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Here are some helpful answers to the most frequently asked questions about our website and Online Banking.

If you can't find an answer to your question?

  • General Questions
    • Q: What is KleinBank’s routing number?
      A: 091915654
    • Q: Where can I find an ATM nearest to me?
      A: Click on ATM Locator to find MoneyPass® ATM locations anywhere in the U.S. You can also call 800-MC-ASSIST (800-622-7747) and speak to a MasterCard representative.
    • Q: What is the cut-off time for online transfers through Online Banking and transfers through KleinLine?
      A: Online Banking – transfers requested before 6 p.m. CT will be processed the same business day. Transfers requested after 6 p.m. CT and on weekends and holidays will be processed the following business day.

      KleinLine Automated Phone Banking – transfers requested before 6 p.m. CT will be processed the same business day. Transfers requested after 6 p.m. CT and on weekends and holidays will be processed the following business day.
    • Q: How long does it take for a debit card purchase to be deducted from my account?
      A: This varies depending on the merchant. Typically, debit card purchases will take up to 5 business days to clear your account.

  • Gift Cards FAQs
    • Q: How do I make a purchase with a Gift Card?
      A: Using your MasterCard Gift Card is similar to using a credit card. When you make a purchase, swipe the card and press "Credit" and sign the receipt.
    • Q: What is my PIN?
      A: The MasterCard Gift Card does not come with a PIN. You should not press “Debit" at the register or try to withdraw cash from an ATM.
    • Q: What if I want to purchase an item that costs more than my balance on my card?
      A: You will need to use a second form of payment (cash, credit card, or check) to cover the difference. Simply tell the cashier in advance the amount you would like applied to your MasterCard Gift Card. Pay the remainder with a second form of payment.
    • Q: Can I use my MasterCard Gift Card for online purchases?
      A: Yes, however, to make an online purchase, you will need to register your card at or by calling 1-800-554-2707. When you make an online purchase, the name, phone, and address you enter will need to match the information that you registered.
    • Q: Can I use my MasterCard Gift Card at restaurants?
      A: Yes, when using your Gift Card where tips may be appropriate (restaurants, bars, etc.), the merchant may authorize your transaction for an additional 20% above the total bill. Be sure the balance on your card is sufficient to cover the cost of the bill, plus the tip added. If not, the transaction will be declined.
    • Q: “Pay at the Pump” – why was I declined?
      A: “Pay at the Pump” may secure an approval on the card as a set limit above the final amount/price of gas you pump. For instance, they may pre-authorize the transaction with $75. This is done to ensure that funds are available to cover the final purchase. To avoid authorizations over the transaction amount, you must go inside the gas station and ask the cashier to authorize the pump for the amount you would like to use on your card.
    • Q: Can I replace a lost or stolen card?
      A: Yes, if you have the card number available or registered the card online, it can be replaced for a fee.

