Activity Center Business Video Tutorial
Read MoreWhat To Know
We're committed to delivering you the best online and mobile banking experience around. Once you're comfortable with the new online platform and mobile app, we're positive you'll love it!
With all new things comes a learning curve, but we're here to help as you navigate the new digital banking experience. Use this page as a resource and guide, and if you need additional help, our friendly bankers are standing by, ready to assist!
Why the change?
It was time. Our commitment to exceptional customer service extends beyond in-person interactions. As technology evolves and convenience becomes paramount, we explored digital banking solutions that would enhance your overall experience and simplify your financial management even further.
How does it benefit you?
Your business online banking and mobile app will have parity—features and functionality are the same across both. Additionally, with enhanced features, functionality and tools, they'll be simpler to navigate and a more robust resource for managing your business's entire financial picture.
Will it be an easy transition?
Yes! Our goal since the start of our preparation has been to make it an easy transition. That said, we understand you may encounter hiccups, and if you do, our bankers are just a phone call away.
Customer Care Center: Toll-free (855) 614-4061
Step-By-Step Guide—Logging In For The First Time Since The Upgrade
You can access your new online banking platform and mobile app starting at 9 AM on Monday, July 29. To log in for the first time, follow the instructions below.
Before you begin accessing your new platform and app, here's a helpful note: You only have to reset your password once, and you can do it through your online platform (desktop) or mobile app - your choice! Once you do, your Login ID and Password will be the same for both. Voila!
After logging in, if you do not see all your accounts on the left section of the home page under "Accounts," click on the button "View All Accounts."
QUICKEN & QUICKBOOKS USERS
This migration will require you to make changes to your QuickBooks or Quicken software. Click here for conversion instructions.
Business Online Banking Access Instructions
- Start by going to the top of this page and clicking "Online Banking Login."
- Sign in using your current Login ID (Username) and click "LOGIN." Type in your current password and click "Submit."
- You will then receive a 6-digit secure access code via text or phone call. Once you receive the code, insert it, and you'll be prompted to create a new password.
- You're in!
Business Mobile App Access Instructions
Important Note: There is now one mobile app for business and personal use, so if you DO NOT have the current personal mobile app with us, you must download the new one for your business on Monday, July 29. The app is available in the Apple App Store or Google Play Store.
If you DO have the current personal mobile app with us on your iPhone, it will update automatically to become your personal and business app. *If you are an Android user with the "current" personal app on your phone, click on it, and you'll be directed to download the new app.
- Start by downloading the mobile app or going to your mobile app on your phone (see Note above).
- Sign in using your current Login ID (Username) and Password.
- You will then receive a 6-digit secure access code via text or phone call. Once you receive the code, insert it, and you'll be prompted to create a new password.
- You're in!
You're in! Now what?
Exploring your new digital banking home is the best way to learn and feel comfortable navigating it. If you get stumped, take a look at our tutorial videos or call our Customer Care Center toll-free at (855) 614-4061.
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Read MoreFrequently Asked Questions
When will the new Online Banking Platform & Mobile App be available?
Monday, July 29, 2024 at 9 AM.
Is there any action required to start using the new Online Banking system?
Yes, follow the access instructions above. If you have questions, please contact our Customer Care Center at (855) 614-4061.
What is a Secure Access Code (SAC)?
A Secure Access Code (SAC) is a unique, single-use 6-digit code that protects against fraud by safeguarding your online transactions and sensitive information. A SAC is another level of authentication in addition to your Login ID and password, providing you stronger online security.
How will my SAC be sent to me?
You can receive your SAC by text, email, phone or push notification. We need your current contact information for this. You can update or change your SAC by going to Menu > Settings > Security > 2-Factor Authentication.
Do I have to enter a SAC every time I log in or conduct an online transaction?
No, you can register your computer or device once you have set up a SAC. Once you register your computer or device, you will skip the SAC requirement when you log in again. To register your computer or device, click "Register Device."
I'm enrolled in Online Banking. Can I use my Online Banking Log in credentials for Mobile Banking?
Yes. Online and Mobile Banking is one seamless user experience utilizing a single Login ID and Password.
How do I access Mobile Banking and is it free?
Mobile Banking is available to everyone. Download the mobile app and follow the on-screen prompts. Learn more here.
