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Connect from your personal financial management (PFM) software

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.

Software Supported by First Republic Bank

  • Intuit’s Quicken for Windows
  • Intuit’s Quicken for Mac
  • Intuit’s QuickBooks
  • Microsoft Money

Note:Versions supported include current and prior year only.

How to Establish Your Online Connection

  • 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.

Support*

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.