Connectivity for ® and QuickBooks® Quicken® and QuickBooks® are two of the most trusted brands for personal fi nancial management and small business solutions. With these leading brands and OFX Direct Connect and/or Web Connect, you can attract and retain your most profi table customers.

Banking customers, both business and consumer, say that Online Banking access through QuickBooks and Quicken is a primary feature for them. OFX Open Financial () connectivity helps you meet that expectation Exchange (OFX) is a by enabling your end users to directly access their most recent account unifi ed specifi cation that information through Quicken and QuickBooks. fi nancial institutions can adopt for the exchange There are two connection options – Web Connect and Direct Connect. of fi nancial data over the Internet. OFX Web Connect streamlines the work Features: fi nancial institutions need to do to connect • One-way connectivity between your fi nancial institution’s Online Banking to multiple customer and Quicken and QuickBooks. interfaces, processors • Download up-to-date account information to Quicken or QuickBooks and systems integrators. initiated from your fi nancial institution’s website. OFX is the language that Quicken and QuickBooks • Transaction-matching algorithm to prevent the download of speak to other software duplicate transactions. applications when they request and receive Benefi ts: fi nancial information. • Your fi nancial institution is listed within Quicken and QuickBooks. • Increase Online Banking adoption and engagement — users will be required to set up an online account and log in before downloading transactions to Quicken and QuickBooks. • Free Quicken and QuickBooks software for internal training/support and access to ’s support channel for fi nancial institution employees supporting OFX products. • Once setup, your customers can download their transactions into Quicken or QuickBooks. • Files can be opened automatically from your fi nancial institution’s website. Direct Connect Features: • Two-way communication between your financial institution’s OFX server and Quicken or QuickBooks. • Download transactions, update account balances, pay bills and transfer money between accounts within Quicken or QuickBooks. • Transaction-matching algorithm to prevent the download of duplicate transactions.

Benefits: • Customizable automated enrollment process, exclusively offered by Digital Insight. • Your financial institution is listed within Quicken and QuickBooks. • Free Quicken and QuickBooks software for internal training/support and access to Intuit’s support channel for financial institution employees supporting OFX products. • Once setup, your customers can download their transactions into Quicken and QuickBooks. • Your financial institution will be included in your customer’s One Step Update feature, which instantly connects Quicken to all available financial institutions’ OFX servers for account updates. End-user Benefits • Improves efficiencies for managing finances online or running your business. One update will download the most current account information available. • Prevents duplicate transaction listings to avoid account-management mistakes. • Increases convenience with direct access to personal account information through Quicken and QuickBooks.

Usage Features • Transaction data download capabilities using OFX protocol. • Supports both real-time and batch environments. • Downloads transactions and balances directly into account register. • Supports checking, savings, money market, CD, and most loan accounts. • Weeds out duplicate transactions automatically.

Quicken and QuickBooks are trademarks and/or service marks of Intuit Inc., registered in the United States and other countries.

Banks and credit unions turn to Digital Insight for innovative online and mobile banking that drives growth. For nearly 20 years, our leading solutions have helped financial institutions engage more meaningfully and more profitably. digitalinsight.com 888-344-4674

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