Use Web Connect to download account information into Quicken® or Microsoft® Money. It’s an easy way to organize your personal finances.
- No manual data entry - Once you're set up, you can download all your transactions right into Quicken® or Microsoft® Money — instead of typing them in by hand.
- Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
- Easier to use - Web Connect files may be automatically opened by Quicken® or Microsoft® Money directly from the The Bancorp Bank web site, which eliminates the need for you to search for files that have been downloaded.
- Automatic account setup - Simply initiate a download to Quicken® or Microsoft® Money from the White Oaks Wealth Private Bank web site, and Quicken® or Microsoft® Money will set up your accounts for you—with your data already up to date.
What you need to get started
All you need to get started is your White Oaks Wealth Private Bank User ID and Password, an Internet connection, and your financial software.