Steps to Prepare
For New Business Digital Banking
Your new, modern Business Digital Banking Experience launches on July 21. Time to see what’s changing and how to get ready!
A faster, more intuitive way to manage your accounts — all in one place
What you can expect
One login for all your accounts
New business insights and analysis
Intuitive, mobile-friendly experience
Enhanced security and personalization
Seamless transition for most settings
There are exciting benefits of the new Business Digital Banking Experience, but what can you do to prepare?
First, take a look at what’s changing — these are the features you may need to update in the new experience. Then you’ll be able to create your own personal pre-launch checklist to get prepared for the change on July 21st.
What's changing and what will stay the same
What's changing
- First login (verification required + password reset)
- Person-centric view (personal login shows business + personal accounts)
- Expanded user management (admins must reassign all roles and limits)
- Statement access (admins control and must regrant to users)
- Scheduled payments and transfers (reconnect accounts)
- Alerts & notifications (recreate your preferences)
- QuickBooks/Quicken connections (re-establish sync)
- Android app (you will need to re-download our new app)
What will stay the same
- Username (remains unchanged for primary account owner)
- Account access (all business accounts available after login)
- Core features (transfers, bill pay, account management remain)
- Internal transfers (scheduled transfers carry over)
- Bill pay (existing payees and scheduled payments remain)
- Digital access (online and mobile banking continues)
- Support team (continued help from Business Services)
- Apple/iOS app (same app will be updated)
A closer look at what's changing
When you log in for the first time as your business
Your first log in will look a little different. Here’s what you need to know:
- Business administrators will log in using their existing credentials, and for added security, you’ll be asked to complete a quick verification process and reset your password (your username can stay the same).
- Once logged in under your business member credentials, you’ll have full access to all your business accounts.
- You’ll also enjoy our full suite of business digital banking tools, including managing sub users, initiating transfers, Remote Deposit Capture, and more. Plus, you’ll enjoy additional features for business members!
When you log in using your personal membership
Our new platform is person-centric, which means if you have a personal account at the credit union and log in with those credentials, you’ll be able to see both your personal and business accounts.
With your personal membership view, you can complete the following:
- View business account balances
- Transfer funds to/from business accounts
- Perform basic business account activity
To access the full business features and administrative tools, you’ll need to log in using your business membership credentials. This setup provides flexibility — allowing you to quickly view accounts in one place while still having access to the full set of tools needed to manage your business.
Business administrators will have expanded user management controls and will be asked to review and reestablish all sub user permissions and limits after logging into the new platform. This will include:
- Confirming which users should have access
- Assigning appropriate roles and permissions
- Setting transaction limits based on responsibilities
Because additional permission options will be available, it’s critical to complete this as soon as possible after your first log in to ensure proper access and security for your team.
Statement access will initially be limited to business administrators. Administrators will need to review and assign statement access permissions to any additional users, such as sub‑users.
What’s carrying over
Good news: Most of your scheduled payment and transfer settings will convert to the new system, so you can keep most everything running without interruption.
- Internal transfers: These are any scheduled online transfers you have either between your OSCU accounts or to other OSCU members.
- Bill Pay: These are the scheduled online payments to companies set up within our current digital banking bill pay system.
What you’ll need to reconnect
- External transfers: Any scheduled or one-time transfers to an external account setup in digital banking will need to be re-established (note: this is outside the bill pay system).
- eBills: Certain companies (like utilities or subscription services) can send your bill directly into digital banking, so you can see the amount due and pay it in one place. These can be easily set up again once you’re in the new platform. We’ll share simple instructions for how to do this before our July 21 launch.
All account alerts and notifications won’t carry over to the new platform, so you’ll need to set them up again after logging in. We’ll share simple instructions for how to do this before launch.
Steps to prepare
To make the transition easier, we recommend saving the following information ahead of time:
- The types of alerts you use (travel notices, fraud alerts, transaction thresholds, balance notifications, etc.)
- How you receive them (text, email, push notification, etc.)
- Any dollar thresholds or custom settings you’ve set up
Having a quick reference will make it easy to set them back up the way you like after you log in — so you can stay informed and in control without missing a beat.
If you use QuickBooks, Quicken, or other Intuit tools, your connection will need to be re-established in the new platform.
Steps to prepare
Before launch, take a moment to make sure you can access your Intuit account and note any settings you use — like linked accounts or syncing preferences. Having this information ready will make it easier to reconnect and get everything back up and running quickly once you log in.
On or after July 21, we’re making it easy to access the new and improved mobile app.
- For Apple users who have their apps set to update automatically, they won’t need to do a thing! Otherwise, you’ll tap to update the app manually and instantly
- For Android users, you’ll just need to visit your preferred app store and download our new app in seconds
Quick steps to prepare
1. Confirm user contact info & their access levels
Make sure your business admin and all sub‑users have the correct email, phone number, and address.
Write down who needs access, their roles/permissions, and any transaction limits. You’ll re‑set these after launch.
2. Save Intuit account & syncing preferences
If you use QuickBooks, Quicken, or other Intuit tools, your connection will need to be re-established in the new platform.
Before launch, take a moment to make sure you can access your Intuit account and note any settings you use — like linked accounts or syncing preferences. Having this information ready will make it easier to reconnect and get everything back up and running quickly once you log in.
3. Save key payment & transfer details
For the payments and transfers you may need to set up again, we recommend creating a record of the following:
- Payees and typical payment amounts
- Payment dates and frequency
- Screenshots of scheduled transfers or bill pay
Collecting these details for yourself now will make it quick and easy to get rolling again in the new platform.
4. Save alerts & notification details
Account alerts and notifications — including card, transaction and travel alerts — won’t carry over to the new platform, so you’ll need to set them up again after logging in. We’ll share simple instructions for how to do this before launch.
To make the transition easier, we recommend saving the following information ahead of time:
- The types of alerts you use (travel notices, fraud alerts, transaction thresholds, balance notifications, etc.)
- How you receive them (text, email, push notification, etc.)
- Any dollar thresholds or custom settings you’ve set up
Having a quick reference will make it easy to set them back up the way you like after you log in — so you can stay informed and in control without missing a beat.
New Business Digital Banking Experience
Have you heard about the benefits of our new Business Digital Banking Experience? Visit our Business Digital Banking Resource Center to take a look at the exiting changes coming this summer.