  • FinanceWorks FAQs
    • Q: I see my KleinBank accounts listed in FinanceWorks. What other accounts can I add?
      A: FinanceWorks maintains links with many other financial institutions in the United States. If you have accounts at any of these participating financial institutions, you can add them here. Start by typing your other financial institution's name in the search box, and a wizard will walk you through the process.
    • Q: I want to add my car loan at another institution, but all I see are my checking and savings accounts. How do I add the car loan?
      A: Most financial institutions allow you to add multiple kinds of accounts – including car loans. If you don't see your car loan here, that's likely because your other financial institution has opted not to make it available.
    • Q: How much account history is stored?
      A: The number of days history will vary by financial institution. Generally, up to 90 days of history are immediately available. However, history may be available up to 24 months.
    • Q: Can I add accounts at investment firms?
      A: Yes, there are some firms that you can add. Please note that with investment accounts, you won't be able to see every detail of your holdings in each security; you can only track some limited transactions and your balances.
    • Q: My account information doesn't seem to be updating automatically. Why not?
      A: FinanceWorks will refresh your account information automatically. You may also click on the "Refresh" button on the top of the page.
    • Q: I changed my Online Banking password at my other bank/credit union. Do I need to change it in FinanceWorks?
      A: Yes, you must change your Online Banking password for each account held at the bank/credit union that you view in FinanceWorks. If you don't, FinanceWorks can't refresh that account information. Go to each applicable account and click on the "Change Sign-in Information" link.
    • Q: How does FinanceWorks handle Multifactor Authentication (MFA) at my other financial institution?
      A: FinanceWorks will request the MFA required by your other financial institution. This may be an answer to a challenge/secret question, entering a passcode provided by your institution or other MFA required element.
    • Q: How often is my account information from other financial institutions updated?
      A: FinanceWorks obtains transactions nightly. The exact time varies daily.
    • Q: I see that my account information from my other financial institutions is not displaying my transactions from today in FinanceWorks. How do I view my most current transactions (from today)?
      A: If you want to view transactions from today, click on "Refresh this Account". All your accounts at that financial institution accessible by the same sign-in information will be updated at the same time. You can also click the Refresh button on the Home page (under Accounts) to manually refresh all accounts.
    • Q: Why are there transactions on my institution's website that aren't in FinanceWorks yet?
      A: There can be a one-day delay, depending on when your credit union/bank makes transactions available.
    • Q: There are reminders that I didn't add – why are they there?
      A: FinanceWorks creates reminders for you based on past transactions that you have occurring regularly. If an existing reminder isn't needed, you can delete it.
    • Q: How does FinanceWorks select the categories to display when I first click the Goals tab?
      A: FinanceWorks selects your four most active categories. Any categories that are for fixed expenses, like Rent, are not selected. You can add and delete any categories you wish.
    • Q: How is the average calculated?
      A: FinanceWorks goes back three months from today's date, then starts at the first of that first month. It adds up spending for that category, then divides by the number of months that actually had activity. "Target" would be a better way to think of this.
    • Q: What do the colors mean on the graphs?
      A: Black bar = today's date. Gray bar = how much you've spent in relation to your budget. Green bar = amount remaining to spend.
    • Q: Can you explain Projected Balance to me? Are my reminders included in it?
      A: With Projected Balance, you can enter upcoming transactions to see what you'd have left in an account if expenses or deposits scheduled through today would clear your financial institution immediately. Because reminders are also part of Upcoming Transactions, they are included in Projected Balance.
    • Q: How is Projected Balance calculated? Can I edit it?
      A: Projected Balance is calculated by taking your current balance and adding or subtracting any upcoming transactions you've entered. You can't edit it per se, but you can change it simply by adding transactions.
    • Q: How do I view my transactions?
      A: Click on the account name hyperlink to view transactions for one specific account. Click the Transactions tab to view all transactions. You can also select your date range.
    • Q: If I return an item I purchased, how do I categorize the refund so my spending reports are accurate?
      A: You should categorize the return as an expense, with the same category as the purchase. So if you bought a lawn mower and then returned it, by categorizing both the purchase and the refund as "lawn and garden" expense, they will cancel each other out in your spending reports.
    • Q: How do I remove a duplicate transaction?
      A: Click on the transaction you want to delete within the list of transactions for that account, then click the Delete link at the top of that table.
    • Q: I want to edit multiple transactions at once – I need to re-categorize all my past Home Depot transactions to be "lawn and garden" instead of "household".
      A: First of all, remember that if you change one transaction now to "lawn and garden", all future expenses will be categorized the same. In addition, whenever you re-categorize a transaction, FinanceWorks asks if you want to re-categorize all past transactions to that payee.

      To re-categorize multiple transactions at once, go to Trends, select your desired date range and check the boxes for the desired accounts. Below the pie chart, click the View by Payee radio button. In the table, click the Payee that you want to re-categorize, and select the new category from the dropdown. Click anywhere else on the page and then answer the prompt to keep your changes.