You may use the service for free; however, your wireless carrier may charge you fees related to this service.
Can I still use Mobile Deposits?
Yes. The mobile app allows you to make a mobile deposit by taking photos of the front and back of the check.
Can I access Bill Pay through Mobile Banking?
Yes. You will have the ability to send payments from your mobile device.
Is your Mobile Banking app supported on my mobile phone or tablet?
Our mobile banking app is supported on Apple and Android devices.
Can I use my current online banking password when we change over?
Yes, you can if it meets our password policy requirements.
How do I change my password?
Log in to Online Banking. Select Menu > Settings > Security > Update Password. Enter your current password, create a new password, and confirm your new password following the onscreen password criteria.
Can I change my Login ID?
Once you have successfully logged into the online banking system, you can update your Login ID by going to Menu > Settings > Security > Update Login ID.
Will my transaction history transfer over to the new system?
Yes. You will have access to 24 months of transaction history.
Will I have access to my eStatement history?
Yes. You will continue to have access to 16 months of eStatements.
Will I be able to export my account information?
Yes, but only through online banking (NOT the mobile app). Click on the account on the Home page and it will bring you to your Account Transactions. The ‘Export’ option is on the screen's right side. The following export formats are available:
- Spreadsheet (xls)
- Spreadsheet (csv)
- Microsoft OFX (ofx)
- Quicken (qfx)
- Quickbooks (qbo)
Will I need to do anything for my Quicken / QuickBooks to work?
Yes, as we complete the system conversion, you will need to modify your Quicken/QuickBooks settings to ensure the smooth transition of your data. In preparation for the conversion, we recommend you complete a final download before 07/26/2024 and disconnect your accounts in Quicken/QuickBooks. Quicken/QuickBooks will become available again on 08/02/2024. On or after this date, you may reconnect your applicable accounts. For instructions on how to connect to our new digital banking system, click here.
Will my scheduled transfers convert over to the new Online Banking system?
Any transactions (e.g., recurring internal transfers and bill payments) previously scheduled in the current online banking system will be carried over to the new system and processed as usual. Any recurring external transfers will need to be set up again.
Are there minimum browser requirements for the new Online Banking system?
Yes. You must use a recent version of Google Chrome, Mozilla Firefox, Apple Safari or Microsoft Edge.
How will I access the new Bill Payment service?
You can access the new Bill Payment service by logging into Online or Mobile banking and selecting "Business Bill Payment" under the “Transfers & Payments” tab. All your existing activity, payees, and payment templates will be available.
Will I need to do anything after the upgrade regarding Bill Pay?
No action is required. All previously entered Bill Pay information (i.e. payees, scheduled payments, recurring payments, etc.) will remain in your online Bill Pay profile.
Who do I contact if I have issues or questions?
For questions, please get in touch with our Customer Care Center toll-free at (855) 614-4061.
Can I receive alerts?
Yes. Alerts must be set up again within your new online banking and mobile app. You can create alerts specific to Accounts, Security, Insufficient Funds and Transactions. Alerts can also be delivered via the system’s secure mailbox, email, phone or text. Dual authorization via alerts is available to ensure transactions receive the proper approvals.
Can I delete and add users to the system?
You can do so if your online banking profile has permission to add users. Our Customer Care Center is happy to help: Toll-free (855) 614-4061
How many users may I add to my company?
You may add as many users as you need to cover all the roles you have assigned to your organization.
Can dual control be enabled for Wires or ACH origination?
If you are an admin, you can set this up yourself, or our treasury operations support team is happy to help: Toll-free (877) 686-3590
Can I create an ACH origination or Wire template?
Yes, please refer here.
How may I increase my Wire or ACH origination limit?
Contact our treasury operations support team toll-free at (877) 686-3590 to request a temporary or permanent increase in your limit. We will review this request quickly and may approve the change.
When is the ACH cut off time each day?
The cut-off time is 4:45 PM daily, excluding weekends.
When is the wire transfer cut off time each day?
The cut-off time is 3:45 PM daily, excluding weekends.
Can I create a tax payment?
Yes, please refer here.
Questions?
Reach out to us today! Your questions, inquiries, concerns and feedback are important to us, and we're here to listen and assist you however we can.