Digital Banking

Need answers? We're here to help!

Please click on the item below to view the answers to some of the frequently asked questions about banking with us. If we have not mentioned your question below, feel free to contact us online or give us a call and we will be happy to assist you!

• What is the new digital banking?

  • Our new digital banking platform is the most convenient way to manage your money. No matter what device you use, you’ll experience a smooth, personalized banking experience. Enjoy complete control over your account from your smartphone, tablet, or computer on your time.

• How do I use the new digital banking platform?

  • If you’ve used online or mobile banking before – great! You’ll use your existing credentials to log in. If you’re new to digital banking and are a current customer, you can quickly and easily enroll yourself online (or contact us and we’re happy to assist or enroll you!).

• What is the login process?
  • Online banking: to access your deposit accounts or loans online, visit our website and click on “Account Login.” If you previously had the site bookmarked, please update to the new website URL.
  • Login using your existing login and existing password to log into the new platform. Please note if you had your password saved (or a biometric login enabled, such as FaceID) it will need to be set up on the new device.
  • After successful login you’ll be prompted to enroll in two-factor authentication.

  • Mobile banking: Open the current mobile app where you’ll be prompted to download our new app OR visit the app store from your mobile device and search for our new mobile app.

• How do I use 2FA (two-factor authentication)?

  • At the initial login you will be required to secure your account with two-factor authentication in addition to confirming your phone number and email address. If you are logging in from a mobile device you will also be asked to choose a 4-digit passcode.

    There are three options for 2FA:

    Voice or Text Messages: verification codes are sent to your phone; message and data rates may apply; we strongly recommend using a mobile number to receive your security code via text although there is an option to have a landline number called with the security code

    Authy: verification codes are sent to your mobile device via the Authy app

    FIDO Security Key: use your security key to sign in securely anytime you sign in from a new computer or device
• How secure is the new digital banking?

  • The new digital banking platform exceeds industry standards and recommendations for online security. Additional protection levels include the two-factor authentication, encryption, and complex password requirements.

• What will I see in digital banking?
  • • View balances
    • Manage transactions
    • Transfer funds
    • Pay bills
    • View statements
    • Set up SMS or email alerts
    • Deposit checks
• What happened to my text message alerts?

  • Current SMS alerts will not carry over to the new digital banking platform. Alerts (SMS/text, email, and/or in-platform) will need to be recreated in the new digital banking platform.

• How do I set up text message alerts?

  • To set up new alerts for your account activity, select the account from the Dashboard then select Alert Preferences. From here you can set-up balance alerts and account transaction alerts to be notified by text, email, and/or at login.

• Do I have to re-enroll in mobile deposit?

  • No, you should not have to re-enroll accounts into mobile deposit, your existing accounts should appear.

• How do I enroll additional accounts in mobile deposit?

  • Go to Deposit Checks from the left menu. Select Accounts (under the “deposit a check” button) and select + Enroll another account. Select all the accounts you would like to enroll then select Enroll.

• Where are my Bank to Bank Transfers (now called External Transfers)?

  • If you were previously enrolled in B2BX please contact the bank to request external transfers be repopulated. Once enabled, information on the legacy system will populate in the new platform.r

• What about my third-party connections?

  • Certain third-party connections (such as Quicken, QuickBooks, and Plaid) utilizing will need to be reconnected.

    • Direct Connect (for Quicken / QuickBooks) should not be impacted and will not need to be set up again.
    • Web Connect exports (for Quicken / QuickBooks) will be available at initial login.
    • Express Web Connections will need to be re-established and will be available no later than the end of October.
• How is Bill Pay impacted?

  • All payees, scheduled payments, and history will transfer to the new platform.

• How do I change/stop a scheduled or recurring bill payment?

  • To make a change or delete a scheduled payment, go to Bill Pay from the left menu. The scheduled payment should be towards the top of the History list and designated as “Recurring” or “Scheduled.” Select the scheduled payment, select Edit, make the change to the payment or select the trashcan icon to delete the payment, click Save.

• How do I set up recurring transfers for my internal bank accounts?
  • 1. From the dashboard, click on the account you would like to transfer from and select the Transfer option. Select “More Options” to specify the Frequency and Date then select Save.
    2. From the middle section of the dashboard, click Transfer. Enter transfer data and select “More Options” to specify the Frequency and Date then select Save.
• Does my transaction history show?

  • Yes, it may take a few moments to load, but at first login you should see 90 days of transaction history.

• Where can I find eStatements?
  • 1. Select an account from the Dashboard and select Documents. Once it loads, use the down arrow to select the account to view the statement.
    2. From the dashboard, view the icons listed horizontally below the accounts and select Documents.
• Where are the debit card controls?

  • The ability to turn your debit card off / on will be made available at a later time. We recommend enabling balance and transaction alerts in addition to reviewing your account statement each month to ensure fraudulent activity is not occurring.

• How do I change my username and/or password?

  • To change your username, click on your name on the left menu, select settings, and security. You may manage your username, password, devices, and two-factor authentication from this important menu.

• How do I hide an account?

  • You can hide an account by going to the account from the Dashboard > Settings> slide the button from green to white under Display Options. Note: if you hide an account then it will not appear in the list to transfer to or from. If you would like to transfer to or from the hidden account you will need to unhide it.

• How do I rename my account(s)?

  • To rename your account, choose the account from the Dashboard, select Settings, select Rename on the top right side. Enter your preferred name and then select Save.

• How do I change the order of my accounts on the dashboard?

  • To change the order of your accounts on the dashboard, select … in the top right corner. Select Organize account, move the accounts up or down to your desired order, and select Done.

• How do I know which version of the app I am using?

  • To view the app version go to Settings > Version Info > App Version. You can compare the app version to the version available in your phone’s app store to determine if you are using the current version.