SVB Direct Connect is an automated and seamless way to see your company’s SVB Online Banking balances and transactions in QuickBooks® or other authorized applications. SVB Direct Connect will not only help maintain the control and insight that you're used to with SVB Online Banking, but it is also free for clients.*
With SVB Direct Connect, there is no more searching for downloads or importing multiple files. Make account reconciliation simpler. Start using SVB Direct Connect today.
To get started, go to SVB Online Banking and create your SVB Direct Connect PIN. Read below for a simple set of set-up steps.
To set-up SVB Direct Connect, just follow these simple steps**.
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.
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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.
Hours of Operation:
Monday - Friday
5:00 a.m. – 5:30 p.m. PT
Contact Client Services for help with any SVB product or service.
Hours of Operation: 5:00 a.m. - 5:30 p.m. Pacific Time (Monday - Friday)
1.800.774.7390 1.408.654.4636 firstname.lastname@example.org