Business Digital Banking FAQs

A: To ensure our clients have the support they need during this transition, we are rolling out our new upgrade in two waves. Business clients who use Bill Pay will get the upgrade on September 19. (All personal banking clients will also be upgraded to the new platform on September 19.) Remaining business clients, those without Bill Pay, will get the upgrade on October 3.

A. Log in using your current username and password.

Next, you’ll be prompted to receive a one-time passcode via voice, email, or text to the contact information we already have on record. You will be prompted to create a new password. You may use the same password you use today if it meets our system requirements. Remember to re-establish all of your alerts upon initial login.

Log Into Online Banking

A:  The apps are available at the Apple App Store and Google Play Store.

A. Yes, your sub-user permissions will carry over. 

A. Yes. 

A. If you are the administrator on the account, you can add or edit sub-users on the Business Banking menu, click on the Users tile.  

A. Yes. If you have Face ID/Fingerprint enabled on your mobile device, you'll be prompted with setup instructions upon your first login. 

A. If your device is not set up for Face ID/Fingerprint, you will not see an option to set this up within your mobile app. Set up your Face ID/Fingerprint on the device and you'll be prompted with setup instructions upon your first login. 

A. All of your account balances and account history will transfer over securely. Once you log in, you'll immediately notice an enhanced and streamlined look to your account listing. Click on your account to view your transaction history. 

A. Yes, you will be automatically prompted to change your password upon your first login, and to make things easier for you, you can re-enter the same password you have been using, as long as it meets our password requirements. Going forward, you can update your username and password by navigating to Settings. 

A. Up to 18 months of transactions and check images will be available. 

A. Yes, this service is available on the new system. Contact your banker for options. 

A. Yes, you will need to go to Business Banking > Reports and you will have the option of creating custom reports. 

A. Yes, you will need to go to Business Banking > Reports and you will have the option of creating a daily reconciliation report. You will still have access to 18 months of daily activity reports. 

A. Yes, in order for sub-users to view any reports that have been created, they must have been given permission to view reports. 

A. No. You will need to re-establish your Account Alerts and your Debit Card Alerts. Please take note of your preferences in preparation. You will now have more Alert delivery options available to help you stay up to date with your accounts and prevent fraud. 

A. Yes. Go to Settings and then Alert Settings. Select the account and then turn on the Alert you wish to set up, choose your delivery method (email, voice, text message, mobile push notifications or secure message) for each Alert.  

A. You can edit your alerts delivery method by accessing Alerts from the Settings menu, and clicking on the alert you wish to edit. You can update your delivery method to Email, Voice, Text Message, Push Notifications and/or Secure Message.

A. Yes. To receive text alerts, you must first enable your phone number. Go to the Settings menu> Contact Settings. Within the phone number section, there is an edit pencil next to each number where you will be able to request a temporary code. Once that code is confirmed, you will be able to select text as a delivery method when setting up your alerts. 

A. You'll immediately see the card appear as locked. Locking your card will prevent new transactions, while still allowing recurring transactions, pre-authorized payments and refunds to post to your account. 

A. You'll immediately see the card appear as unlocked. You may start using your card again.

A. The card will still show up in the mobile wallet, but transactions will be declined. 

A. Yes and should you need to make any edits or deletions to your Transfers, simply go to Services > Online Activity > Recurring Transactions. 

A. No. Your previous transfer history will not be available. However, you will be able to search your Account Transaction history for Transfers previously performed going back 18 months. 

A. To place a check order, go to Services > Check Reorder. 

A. Click on the account, then click on the Transaction to view the image. 

A. Yes. Your current Biller, payment history, scheduled and recurring payments will carry over. 

A. No. Person to Person transfers are not an available feature for business accounts. Please contact us for similar solutions designed specifically for businesses. 

A. Yes. 

A. The same as you have available today.  

A: Yes. Both options will still be available. Click on your account, then the Export icon above the Transaction list to download your transactions. You will need to reconnect your Quicken/QuickBooks services in the new system. See the next question for details.

A:  Yes, Quicken/QuickBooks by Intuit will need to re-establish their link to our updated system, so you will need to reconnect these services after conversion.

More detailed instructions are on how to reconnect these services are available at the links below:

• QuickBooks Online Conversion Instructions

• QuickBooks Desktop Conversion

• Quicken Conversion Instructions

• Mint Conversion Information

Note: If you are a business client who uses these services and you are scheduled to get your digital banking upgrade during the second wave (October 3), contact your banker so we can move you to the first wave (September 19). This will ensure your accounts get reconnected as quickly as possible.