Supported Financial Institutions

Moneydance can connect to the following financial institutions using the OFX (Open Financial Exchange) online banking protocol. Some banks support online bill payment and transaction downloading while others provide only downloading capabilities. Please note that some banks charge for the ability to use their banking services in this way. We encourage you to clarify this information with your bank.

  • 1st Advantage Federal Credit Union
  • 1st Source Bank
  • 5 Star Bank
  • AB&T
  • Abbott Laboratories ECU ALEC
  • ACU - America's Credit Union
  • Adams Community Bank
  • Addison Avenue Investment Svcs
  • Affinity Bank
  • Affinity Federal Credit Union
  • Air Academy FCU
  • Alight Solutions
  • Alpine Bank
  • Amegy Bank of Texas - Direct
  • America First Credit Union
  • American Broadcast EFCU
  • American Century Brokerage
  • American Century Investments
  • American Momentum Bank
  • American National Bk - Personal
  • American National Bank TX - DC
  • American Riviera Bank DC
  • American State Bank - TX-DL
  • AmeriCU Credit Union
  • Ameriprise Brokerage 133 Direct
  • Ameris Bank - GA
  • Andover Bank-RO
  • Andrews Federal Credit Union
  • Arizona Financial Credit Union
  • Arkansas Best FCU
  • Arrowhead Bank, Texas
  • Arthur State Bank
  • Aspire Financial
  • AT&T Universal Card
  • Athol Savings Bank
  • Banc of America Invstmnt Svcs,Inc.
  • BancFirst
  • BancFirst Business
  • BancorpSouth - Direct Connect
  • Banesco USA
  • Bangor Savings - Direct
  • Bank Fund Staff FCU - DC
  • Bank Independent
  • Bank of Central Florida
  • Bank of Colorado
  • Bank of Dickson
  • Bank of Franklin County - MO
  • Bank of Herrin
  • Bank of Marin
  • Bank of Stockton
  • The Bank of Tampa
  • Bank of the James - VA
  • Bank of Utah
  • bankESB
  • BankFinancial
  • BankFinancial Business DC
  • BankPlus - Internet Banking QN
  • BankUnited Business
  • Bankwell
  • Banner Bank Online
  • Bar Harbor Bank and Trust
  • Barclays (Investments, US only)
  • Barrington Bank & Trust Bus
  • Bay State Savings Bank
  • BayPort Credit Union
  • BBVA Compass
  • BBVA USA
  • BECU Online Business
  • Benchmark Bank
  • Bennington State Bank, Kansas
  • Bernstein Global Wealth Mgmt.
  • Beverly Bank & Trust Bus
  • Black Hills Federal CU
  • Blueharbor Bank
  • Boeing Employees' Credit Union
  • Boone Bank & Trust Co.
  • Brattleboro Savings
  • Brighton Bank - DC
  • Brinker Capital CORE and UMA
  • Bristol County Savings Bank
  • Bryant Bank
  • Busey Bank IL
  • Byline Bank IL
  • C&F Bank RO
  • C-Plant FCU
  • Cache Valley Bank
  • Cadence Bank DC
  • CAHP Credit Union
  • California Bank & Trust - Direct
  • Caltech Employees FCU
  • Cambridge Investment Research
  • Cambridge Savings Bank
  • Campus USA Credit Union
  • Canandaigua National Bank & Trust
  • Capital Credit Union - ND
  • Carrollton Bank DC
  • CASE CU
  • Cashmere Valley Bank
  • CBFC-Quicken & QuickBooks
  • Cedar Point FCU - MD
  • Centennial Bank - TN
  • Centier Bank
  • Central Bank & Trust
  • Central Bank - KY Consumer
  • Central Bank Houston
  • Central Bank Jeff.Co KY Consumer
  • Central Bank MO - Bus
  • Central Bank MO - Personal
  • Central Bank of Audrain Co-Pers
  • Central Bank of Boone County-Pers
  • Central Bank of Branson - Pers
  • Central Bank of Moberly - Personal
  • Central Bank of Oklahoma - Pers
  • Central Bank of Sedalia - Personal
  • Central Bank of St. Louis - Pers
  • Central Bank of the Midwest - Pers
  • Central Bank of the Ozarks - Pers
  • Central Bank of Warrensburg - Pers
  • Central Bank Utah
  • Central BOLO - Personal
  • Central State Bank Personal
  • Centris Federal Credit Union
