Welcome to our updated site! We’re excited to announce we’ve updated our site. Among other enhancements you’ll find a new Education Center with helpful articles on a range of financial topics.  We hope you stop by often to see what’s new!

Education Center

Direct Connect

What is Direct Connect?

  • Save time and improve efficiency by managing and downloading all bill payments directly from QuickBooks® or Quicken®.
  • Transfers funds from one HomeStreet Bank account to another using QuickBooks® or Quicken®.
  • Direct Connect files can be automatically opened from within QuickBooks® or Quicken®.
  • Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • Direct Connect enrollments are subject to bank review and approval.
  • See our "Getting Started" guides for more information: QuickBooks for Mac | Quickbooks for Windows | Quicken for Mac | Quicken for Windows

Once your enrollment has been completed you will receive your credentials via email within 3-5 business days. 

For assistance with Direct Connect please call Customer Support: 800-719-8080 (Deaf or Hard of Hearing Customers TTY/TDD: 855-584-0256).

Why use Direct Connect?

Convenient

  • Easy to Use
  • Automatic Data Reconciliation

 

Simple

  • No Manual Data Entry
  • No Duplicate Transactions

Central

  • Bill Pay Services
  • Internal Account Transfers

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