We are delighted to inform you that we are upgrading our online banking platform very soon. This upgrade will bring numerous benefits to enhance your banking experience. Below are some frequently asked questions to help you understand what this upgrade entails and how it will benefit you.
Why are we making this upgrade?
- Enhanced Functionality: Enjoy new and improved tools for managing your accounts.
- Improved Usability: Enjoy a more intuitive interface designed to make your online banking experience smoother and more enjoyable.
- Advanced Security: Benefit from robust security measures to protect your personal and financial information.
While your banking experience should be intuitive and easier than ever to use, here are some frequently asked questions you might want the answers to:
1. To block or unblock your card, go to the ‘Cards’ section in the left menu upon login
2. You’ll reach the cards overview page where you can see a list of all the cards you possess and the associated accounts they belong to (you may use the filters available to look for a specific card)
3. Once you’ve identified the card you were looking for, click on the ‘Status’ toggle button on the bottom left of the card tile
4. A ‘Block/Unblock Cards’ panel will appear to confirm your decision to block your card
5. Click “Block Card” to proceed in blocking your card
6. After the process updates, you should notice the ‘Status’ changed to “Inactive”
7. To Unblock, please perform the same steps listed above, but ensure the action is for “UnBlock”
1. To set a Travel notice, go to the ‘Cards’ section from the left menu (desktop) or use the ‘Navigate to’ search bar on the top of the screen
2. You will be taken to the Cards overview page, where you will find the option under Related links on the right side
3. You will be taken to the Travel notice page
4. Enter one or more travel destinations by clicking on “+ Add location”
5. Enter the start date and end date of your notice period in their respective fields
6. Now, select the cards that you would like to set a travel notice for
7. The travel notices will appear in the “Travel itineraries” tab
Yes, you will need to update to the newest version in order to continue accessing online banking through the app. Once update is complete, you will need to re-enter your login credentials.
1. To obtain a check copy, find the specific transaction in your account history
2. Click on the orange arrow on the left-hand side of the dollar amount of the transaction in question
3. Click on the blue font or ‘Check #,’ ‘Amount,’ or ‘Reference #’
4. In the Check Image window, select “Print” in the upper left-hand corner of the window
5. Select your printer and complete any other relevant options
6. Click “Print”
1. To view your check deposit history, use the ‘Navigate to’ search bar on the top of the screen and enter ‘Transaction Search’
2. You will be taken to the Transaction Search page. Here, you can enter check details and click ‘Additional Search Options’ and chose ‘Check’ for the category
3. You can also enter Account, Amount or dates to search for specific transactions
4. Upon account selection, the check deposit history for that account, if any, will be displayed right there
1. To activate a new card, click on the ‘Cards’ option in the left menu upon login
2. You will be taken to the cards overview page, where you’ll find the option under Related links on the right side of the screen
3. You will be taken to a new page to Activate your new card
4. Enter in the desired card’s sixteen-digit number and click ‘Activate’
5. Your card will be activated shortly
1. To stop check payments, click on the ‘More’ option in the left menu upon login
2. On the “More options” page, you’ll find the “Stop Payment” option
3. On the stop check payments page, select the relevant account number
4. Next, select the number of checks you’d like to stop payment for. For a single check, enter the appropriate check number, amount, and an optional note. For a series of checks, enter the check number of the first and last checks of the series
5. Click to accept the terms and conditions and hit Stop payments
6. Your request will be placed
1. To view stop check payment history, click on the ‘Accounts’ option in the left menu. You’ll be taken to the Accounts Overview page
2. On the right hand side menu, find the “Search for a Transaction” field
3. Type “Stop” in the Search for a Transaction field and hit Enter
4. You’ll be taken to the Transaction Search page with your search results
1. Sign in to your mobile app and click on ‘Payments’ on the bottom menu
2. Select ‘Pay Bills’ then click on ‘Proceed’
Please contact the Service Center at (415)775-5377 directly to request your replacement
1. Ensure that the destination account is correct in both the initial mobile deposit screen as well as the submission screen
2. Ensure that both the front and back images of the check fit in the camera parameters
3. Ensure that the check is signed by the Payer and by yourself, the depositor
4. Ensure that your account number is written on the back of the check