Union Bank & Trust Online Services: Online Banking, Free BillPay, e-statements, Direct Deposit, Visa Check Card, ATM Card

Exporting to Quicken

Online Banking customers can now use Quicken when exporting transactions from Online Banking.

You can export your transactions from Online Banking by choosing an account, selecting the 'Transactions' button and choosing 'Export Transactions.' Then choose the statement cycle you would like to export as well as the file format. For Quicken customers this will be the format with the .QFX extension. Then click the 'Export' button and save the file to your PC.

After launching Quicken, you will need to edit your account and choose Union Bank & Trust Company - NE as your financial institution. You will then be able to import the file exported from Online Banking. If Union Bank & Trust Company - NE is not an option, please update your current list of financial institutions. This is done by selecting 'Online' from the menu bar and then choosing 'One Step Update.'Only the current and last statement cycles will be available for download.

If you have any questions, call toll-free 800-297-2837, or in Lincoln at 323-1777. Please contact us if we can explain anything further.

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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

FDIC Insurance:
For general information on FDIC Insurance, click here. For an important disclosure regarding deposit insurance on noninterest-bearing transaction accounts, click here.