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Web Connect/Financial Exports

What is Web Connect?

Web Connect is a 1-Way transmission of your account information into your personal financial software. It is the most secure way to allow you to download your account transaction activity into Microsoft® Money or Quicken®. You just log in to your account and select the information you would like to download.

What do I need to access my balances and transactions with Quicken® or Microsoft® Money?

  • An account with cfd Banking Services.
  • Your User ID and Password from cfd Banking Services.
  • Any version of Quicken® or Microsoft® Money installed and registered on your machine.
  • An active Internet connection.

That's all you need! We make it simple for you.

Can I download more than one account?

Yes. You can download information for each account that is listed in the Export section. However, for the best performance, you can only download one account at a time.

Can I download past transactions?

Yes, you can download all transactions that are available online for your account.

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