    • Q: Can I download my transactions directly into Excel?
      A: Not directly. You download them first into .csv format, then import into Excel. When you use the download feature, it downloads all transactions in the selected date range, regardless of whether they've been previously downloaded.
    • Q: How is Net Worth Calculated?
      A: It takes into account all your accounts (both at your host financial institution as well as accounts at other financial institutions that you've set up to display in FinanceWorks), plus any Properties you've entered, such as your car and house.
    • Q: Is there a limit to the number of Properties I can add? Do they have to be actual properties?
      A: There's no limit. You can even have multiple properties of the same type, such as multiple cars. And they do not have to be actual properties. For instance, you can add a personal loan that's not tracked in FinanceWorks.
    • Q: Can you explain to me how to track my spending using the pie charts?
      A: Yes, there are multiple pie charts you can look at. For instance, you can look at the spending for one account by going to that account and clicking the Pie Chart tab. However, it sounds like you want to track your spending across all accounts. On the Home tab, you'll see a pie chart for your spending in the period you selected. To drill down, click on the Trends tab at the top. This displays the same pie chart; however, in this view, you can click on a "piece" of the pie, then click View Transactions on the table below for that category and look at the details for that spending.
    • Q: How do I see a year's worth of data in my spending report?
      A: How long have you been using FinanceWorks?

      If their answer is anything less than 9 months: When you first started using FinanceWorks, up to 90 days* of your account history displayed immediately. In order to get a year's worth of spending report data, you must use FinanceWorks for an additional nine months. Remember that some of the accounts you added at other financial institutions may not have started off with 90 days, so it may take longer to build up to a year's worth of data for them.

      If their answer is anything greater than 9 months*: Go to the Trends tab. You can drag the start and finish dates of the adjustable bar across the top of the screen and set the start date to a year ago. A pre-set list of date options can also be chosen from the dropdown menu.
    • Q: Can I add my own spending categories?*
      A: Yes. Simply click on the + Add link next to the word Category wherever you see it.
    • Q: I don't understand how the spending totals are calculated – Can you explain those to me?*
      A: The totals are based on which accounts you have selected (check the boxes next to the desired accounts on the left hand side of the Home screen) and which timeframe you have chosen (use the slide bars across the top or choose a pre-set time from the dropdown menu).
    • Q: How does FinanceWorks help me with my taxes?
      A: FinanceWorks helps you prepare for taxes in two ways. Tax Watch is available to you throughout the year, and a link to TurboTax Online Banking is available from December 15 to April 16.
    • Q: How does Tax Watch help me prepare for taxes?
      A: Tax Watch by default displays your information on Charity/Donations and Childcare/Daycare, with all those transactions for this calendar year listed out already. You can add additional categories by clicking on the Find More tab. Keep in mind that the history in Tax Watch only goes back as far as your history in FinanceWorks. So if you started using FW partway through a tax year, the tax information in Tax Watch may be incomplete. Instructions at the bottom tell what you should and should not use this tool to track, mainly deductions for which you receive a tax form. Consult your tax advisor.
    • Q: It seems like it takes a long time to access FinanceWorks through Online Banking. Why?
      A: If this was your very first time logging into FinanceWorks, it is slow because it's compiling all of your account information. If it's not your first time but it's been awhile since you logged in, it will take awhile to compile the transactions that occurred since your last login. We recommend you log in about once a week to keep the login process fast.
    • Q: I didn't log out of FinanceWorks, but when I try to view my accounts, I get a timeout error. Why?
      A: FinanceWorks times out after 20 minutes of inactivity. Remember it's a single sign-on product through Online Banking, so if you've gone back to your Online Banking session and are working there, you will time out of FinanceWorks after 20 minutes.
    • Q: I don't want to use FinanceWorks anymore. Can I unenroll myself?
      A: Yes you should, because then FinanceWorks will stop trying to aggregate your information from all your financial institutions. Log into FinanceWorks and click the Settings link in the upper right. You can unenroll yourself from this screen.
    • Q: Who do I call if I have a question about FinanceWorks?
      A: If you have additional questions about FinanceWorks, please contact our KleinBank Solutions Center team at 888-553-4648.

