For Zip ? (Change)
Business Online Banking FAQ
Business Online Banking is a fully integrated server-based desktop program providing real-time online access to account information through the Internet. Detailed information is available on all transactions, including current day, on a real-time basis.
Q How do I add an authorized user or a new account to my current Business Online Banking setup?
A To add or remove user or accounts, please send us a secure message from within Business Online Banking (navigate to “Messages > Secure Messages > Send New Message) If your company has an online administrator, please route your request to them per your company policy.
Q Can I share my login credentials?
A No. The User ID & Password are for individual use only and must not be shared.
Q How often do I have to change my password and what are the password requirements for Business Online Banking?
A If you utilize Treasury Management services (ACH/Wire/Positive Pay/Information Reporting), you will be required to change your password every 90 days for security purposes.
Q What Internet browsers are supported?
A Our website is only compatible with certain browsers and browser settings. If you are not using a browser that we support, some parts of the website will not work properly. Please click on the link below to view supported browsers and recommended settings.
Q How frequently is my Business Online Banking information updated?
A Transactions are displayed within Business Online Banking in real-time, which means that most transactions are reflected immediately on your account. Teller, ATM, and Debit Card point-of-sale transactions are visible on your account as soon as they are received by the bank.
Q I've forgotten my password (or I've been locked out of the system). What do I do?
A Click on the ‘Forgot Password’ button on our login page to have your password reset. If you are locked out, you will need to call Treasury Management at 866-534-2341 between 8-5 ET (Monday-Friday) or the Contact Center at 888-584-3644 during the business hours of 7:30 – 8 ET (Monday-Friday), 9-5 ET (Saturday) and Noon-4 ET (Sunday).
Q I am unable to print my Online Statements. What should I do?
A Confirm you are using a supported browser and have a PDF reader installed. If you are using a supported browser and have a PDF reader and your Online Statements still will not open, this could be due to specific requirements on browser settings. Please feel free to call Treasury Management at 866-534-2341 or 502-588-8374 during business hours so we can assist you.
Q What is the difference between Collected, Current & Available balance?
A The Collected balance is your ending balance as of the previous business day. The Current balance is the amount available for cash withdrawal, and the Available balance is the ‘real-time’ balance reflecting all memo posted items.
Q Can I export my account activity into Quicken or QuickBooks?
AYes. You can export your account activity from the account details/history section of Business Online Banking into your accounting software if you are using a supported browser and your software is less than five years old. For detailed instructions on how to export your account activity, please call Treasury Management at 866-534-2341 or email us at firstname.lastname@example.org, and we will send you the instructions.
Q If I make a transfer on my Business Online Banking, is it in real-time?
A Transfers made after 8:00 PM ET may not be applied to your account until the next business day.
Q Can I place a stop payment on my Business Online Banking?
A Yes. You can place a Stop Payment by navigating to Services > Stop Payments. Select desired account, enter check information and click send request. Stop payments are in real-time and may incur a fee (please refer to your account rules for additional information).
Q Can I set up a balance alert on my Business Online Banking?
A Yes, you can set up a number of different alerts (Account, History, Online Transaction and Security) by navigating to Settings > Alerts from within Business Online Banking.*
Q What do I need to do if I want Bill Pay access?
A A signed Business Bill Pay Application is required to grant Bill Pay access.* Click here to access the application.
Please keep Authorized Users, user e-mail addresses and phone numbers up to date. It is the signer’s responsibility to notify the Bank of any changes to Authorized Users for Business Online Banking. Each user needs their own login credentials; user IDs and passwords are not to be shared.
* Message and data rates may apply from your wireless carrier.