Forms and Applications

For your convenience, commonly used forms and applications are provided below. Simply print the document you need, complete, and return to the bank. For your protection, please do not send confidential information via unsecured e-mail.




DirectLine Quicken® and QuickBooks® Conversion Guides

Action is required by users of the DirectLine QuickBooks or Quicken software to download account transaction information from Stonegate Bank.  The bank is converting to a new OFX Gateway server which will offer a newer, more stable platform for communications with Intuit.

The change will take place starting Friday, August 18, 2017, and will require action on your part prior to the conversion.  In order to ensure a smooth transition your transactions will need to be downloaded prior to 5:00 pm ET on Friday, August 18, and you will need to deactivate your accounts within your Intuit product.  On or after 9:30 am ET on Monday, August 21, you will have the ability to reactivate your service.

Please carefully select the guide below based upon which operating system you use (Windows or Mac), as well as the version of Quicken or QuickBooks you utilize.

If you have any questions please contact us at (844) 635-2444 or Email:


QuickBooks Users

QuickBooks for Windows

QuickBooks for Mac


Quicken Users

Quicken for Windows - Direct Connect

Quicken for Windows -  Web Connect

Quicken for Windows - Express Web Connect

Quicken for Mac 2015 - 2017:  Direct Connect

Quicken for Mac 2015 - 2017:  Web Connect

Quicken for Mac 2015 - 2017:  Express Web Connect


Mint Users


Quicken and QuickBooks are registered trademarks of Intuit, Inc.

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