  • Purchase Rewards FAQs
    • Q: What is Purchase Rewards?
      A: The Purchase Rewards program lets you earn rewards by using your KleinBank Debit MasterCard® to purchase merchandise and services. Through this program, you'll receive targeted offers to receive rewards on purchases based on how you shop. As a KleinBank Debit MasterCard® cardholder, there is no limit to the rewards you can earn. So, the more you use your KleinBank Debit MasterCard®, the more offers you can receive and the more rewards you can earn!
    • Q: Where do I go to see offers?
      A: You can find your Purchase Rewards offers on the top right section of the Online Banking home page. Offers can also be found on the far right section of the individual account summary page. All offers can be viewed by visiting the rewards summary page, which you can get to by clicking on an offer within the Purchase Rewards section of the Account Summary pages within Online Banking. New offers will be labeled as "New "until you click to activate them. Once clicked, the reward is "loaded" on to your KleinBank Debit MasterCard®.
    • Q: How do I redeem offers?
      A: Each offer is based on how you currently shop, so the offers that you receive are relevant! To redeem the offer, simply click on it to see the details; this automatically loads the offer onto your KleinBank Debit MasterCard®. Then shop at the specified retailer and pay using your KleinBank Debit MasterCard® to earn the reward. Each offer has different details regarding when and where to shop and how much you need to spend. Offers that require an online purchase are clearly specified and may include a redemption code. Please read the details to determine how to redeem each offer and start earning rewards.
    • Q: Do I need to use a coupon or code to earn rewards?
      A: Typically, you do not need a coupon or code to redeem an offer. Each offer has different specifications regarding when and where you shop and how much you need to spend. Offers that require an online purchase are clearly specified and may include a redemption code. Please read offer details to determine how to redeem each offer.
    • Q: How long do I have to take advantage of an offer?
      A: Each offer has an offer period that was set by the merchant. You must redeem offers before the expiration date. The expiration date can be found in the offer details section of the offer by clicking on the offer.
    • Q: When do I receive the rewards for the offers I redeem?
      A: Your rewards will typically be deposited to your account the month after you redeem the offer. Since we do not share your personal information with retailers, we cannot credit your account immediately at the time of purchase. For example, any rewards you redeem in the month of September typically will be credited to your account at the end of October. If you would like to see the offers you have redeemed or the total value of the offers you have redeemed, please visit the Purchase Rewards summary page.
    • Q: I redeemed an offer but it isn't showing up, what is going on?
      A: Offer redemptions do not show up immediately. Generally, they will appear on the rewards summary page within a week after the purchase transaction appears online. If it has been longer than two weeks and your redemption has not yet appeared, please contact our Solutions Center at 888-553-4648.
    • Q: If I have more than one account will I see the same offers on both accounts?
      A: Offers are matched on an account level, based on the purchases made with your KleinBank Debit MasterCard® for that account. If you make different purchases with different accounts, you will see different offers in those accounts. You must use your KleinBank Debit MasterCard® connected to that account to redeem the offers for that account.
    • Q: Can I use any of my KleinBank debit or credit cards to earn rewards?
      A: You have to use your KleinBank Debit MasterCard® that is associated with the account that received the offer to earn rewards.
    • Q: I do not have a KleinBank Debit MasterCard®. Why am I still seeing offers through Purchase Rewards?
      A: Sometimes offers are presented to accounts with few or no debit card transactions in order to introduce the program and show how it works. If you don't want to see offers any longer, you can opt-out by clicking on the "Stop receiving all offers" link on the rewards summary page.
    • Q: Why don't I have any offers?
      A: Offers are based on how you currently shop to ensure the offers you receive are relevant. If you seldom use your KleinBank Debit MasterCard®, you may not receive any offers until you begin using your card more. The more you use your KleinBank Debit MasterCard®, the more chances you will have to receive relevant offers!
    • Q: What if I do not want to receive offers?
      A: You can opt out by clicking on the "Stop receiving all offers" link on the Purchase Rewards summary page. This link can be found in the upper right part of the page. If you opt out of the Purchase Rewards program at this time but change your mind later, you can reactivate your participation by simply clicking on “Start receiving offers again” on your Account Summary page.
    • Q: Is my personal information shared with retailers?
      A: No. Your personal information is not shared with retailers at any time.
    • Q: Who administers the Purchase Rewards program?
      A: This program is administered through a partnership between Cardlytics and Digital Insight, the Bank’s Online Banking solution provider. All personally identifiable information is secure within the Bank’s Online banking system and is not shared with the third party administrator. Cardlytics will make its best effort to collect all of the rewards due to you and assumes all liability for the collections. While KleinBank is not liable for rewards offered through this program, we continue to work very closely with Digital Insight and Cardlytics to ensure that your data is secure, the program provides value for you and that the Purchase Rewards Program provides a positive client experience.
    • Q: Is There a Fee to Use Purchase Rewards?
      A: No. There is no cost associated with this program, making it easy for KleinBank Debit MasterCard® cardholders to earn rewards. This rewards program is yet another benefit available through the use of your KleinBank Debit MasterCard®.
    • Q: Who do I call if I have a question about Purchase Rewards?
      A: If you have additional questions about the Purchase Rewards Program, please contact our KleinBank Solutions Center team at 888-553-4648.

