
If you use personal financial management (PFM) software, such as Quicken or Microsoft Money, you can
automatically update your PFM software with your transaction information and balances from First Republic
Banking Online through Direct Connect. It's quick and easy.
- Intuit’s Quicken for Windows
- Intuit’s Quicken for Mac
- Intuit’s QuickBooks
- Microsoft Money
Note:Versions supported include current and prior year only.
- First, you must be a registered user of
First Republic Banking Online.
- Call First Republic Bank at 888-372-4891 to register the accounts for PFM access.
- To enable your accounts, follow the step-by-step
directions from your PFM.
To register for PFM access, for inquiries regarding
First Republic Bank account information or
transaction downloads, please contact First Republic
Banking Online Support at 888-372-4891.
For product installation and support information,
please use the following resources:
* There may be a fee charged for support calls to Intuit or Microsoft.
|