Congressional Bank

Systems Upgrade UPDATE – Direct Connect Connection to Quicken & QuickBooks

We appreciate your patience while we have been working with our partners.  To establish your Direct Connect Congressional Bank-PFM connection, a new form is required to be completed.

Business eBanking – located under the Administration tab, Forms and Documents.  Once completed and signed, please send back through Business eBanking under the Administration tab, Contact Us.  You may also reach out to your account officer to process this form via DocuSign to submit on your behalf for processing.

Personal eBanking – Please reach out to your account officer to process this form via DocuSign to submit on your behalf for processing.

CLICK HERE for Quicken and QuickBooks Direct Connect Instructions once you have received the secure message within Business eBanking or Personal eBanking.

Note that QuickBooks Online is not supported.

Frequently Asked Questions: System Conversion

Question:  Why am I not seeing all my statements?
Answer:   All statements ended on October 23 and the account activity from October 26-30 will be included in the November bank statement. Your original statement cycle will resume in December. However, your statements will build over time to for seven years.

Question: Do I need to reenroll for eStatements?
Answer: YES, you will have to reenroll for eStatements. However, you will need to follow the steps on the “Document and Statement Preferences” document to select your delivery preference. These instructions are located in Business eBanking under to Forms and Documents.

Question: Did my Password change for Online Banking?
Answer: Your Password or Credentials have not changed for Business or Consumer eBanking.

Question: Why am I not able to get into the App on my Android Phone?
Answer:   Our updated Android Mobile App is in review with the Google Play Store and will be available soon.  Google is experiencing delays due to COVID-19.  In lieu of the app being available, please use the below link to access the mobile web version for accounts, transfers, and bill pay.  Mobile Deposits not available on mobile web.

Question: Do I need to reinstall my mobile app?
Answer:   Only if you are experiencing errors, please reinstall the app and it will be automatically updated.

Question:  Why am I not seeing a running balance or transaction details in my personal Online Banking?
Answer:  Beginning Tuesday, October 27 and going forward, transaction details and balance history will be shown.

Question:  Why am I not seeing deposit slips and images for my transactions in Business eBanking?
Answer:  Deposit slips and images produced prior to October 27, 2020 (except for remote deposit capture) will need to be requested through Business eBanking secure messaging. You can also request them from your account officer.

Question:  Do I need to perform an update to Quicken / Quickbooks?
Answer:  Please click here for all Quicken / Quickbooks update information.