How do I download history information from the_Max! eBranch?

Log into the_Max!eBranch and view the history in one of your accounts. Be sure to choose a date range that displays the history you want to export.

Near the bottom of the page is an Export History to File section.

Choose the type of file you want to export.

  • Choose MS Money to export to Microsoft Money. The file will download, and Money will open and import your history.
  • Choose Comma Separated Values(CSV) if you want to export to Excel. The file will download. You will then need to open Excel and import your history manually.
  • Choose Quicken Web Connect if you want to export to Quicken. The file will download, and Quicken will open and import your history.

Microsoft has discontinued support of MS Money as of 1/31/2011. Microsoft provides a version called Money Plus Deluxe Sunset, but Microsoft does not support it, and it will not be updated.

We provide the ability to download to MS Money as a service to those who are still using this product, but we cannot provide support or help for the product.

Quicken Downloads

Quicken itself supports three ways of downloading data:

  1. Direct Connect
  2. Web Connect
  3. Express Web Connect>

See the following for an explanation of each method: http://quicken.intuit.com/support/articles/online-services/download/7956.html

the_Max! eBranch only supports Web Connect.


Why don't you support Direct Connect?

Quicken charges a high fee to offer Direct Connect. We would need to pass this cost on to our members as a monthly fee. We have chosen to provide Web Connect as a free service to our members.


Why don't you support Express Web Connect and One Step Update?

Express Web Connect and One Step Update are unable to handle the security we have chosen to implement. Our random code and challenge questions are designed to protect against various hacker attacks. Unfortunately, the way that Express Web Connect accesses websites of financial institutions uses one of the methods that we are protecting against: access by a computer without human intervention.


Why isn't QIF available as a download format?

The QIF format is obsolete and is no longer supported by Quicken. This has been the case since Quicken 2005 for Windows. The only currently supported format is Quicken Web Connect, which uses the QFX format.


Why can't I export to Quicken accounts I already have set up?

Before you download to Quicken for the first time from the_Max! eBranch, you need to follow the directions about the Quicken conversion process. Go to Quicken Conversion.

Do you support access by Mint.com?

No. Mint.com accesses websites in the same way Express Web Connect accesses them, and is blocked by the same security mechanism.


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If you are using a screen reader and are having problems using this website, please call 800-633-2848 for assistance.
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