  • Cetera Advisor Networks LLC
  • Cetera Advisors LLC
  • CFBank Online Banking DC
  • Chain Bridge Bank
  • Charles River Bank
  • CheckFree Bill Pay
  • Chelsea Groton Bank
  • Chevron Federal Credit Union
  • Christian Community CU
  • CIBC Bank USA DC
  • Citi Cards
  • Citi Investments
  • Citi Personal Investments Int'l
  • Citi Personal Wealth Management
  • Citi Private Bank
  • CitiBusiness Credit Cards
  • Citizens Alliance Bank
  • Citizens Federal Credit Union
  • Citizens Savings Bank - DC
  • Citizens State Bank Norwood
  • City and County CU
  • City Bank
  • City National Bank of CA-Dir Con
  • City National Bank of Florida
  • Clearview FCU
  • Coastal Community Bank DC
  • Coastal Heritage Bank
  • Collins Community CU DC
  • Columbia Threadneedle Investments
  • Comerica Bank
  • Commencement Bank
  • Commerce Bank - MO, KS, IL
  • Community Bank Lexington TN
  • Community Bank of the South FL
  • Community Bank of Wichita
  • Community Bank NA
  • Community Credit Union of FL
  • Community Resource Bank RO DC
  • Community Trust Credit Union
  • CommunityAmerica CU DC
  • Congressional Federal Credit Union
  • Consumers National Bank - Business
  • Continental Bank
  • Cornerstone Bank MA
  • Cornerstone National B&T Co
  • Country Bank for Savings
  • Country Club Bank
  • Credit Suisse Private Banking
  • Credit Union 1
  • Credit Union Of Colorado
  • Crest Savings Bank
  • Cross Keys Bank
  • Crystal Lake Bank & Trust Bus
  • CUNA Brokerage Services, Inc
  • Customers Bank - Business
  • Cyprus Credit Union
  • D.A. Davidson & Co.
  • Dakota West Credit Union
  • Dawson Co-op Credit Union
  • DCCU - DuPont Community CU - VA
  • Delta Community Credit Union
  • DESCO FCU
  • Desert Financial Credit Union
  • Deutsche Bank Alex. Brown
  • Devon Bank IL
  • DFCU Financial
  • Diamond Credit Union
  • Directions Credit Union
  • E*TRADE Financial
  • EagleBank - Personal
  • Earlham Savings Bank
  • East West Bank Direct Connect
  • Eastern Bank
  • Eastman Credit Union
  • Edward Jones
  • Edwards Federal Credit Union
  • EECU-Fresno
  • EH National Bank BB DC
  • Empire State Bank BO
  • Enterprise Bank Omaha DC
  • Equitable Bank, NE
  • Essex Bank
  • Essex Financial Services, Inc.
  • Everett Co-operative Bank
  • Exchange Bank - Santa Rosa
  • Fairfield County Bank
  • Fairwinds Credit Union Quicken&QB
  • Farmers & Merchants Bank - Direct
  • Farmers and Miners Bank
  • Farmers State Bank - Waterloo,
  • FedChoice Federal Credit Union
  • Fieldpoint Private
  • Fifth Third Bank - NEW
  • Fifth Third Investment and Trust
  • Financial Resources FCU
  • Firefighters First CU
  • Firstrust Bank Online Banking
  • First American State Bank
  • First Bancorp
  • First Bank - NJ BO DC
  • First Citizens Bank - DC
  • First Clearing, LLC
  • First Colony Bank of Florida
  • First Command Bank
  • First Command Financial Planning
  • First Commerce Credit Union
  • First Commonwealth Bank
  • First Community Credit Union
  • First County Bank - CT
  • First Federal Bank DC
  • First Federal Community Bank BO
  • First Federal S&L of Lorain
  • First Federal Twin Falls ID-DC
  • First Financial Bank - Business
  • First Financial Bank IN QFX & QBO
  • First Flight Federal Credit Union
  • First Hawaiian Bank
  • First Hope Bank
  • First Internet Bank of Indiana
  • First Interstate Bank TBS
  • First Merchants
  • First National Bank - Beloit
  • First National Bank Ames-Ankeny
  • First National Bank Chisholm
  • First Natl Bank of Central - TX
  • First Natl Bank Moose Lake
  • First Northern Bank-PA
  • First Piedmont
  • First Reliance Bank
  • First Republic Securities Company
  • First State Bank Lynnville
  • First State Bank of Blakely
