Digital Banking Resource Center for Your Business
New digital banking experience coming July 21
Important update: To prepare for the transition, Business Digital banking access will be view-only July 16–20.
New Digital banking experience for your business
KEY BENEFITS
Custom user permissions
Advanced reporting tools
View external accounts
Check Fraud protection
Business Insights
New and improved digital banking for your business coming July 21
We’re excited to introduce a range of new tools and features as part of our new and improved digital banking experience launching July 21, designed specifically to enhance how you manage your business finances.
These are powerful tools that were not previously available — giving you greater control, deeper insights, and improved efficiency in your day-to-day operations.
Your next steps to get ready
Preparing now can help make your business’s upgrade to the new digital banking experience go smoothly. Understanding what will change and what you’ll need to do to prepare will help ensure a seamless transition. For example:
- Alerts and notifications won’t convert to the new platform, you’ll want to document your current alerts and notifications
- Admins will need to reassign all user roles and limits since the user management capabilities are expanding
New digital banking benefits for our business members
We’re enhancing our business digital banking experience to give you greater control, stronger security, and smarter insights — all designed to support how you manage your finances. With new tools, improved functionality, and a more streamlined experience, you’ll be able to operate more efficiently, stay informed, and focus on growing your business with confidence.
Account Access & Controls
Role-Based Access Management
Grant employees secure, customized access based on their role. Assign permissions for viewing balances, initiating transactions, or approving payments — giving you flexibility to delegate while maintaining full control.
Advanced Activity Reporting
Generate detailed, exportable reports on ACH activity, account transactions, and user actions. Gain full visibility into who did what and when, simplifying audits, reconciliation, and financial tracking.
Insights & Financial Visibility
Business Insights & Analytics
Access powerful tools through the Business Health dashboard to analyze cash flow, track income and expenses, and benchmark performance. Receive personalized insights to help identify growth opportunities and improve financial decision-making.
External Account Linking
Bring your full financial picture together by linking accounts from other institutions. View balances and manage cash flow across all accounts in one place.
Security & Fraud Protection
Positive Pay Protection
Reduce fraud risk by matching checks presented for payment against your issued check list — an optional add-on service available to business members that provides an enhanced layer of protection to help quickly detect and prevent unauthorized transactions.
Payments & Moving Money
Custom Account Grouping
Organize accounts — such as external checking and credit cards — into customized views for easier monitoring and financial management.
Update your contact info
If your contact information has changed (email or address), please reach out to us so we can get that updated. We want to ensure you receive all future communications about this upgrade, and this helps ensure a smooth log in process.
Share any feedback
We value your input! If you have any feedback you’d like to share with our member experience team, please let us know by using the form below.
Frequently Asked Questions (FAQs)
More questions will be added as launch approaches.
We want to provide a more modern, flexible, and user-friendly digital banking experience that better meets members’ needs today and into the future. Your feedback helped shape this upgrade. We’ve been listening to our members — what they like and don’t like about our current system — and we’ve chosen a new and improved platform designed with you at the center.
The transition to our new digital banking solution includes the integration of industry leading security features and greatly improved system uptime. The new platform allows for regular security and system upgrades and maintenance without requiring downtime, so members continue to enjoy uninterrupted access even when we’re making improvements.
The upgrade is planned for July 21. Exact dates will be posted here as soon as they’re finalized.
For many members, you’ll be able to use your current username(s) at first login, making it feel relatively seamless! For joint owners, who will now have their own digital banking profile, they’ll just complete a couple of quick steps to get logged in and ready to roll! We’ll share simple login instructions as we get closer to launch.
Yes. A redesigned mobile app will be part of the new and better experience! We’ll share quick and easy instructions for logging into the redesigned app as the launch gets closer. We know you’ll enjoy having a much more powerful digital banking experience, right at your fingertips.
Yes. Your account information and statements will remain available. We’ll provide more details about what you can expect during the transition.
Most scheduled items will transfer automatically to the new platform, but closer to launch we’ll provide a clear list of what will move over and what may need your attention.
Yes! Business members will log into an entirely new and improved digital experience as well, with enhanced features and tools (many of which are noted above). We’ll share more details specific to business members as we get closer to launch.
For most members, no significant action is needed before launch. We’ll be reaching out to a small percentage of our members to ask them to respond with their specific account ownership preferences in the weeks ahead. This will help provide additional benefits to them as they log into the new system.
We’ll update this resource center regularly and share information through email, online banking, our mobile app, and branch communications — so stay tuned!
