Exporting your account data

  • Log into online banking (To set up online access to your account, click here)

  • Select the account you wish to export account history information for

  • Select Download

  • A new window will pop up asking for a date range and format (choose from .csv, .ofx, .qbo, .qfx). After completing the required fields click 'download transactions'. Your file should appear at the bottom of your browser.


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