SVB Direct Connect

Sync all your transactional activity, account balances and transaction history from your SVB deposit accounts, corporate cards, debit cards and loans with popular financial apps, through our Open Financial Exchange 'OFX' service to better manage your business finances.

Become a client 

Empower your business through better integration

As your company’s transactions and reporting needs become more complex, get the enhanced functionality of leading business apps designed to help give you better financial controls, through seamless integration with Direct Connect.

Automated and accurate

Avoid hassles of downloading multiple files or conducting complex searches. Download linked SVB transaction data without duplicate entries.

Detailed analysis

Access a year’s worth of data through Direct Connect, across all your linked SVB accounts for easy transactional analysis.

Safe and convenient

All reports are generated through the use of a secure PIN, and are viewable in simple and read-only formats.

Leverage apps to gain more financial control

Automatically sync current and past account data for enhanced cash management, operational efficiency, timely reconciliations and effective expense monitoring.

No fees

Direct Connect is a complementary service offered to all SVB customers and partners.

Synch seamlessly with multiple accounts

Gain financial insights by connecting your SVB accounts with your favorite financial/accounting apps for seamless tracking, control and monitoring.

Gain actionable business intelligence

Sync up to 400 days of SVB account data with many popular financial/accounting apps to generate analytical reports and insights into your company’s income, spending and expenses.

Quick and easy setup

Direct Connect is easy to access and can be set up seamlessly.

Aggregate account information for greater efficiency

Consolidate account data of all your SVB banking relationships and add the functionality of your favorite financial/accounting management apps.1

Quickbooks  Online  Logo
Quickbooks  Desktop  Logo
Quicken  Logo
Yodlee  Logo
Xero  Logo
Expensify  Logo
Mint  Logo
in Dinero  Logo
Ltse  Logo
fiserv  logo
Tallie  Logo
X Ledger  Logo
Trovata  Logo


Not an SVB Direct Connect partner? Contact SVB


Get started with Direct Connect


With Direct Connect, searching for downloads or importing multiple files is not necessary. The fintech applications provide the support to connect their app with the SVB Direct Connect platform.

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Log in

Log in to your SVB Online Banking Account.
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Create PIN

Go to the "My Security" tab to set up your unique and secure PIN.
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Sync apps

Log into your favorite FINTECH app(s) and update your SVB Online Banking Connection with your unique PIN for a one-time sync operation.

Explore more ways SVB can help you 

Our banking products can help support you as you look to unlock new opportunities no matter your stage of growth – call us today to learn how SVB can help your business.

Corporate Cards

SVB Corporate Cards2 are designed to help you better manage your spending and payments transactions, while you scale and grow your business.

Business Checking

Easy-to-use banking services3 that let you focus on building your business.

Global Banking Services

Banking, investment and advisory services designed to support your business as you look to expand globally.

Online Tools & Integration

24/7 banking tools designed with maximum flexibility, integration options and robust security.


Flexible, tailored financing solutions2 to help you fuel your business strategies.

Foreign Exchange Services

Foreign exchange services4  to help you optimize currency moves and manage risks better in international markets.