Prepare for Personal Digital Banking System Changes
On Monday, May 19, we are switching online banking systems and you will be required to take action on your account.
On this Resource Page you will find:
- Key Dates outline when and how your Personal Online Banking access will be impacted.
- First-time Login Instructions guide you through how to access Personal Online Banking once the new system goes live.
- Quickbooks and Quicken Instructions will inform you of necessary steps to take before and after the conversion weekend to avoid potential data issues.
- New Features highlight the enhancements in our updated system.
- FAQs answer common questions about the transition to the new system.
Key Dates
Thursday, May 15 at 11:00 pm ET:
Access to Bill Pay will be temporarily unavailable. Access will resume in the new Digital Banking system on Monday, May 19.
Friday, May 16:
At 5:00pm ET, we will begin updating our Digital Banking System. During this system transition:
- Online banking will enter view-only mode. You’ll be able to view your account details, but transactions won’t be available until the system goes live.
- We encourage you to limit transactions in the current online banking system on Friday, May 16, where possible.
At 11:00pm ET, Intuit services (DirectConnect/WebConnect) will be disabled. Transaction history may not be available after this time. Please take action using the QuickBooks and Quicken Instructions below to prevent any disruption in service.
Monday, May 19:
The new online banking system will be available for access.
Login Access
- The new digital banking system will officially launch on Monday, May 19. The new system will not be accessible before this date.
- When you login for the first time, use your existing username and password via web browser or mobile device.
- Verify your identity using the primary mobile number or email address on file.
- Update your password when prompted during your first login.
Quicken and QuickBooks Instructions
Step 1: Before 11:00pm ET on Friday, May 16
Back up your QuickBooks or Quicken data file and download all current transactions. See Step-by-Step Conversion Instructions below.
Step 2: On or After Monday, May 19
Disconnect and then reconnect your QuickBooks or Quicken to the new Capital Bank system. When reconnecting, select the correct bank name:
- QuickBooks WebConnect & Quicken WebConnect/DirectConnect:
Connect to: Capital Bank Rockville MD
- QuickBooks DirectConnect only:
Connect to: Capital Bank Rockville MD DC
Please note: Intuit aggregation services may experience interruptions for up to 5 business days after the upgrade.
Step-by-Step Conversion Instructions:
Coming Soon
Smarter features.
Stronger security.
Seamless control.
The access and tools you need to manage your accounts from anywhere.
- Bank to Bank Transfers: Send money instantly to your personal account at another bank.
- CardHub – Instantly block, unblock, or manage your debit card.
- ClickSwitch – Easily transfer direct deposits and recurring payments from another financial institution.
- CardSwap – A centralized tool to update your payment information across multiple services.
- Internal Transfers – Send money instantly to other Capital Bank customers.
- Personal Financial Management Tools – Link external accounts and track your finances in one place.