  • First Horizon Bank - TN
  • First Tech Federal Credit Union
  • First United Bank and Trust
  • First US Bank
  • FirstBank of Colorado
  • Fleetwood Bank
  • Flint Community Bank
  • Florence Bank
  • Florida West Coast CU
  • FloridaCentral CU
  • FNB Bank, Inc KY
  • Freedom Credit Union - MA
  • Fremont Bank - Personal Banking
  • Frost Connect - DC
  • Fulton Bank DC
  • General Electric Credit Union - WCDC
  • Generations FCU
  • Georgia Banking Company - DC
  • German American Bank - Direct
  • GFA Federal Credit Union
  • Glacier Family of Banks
  • Golden Plains CU - Direct
  • Golden Valley Bank Retail
  • Goldman Sachs Private Wealth
  • Grand Savings Bank
  • Greater Nevada CU
  • Greater Texas Credit Union
  • Greenfield Cooperative Bank
  • Hancock Whitney Bank Direct
  • Harbor Funds
  • Haverhill Bank
  • Hawaii Community FCU
  • Hawaii National Bank
  • Heritage Bank - Olympia, WA
  • HFS Federal Credit Union
  • High Country Bank
  • Hilliard Lyons
  • Hills Bank and Trust
  • Holyoke CU
  • Hometown Bank - OH
  • HomeTown Bank of Alabama
  • Horizon Credit Union
  • Horizon Financial Bank
  • Hughes FCU DC
  • Huntington National Bank
  • iTHINK Financial
  • IH Mississippi Valley CU
  • Independent Bank, TN
  • Innovations FCU
  • Insight Credit Union DC
  • Institution for Savings
  • INTRUST Bank Personal
  • Invesco
  • Island Federal Credit Union
  • IU Credit Union
  • J.P. Morgan
  • J.P. Morgan Funds
  • Janney Montgomery Scott LLC
  • Janus
  • Jefferies & Company-Wealth Mgmt
  • Jefferson Bank - Bus
  • Jefferson Bank - Personal
  • Jefferson Security Bank
  • Jewett City Savings Bank
  • Johns Hopkins FCU
  • Jonesboro State Bank
  • Keys Federal Credit Union
  • Keystone Bank
  • Kitsap Credit Union
  • Knoxville TVA Emp CU
  • KS StateBank
  • KU Credit Union
  • L G & W Federal Credit Union
  • L&N Federal Credit Union
  • LA Police Fed Credit Union
  • Lake Forest Bank & Trust Bus
  • LCNB
  • Lea County State Bank
  • LeadBank Bus Direct Connect
  • Legacy State Bank - DC
  • Legend Bank
  • Libertyville Bank & Trust Bus
  • Lincoln Financial Group
  • Live Oak Bank
  • LUSO Federal Credit Union
  • M&T Bank Direct Connect
  • Magnolia Bank KY
  • MainStreet Bank
  • Manufacturers Bank-IA
  • Martha's Vineyard Savings Bk-Pers
  • Matanuska Valley Federal CU
  • Meadows Bank
  • Mechanics Bank CA
  • MECU Credit Union
  • Member One FCU
  • Members First CU
  • Merrill Lynch Investments
  • Metro Bank AL
  • MSU Federal Credit Union
  • Mid Hudson Valley FCU
  • Midland States Bank Consumer
  • MidWest America Federal Credit Union
  • Minnesota Valley Federal CU
  • Monroe Federal S&L
  • Monterey CU
  • Montgomery Bank
  • Morgan Stanley Wealth Management
  • Mountain America CU - Direct
  • National Bank of Arizona - Direct
  • National Bank of Indianapolis
  • National Iron Bank
  • NBKC Bank
  • Needham Bank Consumer - DC
  • NetXInvestor
  • Nevada State Bank - Direct
  • New Tripoli Bank
  • Newburyport 5Cents Sv Bank
  • Newtown Savings Bank
  • NexBank
  • NEXT Financial Group, Inc
  • North Shore Comm Bank & Trust
  • North State Bank
  • Northbrook Bank & Trust Bus
  • NorthCountry FCU
  • Northern Trust - Banking
  • Northern Trust - Investments
  • Northwest Bank DC
  • Northwest Community Bank
  • Northwestern Mutual Credit Union
  • Northwestern Mutual Inv Svs-NMIS
  • Oak Bank RO
  • Oakmark Funds
  • Oakworth Capital Bank
  • OceanFirst OFBCONNECT DC
  • Ohio University CU
  • Old National
  • Old Plank Trail Bank Bus
  • Old Second National Bank - Retail
  • One Nevada Credit Union
  • OneAmerica
  • OnPoint Community CU - New
  • Ontario Shores FCU
  • Oppenheimer & Co. Inc.
