Linking Silicon Valley (SVB) accounts

SVB 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 and needs to be created within your Silicon Valley account.

Note that this only applies to Silicon Valley Checking and Savings accounts. Credit Card and Private Bank accounts are not impacted by this change.

Use the steps below to create the PIN: 

  1. Log in to SVB 
  2. Click on Main Menu
  3. Click on Security Preferences
  4. Click on 'Manage My SVB Direct Connect Pin'

Once you have created the PIN, update your credentials in Personal Capital to link your account. For instructions on how to update your credentials, pease see this article.

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