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Intuit Quicken^® Web Connect

Instructions: Quicken^® Windows Web Connect (from within Online Banking)

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Tools > Account List
• Click Edit on the account to deactivate
• In Account Details, click Online Services
• Click Deactivate. Follow prompts to confirm deactivation
• Click the General tab
• Delete Evergreen Federal Bank and Account Number information. Click OK to close the window
• Repeat steps for any additional accounts that apply.

RECONNECT Online Banking connection for accounts that apply

• Download a Quicken Web Connect file from Evergreen's Online Banking site
• In Quicken, choose File > File Import > Web Connect (.QFX) File
• Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens
• Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken
• Repeat this step for each account you have connected to Evergreen.

Instructions: Mac Web Connect

ACTIVATE the Online Banking connection for accounts connected to Evergreen Federal Bank

• Click your account in the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter your financial institution name in the search field, select the correct option and click Continue
• Enter your credentials

• Express Web Connect uses the same credentials you use for your Evergreen Online Banking login
If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
Mon. - Fri. 9 a.m. - 5 p.m., Pacific Time.

• Direct Connect might require credentials that do not match your Online Banking credentials

• In the “Accounts Found” screen, ensure you associate each new account to appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
  Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken
• Click Finish.

Quicken Help

Intuit Quicken^® Direct Connect and Express Web Connect

Instructions: Quicken^® Windows Direct Connect and Express Web Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Tools > Account List
• Click Edit on the account to deactivate
• In Account Details, click Online Services
• Click Deactivate. Follow prompts to confirm deactivation
• Click the General tab
• Delete Evergreen Federal Bank and Account Number information. Click OK to close the window
• Repeat steps for any additional accounts that apply.

RECONNECT Online Banking connection for accounts that apply

• Choose Tools > Account List
• Click Edit on the account you want to activate
• In Account Details, click Online Services and then choose Set up Now
• Type Evergreen Federal Bank in the search field and click Next
• Enter your credentials

• Express Web Connect uses the same credentials you use for your Evergreen Online Banking login.
If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
Mon. - Friday. 9 a.m.- 5 p.m., Pacific Time.

• Direct Connect might require credentials that do not match your Evergreen Online Banking credentials

• Ensure you associate the accounts to appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.
  Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel
• After all accounts have been matched, click Next and then Done.

Instructions: Mac Direct Connect and Quicken Connect

ACTIVATE the Online Banking connection for accounts connected to Evergreen Federal Bank

• Click your account in the Accounts list on the left side
• Choose Accounts > Settings
• Select Set up transaction download
• Enter Evergreen Federal Bank in the search field, select the correct option and click Continue
• Enter your credentials

• Express Web Connect uses the same credentials you use for Evergreen Online Banking login.
If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
Mon. - Fri. 9 a.m. - 5 p.m., Pacific Time.

• Direct Connect might require credentials that do not match your Online Banking credentials

• In the “Accounts Found” screen, ensure you associate each new account to appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
  Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken
• Click Finish.

Quicken Help

Intuit QuickBooks^® Desktop - Direct Connect

Instructions: Windows Direct Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank

• Choose Lists menu > Chart of Accounts
• Right-click on the first account you would like to deactivate and choose Edit Account
• Click the Bank Feeds Settings tab in the Edit Account window
• Select Deactivate All Online Services and click Save & Close
• Click OK for any alerts or messages that may appear with the deactivation
• Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

• Choose Lists menu > Chart of Accounts
• Right-click on an account you would like to activate and choose Edit Account
• Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear
• Enter Evergreen Federal Bank in the search field and select Continue
• Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your Online Banking credentials.
• If your credentials do not work, contact Evergreen at 541-479-3351 or toll-free 1-800-275-6148
  Mon. - Fri. 9 a.m. - 5 p.m., Pacific Time.
• Ensure you associate the accounts to appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
  Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
• After all accounts have been matched, click Next and then click Done

Instructions: Mac Direct Connect

DEACTIVATE Online Banking connection for accounts connected to Evergreen Federal Bank 

• Choose Lists > Chart of Accounts
• Click the first account you would like to deactivate and choose Edit > Edit Account
• Choose Online Settings in the Edit Account window
• In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save
• Click OK for any alerts or messages that may appear with the deactivation
• Repeat steps for any additional accounts that apply

RECONNECT Online Banking connection for accounts that apply

• Choose Banking > Online Banking Setup
• Type your institution's name in the search field, then click Next and follow the instructions in the setup screen
• Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next
• Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your Online Banking credentials.
• For each account, you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
• Click Next, and then click Done
• Repeat this step for each account that you have connected to Evergreen

QuickBooks Help

• 24-Hour access to your accounts
• Access to E-Statements
• Set up Alerts
• Evergreen Personal Bill Pay
  • Receive eBills (if allowed by Merchant)
  • Set up recurring or one-time payments
  • Manage payees by adding, modifying, or deleting account information for individuals or companies
  • Overnight/next-day payments available for an additional transaction fee
  • Set up email alerts for due dates and notification of when payments have been sent
  • Search bill history by company, date, and status
  • Make payments from multiple accounts

New Evergreen Personal Online Banking Users:

Click Enroll in Evergreen Personal Online Banking, below. Review, agree to the terms and conditions, and complete the application.