  • Apple Pay FAQs
    • Q: What is Apple Pay?

      Apple Pay is an easy, secure and private way to pay for in-store and in-app purchase using the Passbook app on select Apple devices. With Apple Pay, you can leave your card in your wallet and make your purchase using your phone.

    • Q: How does Apple Pay work?

      Apple Pay provides an added layer of security for in-store and in-app purchases by enabling payments for your preferred debit or credit cards without you having to use your physical card. Apple Pay uses tokenization to securely transmit your preferred method of payment with the app or the store's Near Field Communication terminal at checkout. Through tokenization, a Device Account Number along with an encrypted transaction-specific security code is used to make the purchase rather than your card number further protecting your account from being compromised. More information can be found at Apple Pay site.

    • Q: How do I make payments using Apple Pay?

      Once you have enabled your card within Apple Pay, you can make payments by holding your phone in close proximity to the Near Field Communication or contactless payment terminal and simply placing your thumb on the Touch ID button displayed on your device's screen. You may make an in-app purchase by selecting Apple Pay upon checkout and placing your finger on the Touch ID button displayed on your device's screen. A passcode can be used when making payments in lieu of the fingerprint option.

    • Q: What is Near Field Communication (NFC)?

      NFC is a technology that allows a smartphone or other mobile device to safely, securely and purposefully communicate with a payment terminal in very close proximity. You may also hear it referred to as a contactless payment solution. If your device is NFC enabled, look for the NFC icon on the payment terminal next time you are checking out.

    • Q: What is tokenization?

      Tokenization replaces the personal account number assigned to your debit or credit card with a digital token that can be used for online and mobile payments. The token has no value if stolen or intercepted by an unauthorized party.

    • Q: Is Apple Pay secure?

      Apple Pay is a secure way to make purchases in-store or in-app using your preferred card. Apple Pay adds an added layer of security to your purchases by using tokenization to securely transmit your preferred method of payment with the app or the store's Near Field Communication terminal at checkout. Through tokenization, a Device Account Number along with an encrypted transaction-specific security code is used to make the purchase rather than your card number further protecting your account from being compromised.

    • Q: How do I add my card to Apple Pay?

      Apple Pay is a function of the Passbook app on select Apple devices. Your card can be added to Passbook by accessing the app directly or by navigating to "Settings" and selecting "Passbook & Apple Pay" and following the prompts on your screen. If you don't see the option to "Add Credit or Debit Card," swipe down and tap the plus sign. If you already have your card on file for iTunes®, follow the prompts to add it to your Passbook. You can also watch the iPhone guided tour for iPhone and Apple Watch Apple Pay site.

