Establish direct connections for your Stifel Bank business accounts through Treasury Central Connect.

Available as a complement to Stifel Bank’s Treasury Central treasury management platform, the Connect service places the power of your banking data directly in your hands.  Connect feeds balance and transaction data directly into third-party applications in an automated manner; no manual download process is required.

The Connect services require separate credentials from your Treasury Central online banking credentials. To take advantage of our Connect service, contact your Portfolio Manager.

Benefits

• No need for messy and time-consuming spreadsheet downloads or uploads to reconcile accounts
• Increased operational efficiency
• Save time and reduce the risk of errors from manual data entry

Supported Integrations

• NetSuite
• QuickBooks
• Sage Intacct
• Xero

Supported Aggregators

• Plaid