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Personal Account Manager for Online Banking

If you are already enrolled in Stifel Bank's Online Banking, start enjoying the convenience of our Personal Manager service. Personal Manager allows you to download your account history to your computer where it will be available to import into a personal financial management software program such as QuickenTM, MS MoneyTM, QuickbooksTM for easy account reconciliation. Files can be downloaded in the following file formats:

  • MS Money (OFX)
  • Quicken 99 and later (QIF)
  • Quicken Financial Exchange (QFX)
  • Quickbooks (QBO)
  • Comma-Separated Variables (CSV)