    • Q: Can I add my card to more than one device?

      Yes, you may add your card on up to ten devices. Your card will need to be added separately to each device through the Passbook app. You will be notified each time your card is added to a new device.

    • Q: What Apple devices are eligible for Apple Pay?

      In order to use Apple Pay, you need to have an iPhone 6, iPhone 6 Plus or iPhone SE running on iOS 8.1 or later for contactless and in-app payments. You can use iPad Pro, iPad Air™ 2 and iPad mini™ 3 -4 for in-app payments only.  You can also an Apple Watch that is paired to iPhone 5 or later.

    • Q: Where can I use Apple Pay?

      Apple Pay is an accepted contactless payment option among a growing number of retailers and for a growing number of in-app purchases. While checking out in-store, look for the contactless payment and/or Apple Pay symbol on the payment terminal. Look for the "Buy with Apple Pay" or "Apple Pay" button at checkout within the apps. Visit Apple's web site for a complete list of participating stores and apps and how to use the “Maps” function to locate stores near you that accept Apple Pay Apple Pay site.

    • Q: What is a Device Account Number and how is it different from my card number?

      For your security, when you add your card to Apple Pay, a Device Account Number that is separate and unique to your device is created. Your Device Account Number, instead of your real card number, is used to make purchases using Apple Pay further protecting your personal information. Your phone does not store your card number and nor does the merchant or app with which you are making the purchase.

    • Q: How many cards can I put on my device?

      Apple Pay currently allows for up to eight cards to be added to Passbook.

    • Q: How do I remove my card from Apple Pay?

      You can remove your card by selecting "Remove Card" in the "Passbook & Apple Pay" section of your device "Settings" or on the back of your card in the Passbook app by tapping on the   symbol. You can also visit to remove your card or Find My iPhone to temporarily suspend or permanently remove the ability to pay with your cards on your device.

    • Q: How do I make a return if I paid for the purchase with Apple Pay?

      If you need to make a return for a purchase made with Apple Pay, you may be asked to provide to the cashier the last four digits of your Device Account Number instead of the last few digits of your card number. To find the last four digits of your Device Account Number for your card, visit the "Passbook & Apple Pay" section of your device "Settings" or look on the back of your card in the Passbook app.

    • Q: What happens to my Apple Pay-enrolled card if I lose my phone?

      If you believe your device has been lost or stolen or your Apple Pay card information compromised in any way, please call your financial institution to deactivate your enrolled card. This will not impact your ability to use your physical card. You can also go to or the Find My iPhone app to temporarily suspend or permanently remove the ability to make payments from your device, even if your device is offline.

      Reminder: If your iPhone or iPad is ever lost or stolen, you can use Find My iPhone to quickly put your device in Lost Mode to suspend Apple Pay, or you can wipe your device clean completely. You can also stop the ability to make payments from credit and debit cards on your iPhone, iPad, or Apple Watch with iCloud. Just log in to and click Settings.

    • Q: Can I still use Apple Pay to make a purchase if my physical card is lost or stolen?

      If your card is lost or stolen, please contact your financial institution immediately to protect your account from fraudulent activity. If your card number has been suspended by the bank for your protection, Apple Pay will not allow you to process charges using that card.

  • Debit Cards FAQs
    • Q: How do I activate my debit card?
      A: There are two way you can activate your new card:

      • Call: 1-800-448-8268 and follow the prompts to activate your card.
      • Use your card with your PIN at any ATM to activate.

      Did you know you can change your PIN when you activate your card?

      If you need further assistance activating your card, please call our Customer Service Center.

    • Q: Should I choose CREDIT or DEBIT at checkout?
      A: Your Debit MasterCard allows you to choose either CREDIT or DEBIT when you swipe your card to make purchases.

