Silicon Valley Bank requires personal financial management tools like Personal Capital to use a special 'PIN' to access the account and retrieve data. This access code is different than the password you use to log in to www.svb.com and needs to be created within your Silicon Valley Bank account.
Note that this only applies to Silicon Valley Bank accounts. Credit Card and Private Bank accounts are not impacted by this change.
Use the steps below to create the PIN.
- Log in to SVB at https://www.svbconnect.com/auth/login/Login.jsp) and provide your login credentials.
- Click on "Main Menu"
- Then Click "Security Preferences“
- Click on "Manage My SVB Direct Connect Pin
Once you've created the PIN, update your credentials in Personal Capital to link your account. For Instructions on how to update credentials please see this help article.