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  • SVB Direct Connect


    Integrate Seamlessly with SVB Online Banking

    SVB Direct Connect is SVB’s OFX service offering, providing SVB banking clients 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 (see below). Free to clients and partners*, Direct Connect helps maintain the control and insight you're used to with SVB Online Banking.

    Automated and Accurate

    Automated and Accurate

    Transactions are downloaded easily with no duplicate entries.

    Detailed and Timely

    Detailed and Timely

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

    Safe and Convenient

    Safe and Convenient

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

    With Direct Connect, there’s no more searching for downloads or importing multiple files. The fintech applications do all the work to connect their app to the SVB Direct Connect platform. Clients just need to supply access to their SVB accounts. Make account and transaction 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 setup steps. 

    Set up Direct Connect, just follow these simple steps:

    1. Log in to your SVB Online Banking account, select "My Security" under your name, then scroll down and click on "Manage My SVB Direct Connect PIN."
    2. Create your Direct Connect PIN.
    3. Log in to your fintech application and update your SVB connection with your new PIN. You will also be asked for a "user ID" – you may enter yours, or you may create a unique user ID in your SVB account and provide that.

    Authorized applications:

    • QuickBooks for Mac
    • QuickBooks for Windows
    • QuickBooks Online
    • Quicken for Mac
    • Quicken for Windows
    • NetSuite (Celigo SVB Connector) 
    • Expensify
    • inDinero
    • Intuit Developer Group
    • Intuit FinanceWorks
    • Mint
    • Xero**
    • Yodlee®-powered applications
    • Tallie
    • Finicity
    • GoFastPay
    • LTSE Tools

    If you use a fintech app not listed here, let us know!

  • Not an SVB Direct Connect partner?

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

  • * The SVB Direct Connect service is currently free to our banking clients. SVB Online Banking fees may still apply. SVB Direct Connect is currently available for US-based banks accounts only, except in the case of Xero (US and UK accounts supported).

    ** UK clients should refer to these Xero instructions

    QuickBooks and Quicken and Mint and FinanceWorks and Developer Group 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 Envestnet, registered in the United States and other countries. Xero is a registered trademark of Xero Limited, registered in the United States and other countries. Tallie is a registered trademark of SpringAhead, Inc., registered in the United States and other countries. Finicity is a registered trademark of Finicity, registered in the United States and other countries.

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