      Select CREDIT when:

      • Making everyday transactions
      • You want to pay and get on your way

      Select DEBIT when:

      • Making a purchase and in which you want to receive cash just like at an ATM and pay no extra fees
      • Paying at a membership-only retail warehouse store. When you pay by DEBIT, you will be asked to enter the same PIN you use at an ATM.
    • Q: Planning a trip out of state?
      A: Be sure to notify us if you have travel plans in your future by contacting KleinBank’s Solution Center at 888-553-4648 (888-KLEIN-4U). Giving us your destination and the timeframe of your travel, will allow us to better monitor your account.

      Free ATM use at MoneyPass® ATMs

      Your Debit MasterCard can also be used at ATMs worldwide. Use MoneyPass ATMs for free at nearly 24,000 locations across the country. Click here find the nearest MoneyPass ATM.

    • Q: Will I receive a Debit card for my HSA account?
      A: You will received a debit card for your HSA account. Please remember that your HSA Debit MasterCard should only be used for approved medical expenses.
    • Q: Lost or stolen Debit card?
      A: Please contact 1-888-553-4648, Monday -Friday, 7:00am - 7:00pm CT, or Saturday, 8:00am - 1:00pm CT. After hours, please contact FraudWatch at 1-800-264-5578.

  • Quicken® and Quickbooks® FAQs
    • Q: Which KleinBank accounts can I access through Quicken® and QuickBooks®?
      A: Your KleinBank Checking, savings and loan accounts. can be accessed through Quicken® and QuickBooks®. In addition, Trust/Investment Management Accounts (Excluding Irrevocable Trusts) can be accessed via Quicken®.
    • Q: What is Direct Connect/Direct Services?
      A: Direct Connect/Direct Services is a connection between your personal financial management (PFM) software and KleinBank that enables you to view account information and conduct transactions directly from Quicken® and QuickBooks®.  Please note: Direct Connect is currently available for Personal and Prior Lake Business Online.
    • Q: Do I need to have a password? What is my password?
      A: Your username and password are the same ones you use for KleinBank Online Banking.  If you have forgotten your username and password, go to Login Help.
    • Q: I have more than one KleinBank account, but I only want to manage one account through Quicken® or QuickBooks®.
      A: You can choose to enter information for only those accounts you wish to integrate with your software. And you can use your PFM software to synchronize data with as many KleinBank checking, savings and loan accounts you want.
    • Q: How do I update my accounts in Quicken® or QuickBooks®?
      A: In Quicken®, click One-Step Update. In QuickBooks®, choose Online Banking Center from the Banking menu. Select KleinBank (Consumer/PL Business Online), KleinBank (Direct Connect for Consumer and PL Business), KleinBank Business (Business Online) from the financial institution drop-down list. Check the QuickStatement and transaction request(s) you want to send. Click Go Online.
    • Q: Can I download statement transactions from the KleinBank Online Banking in QuickBooks® IIF format?
      A: No and Yes. Web Connect download for QuickBooks® (desktop version), however WebConnect is available for QuickBooks® Online.  Direct Connect provides statement transaction downloads, along with more advanced features such as bill payment and transfer support.
    • Q: When I download my Trust/Investment Management Account Holdings, why do some assets show-up in different categories than they do on my statement?
      A: Quicken® only supports a limited number of asset categories (Stocks, Mutual Funds, Debt, Options and Other) compared to the categories available on your statement. Please contact your Trust Officer with questions regarding a specific holding.
    • Q: When I download my transaction activity for my Trust/Investment Management account, why do some transactions not appear in Quicken® or appear differently than on my statement?
      A: Quicken® does not support certain types of transaction such as Cost Basis or Carrying Value Adjustments, so these transactions will not be included in the download. In addition, the transaction categories available in Quicken® do not match the transaction categories available on your statement, and Quicken® requires special processing for certain transaction types (i.e.: reversal transactions), so transactions may appear differently in Quicken® than they do on your statement. Please contact your Trust Officer with questions regarding a specific transaction.


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