iBank 3 features the ability to connect directly to your financial institutions via the Internet and update your accounts automatically. Transactions are downloaded using Open Financial Exchange (OFX), which is not supported by all financial institutions (and some may charge a fee for this service). We do not guarantee online access for all accounts.
You must first select a financial intituion with which to connect your account. When you create an account, iBank will initiate this process automatically. To enable access for an existing account, select the account in the source list, make sure you are connected to the Internet, and choose Account>Setup Online Account Access. iBank will update its list of supported financial institutions and then present the following sheet:
Type the name of your financial institution in the search box at the top of the sheet to narrow down the list of available options. When you locate the correct institution, select it and click "Continue Setup." You will then be asked for the username and password required to acces your account online. If you do not have or cannot remember the username and/or password, please contact your financial institution for assistance.
If multiple accounts are available for download, you will be asked which one to use. Select the account that corresponds to the iBank account you are configuring. iBank will then attempt to connect to your financial institution. After establishing a successful connection, iBank will give you the option to "Download Transactions Now," if you wish. Click this button to update your account, or else click "OK" to wait for another time.
Transactions are downloaded using the Open Financial Exchange (OFX) protocol, which is not supported by all financial institutions (and some may charge a fee for this service). We do not guarantee online access for all accounts.
See Direct Download for more information.
If you no longer want to use the online access feature with a particular account, select that account in the source list and choose Account>Disable Online Account Access. The account will no longer be configured for direct downloading. You may reestablish online access for that account at any time.