SVB Online Banking.

    Automated and accurate

    Transactions are downloaded easily with no duplicate entries.

    Detailed and timely

    Get more detail with a year’s worth of data, for multiple accounts.

    Safe and convenient

    Simple, read-only, PIN-based access reduces risk.

    With Direct Connect, there is no more searching for downloads or importing multiple files. Make account reconciliation simpler. Start using Direct Connect today.


    Getting Started is Easy

    To get started, go to SVB Online Banking and create your Direct Connect PIN. Read below for a simple set of set-up steps.

    Set-up*

    To set-up Direct Connect, just follow these simple steps**.

    Authorized Applications


    Let us know if you’re an SVB client and you are interested in becoming an SVB Direct Connect authorized application.

    *SVB Online Banking fees apply. SVB Direct Connect is available for only US based bank accounts; except in the case of Xero, in which SVB Direct Connect is available for both UK and US based bank accounts. UK branch clients should visit UK Online Services to learn about the benefits that apply to UK accounts.

    **Xero bank feeds are available for UK and US based bank accounts. UK clients please click here to set-up a Xero bank feed. US clients should contact their Relationship Advisor or the Client Support Center to establish a Xero bank feed.

    QuickBooks and Quicken are registered trademarks of Intuit, Inc., registered in the United States and other countries. Expensify is a registered trademark of Expensify, registered in the United States and other countries. Yodlee is a registered trademark of Yodlee, Inc. XERO is a registered trademark of Xero Limited.