Enroll in Evergreen Personal Online Banking

Get Ready to Pay Bills Online

To get started with Evergreen Personal Bill Pay, log on to your account, click Bill Payment on the menu bar across the top.

Once you review and accept the agreement, you can start paying bills online.

Quickly send or receive money

Send money with Zelle®

E-Statements

Sign up for E-Statements for secure and convenient access to your statements.

1. After enrolling in Evergreen Personal Online Banking, log in to your account
2. Click on the account you would like to view
3. Click on Documents from the menu
4. Choose the Document type from the list
5. Select the statement month you want to view

Tutorials & Demos

• Instant Balance: When enabled, users can securely preview balances without logging in
• Touch/Fingerprint ID: Log in using your fingerprint instead of a password with Apple's Touch ID or Android's Fingerprint Authentication
• Account Balances: View your account balances in real-time
• Recent Transactions: View both recent and pending transactions
• Transfer Funds: Easily move money between your Evergreen accounts
• Bill Pay: Schedule payments to companies and people
• Deposit Checks: Deposit paper checks using your phone or tablet's built-in camera

Quickly send or receive money

Send money with Zelle®

Tutorials & Demos

Personal Mobile Banking

Mobile Banking Security Information

Mobile Banking Security

Download the App

Available for smartphones and tablets using iOS and Android operating systems. To download, visit your device's app store and search for Evergreen Federal Bank.

Evergreen Careers

Join Team Evergreen and be a part of making a positive difference in your community.

As a community bank, we are committed to making a difference in the communities where we operate. Evergreen is able to make a difference because of our customers who support our community-building purpose. Evergreen seeks motivated, talented people who believe in offering our customers exceptional service while making a positive difference in the community where they live.

Evergreen Federal Bank has six branch locations in Southern Oregon: Grants Pass Main Office, Grants Pass North, Medford, Rogue River, Brookings, and Ashland.

Positions Available:

For job opportunities, visit our Career Portal:

Evergreen Federal Bank Jobs 

Bank conveniently and securely with Evergreen's Mobile App. Available for Personal and Business Banking.

Multi-Layer Security

Evergreen's Mobile App utilizes multi-layer authentication to secure your connection. This strong approach to security provides simple access to your accounts and offers powerful protection against fraud. Evergreen’s Mobile App offers bio-metric options for an extra layer of security.

Secure Download

Download Evergreen’s Mobile App from the Apple or Google Play Store . In your device store, search for Evergreen Federal Bank. (NOTE: Because other companies use the name Evergreen, make sure you search for the full name: Evergreen Federal Bank). Identify and confirm the App (seen below) before installing and opening the App.

Secure Login

Logging in from your mobile device is simple and very secure. We confirm your credentials along with the device you are using. (NOTE: You will need to be enrolled in Evergreen’s Online Banking to use Evergreen’s Mobile App.) Remember to Logout when you have completed your Mobile Banking session. The Logout button is conveniently located at the top right corner of the screen. When you Logout, you will be returned to the Login screen.

Alerts

Once enrolled in Evergreen Online Banking, you can set up Alerts to assist you in monitoring your account activity. Relevant financial events, such as a low balance, pending loan payment, or specific transactions, automatically trigger the delivery of real-time alerts. Account-holders control their communication preferences and can choose to receive alerts through email, text, or push notifications.

If you suspect fraudulent activity involving your accounts, contact your local branch or call us at:
541-479-3351 or 1-800-275-6148
9am-5pm Pacific Time, Monday through Friday

Best Practices

Strong Passwords: You will need to choose a password with a combination of numbers, letters and symbols. Do not share your user ID or password with anyone. For your protection, we recommend that you change your password regularly. Do not use numbers that are easily associated with you, such as your telephone number, address, or birth date as your password.

Networks: If you want to connect to your bank while out and about, it's a good idea to use your cellular network instead of a WiFi hotspot because this is a more secure option, and your data will be better protected.

Update: Make sure you keep your apps and your phone software updated for maximum security.

Verify: If you are unsure whether an email, text, or Website is from Evergreen, call us to verify it.

Resources: For more information on how to protect your personal information and mobile data, visit the links below:

https://consumer.ftc.gov/articles/how-protect-your-phone-hackers

https://consumer.ftc.gov/articles/how-websites-and-apps-collect-and-use-your-information

https://consumer.ftc.gov/articles/protect-your-personal-information-hackers-and-scammers

Compatibility

Available for iOS and Android smartphones and tablets
Participating carriers (but not limited to): AT&T, SprintPCS, T-Mobile®, U.S. Cellular®, Verizon Wireless, MetroPCS.

Evergreen Mobile App