  • Oregon State Credit Union
  • Origin Bank-PFM
  • Pacific Premier Personal Online-DC
  • Pan American Bank-Direct
  • Park View FCU
  • Partners 1st FCU
  • Peoples Bank NC
  • Peoples Bank of Commerce
  • Peoples Bank of East Tennessee
  • PeoplesBank - Holyoke MA - CM
  • Philadelphia Federal Credit Union
  • Pinnacle Bank Nebraska RO
  • Pinnacle Bank Nebraska BO
  • Pinnacle Bank Texas RO
  • Pinnacle Bank Texas BO
  • Pinnacle Bank Wyoming RO
  • Pinnacle Bank Wyoming BO
  • Pinnacle Financial Partners
  • Pinnacle Bank, GA
  • Plains Commerce Bank Retail
  • PNC Bank - Direct Connect
  • PNC Investments
  • Point Breeze Credit Union Direct
  • Power Financial Credit Union
  • Premier America CU
  • Premier Bank Minnesota
  • Presidential Bank, FSB
  • PrimeWay Federal Credit Union
  • Principal Funds
  • Prosperity Bank Direct
  • Quincy Credit Union
  • Raymond James & Associates
  • RBC Wealth Management
  • Reading Cooperative Bank
  • Redstone Federal Credit Union
  • Regions Bank
  • Reliance State Bank
  • Reliant Community Federal CU
  • Renasant Bank
  • Republic Bank & Trust - Personal
  • River Bank & Trust
  • RiverWorks Credit Union
  • Robert W. Baird & Co.
  • Rockland Trust
  • Rogue CU
  • S&T Bank - Direct Connect
  • SAFE Credit Union
  • SAFE FCU - New
  • Salem Five Bank - Online Banking
  • Schaumburg Bank & Trust Company
  • Seacoast National Bank
  • Securian Financial Services, Inc.
  • Sentinel Securities, Inc .
  • ServisFirst Bank
  • Shareholders Service Group, Inc.
  • Sharonview Federal CU
  • Shelby State Bank
  • Sikorsky Credit Union
  • Silver State Schools Credit Union
  • Simmons Bank - Personal
  • SMW Financial Credit Union
  • Sound Credit Union
  • Southern Bancorp
  • SouthState
  • Southwest Bank - TX
  • Spectrum CU
  • Spring Bank Business DC
  • St Charles Bank & Trust Bus
  • St Paul Federal Credit Union
  • St. Mary's Credit Union
  • Star One Credit Union
  • State Bank & Trust - Nevada, IA
  • State Bank of Table Rock
  • State Bank of the Lakes Bus
  • State Employees Credit Union - NC
  • Stifel Nicolaus
  • Stone Bank
  • Summit State Bank - DC
  • Summit State Bank BEB - DC
  • Sun East Federal Credit Union
  • Suncoast Credit Union
  • SVB Direct Connect - Preferred
  • Synergy FCU
  • T Bank
  • T. Rowe Price
  • T. Rowe Price Brokerage
  • T. Rowe Price Retirement Plans
  • TBK Bank, SSB - Direct
  • TD Bank Online Banking
  • Texas Capital Bank
  • Texas Security Bank - New
  • The Bank of Greene County-New
  • The Bank of Princeton
  • The Business Bank
  • The Citizens Bank of Winfield
  • The Cooperative Bank - New
  • The Dart Bank
  • The First Bank of Greenwich
  • The Investment Center
  • The Juniata Valley Bank
  • The National Bank of Malvern
  • Think Bank-Direct Connect
  • Third Coast Bank DC
  • Thrivent Bank
  • TIAA-CREF Brokerage Services
  • Timberland Bank
  • Torrington Savings Bank - New
  • Town Bank Bus
  • TowneBank VA Personal & Biz
  • Treasury Dept FCU
  • Tri County Area FCU
  • True Sky Credit Union - DC
  • Truist Online Banking - DC
  • Truity Credit Union
  • Truliant Federal Credit Union
  • TruWest Credit Union
  • UBS Financial Services Inc.
  • UCBI - United Community
  • Ukrainian Selfreliance FCU PHILA
  • Ulster Savings Bank DC
  • UMB Bank
  • Union State Bank, Everest
  • United Bank & Trust-Marshalltown
  • United Bank AL
  • United Teletech Financial
  • Universal 1 Credit Union
  • Universal 1 CU
  • University CU Miami Pers
  • Univest Bank & Trust Co
  • US Bank - PFM Direct Connect
  • Valley Central Bank
  • Vanguard
  • Vantage Bank Texas Business
  • Vectra Bank of Colorado - Direct
  • Vibe Credit Union
  • Village Bank & Trust Bus
  • Voya Financial Advisors, Inc.
  • Voya Institutional Plan Services
  • Washington Trust Bank Online DC
  • Wealthscape Investor
  • WECU DC
  • Wells Fargo
  • Wells Fargo Trust-Investment Mgt
  • West Coast Community Bank
  • West Shore Bank
  • Westamerica Bank
  • Western Alliance Bank - Direct
  • Western Bank Lordsburg - DC
  • WestStar Bank
  • Wheatland Bank
  • Wheaton Bank & Trust Bus
  • White Eagle CU
  • Winchester Cooperative Bank New
  • Winslow, Evans and Crocker, Inc
  • Wright-Patt Credit Union
  • WSECU
  • Wyoming Community Bank New
  • Yampa Valley Bank - Consumer
  • Ziegler
  • Zions First National Bank - Direct