Upgrade FAQ

Yes. Your username and password will stay the same. 

For security reasons, the “forgot password” function will not work for your initial log on to the new system. If you have forgotten your username and/or password, please contact us to have it reset.

We recommend downloading the current version of Google Chrome, Microsoft Edge, Firefox, or Safari*.

Microsoft Internet Explorer is not a supported browser; some features/functionality may not work as expected.

To download the latest browsers, click the links below:
Google Chrome:  https://www.google.com/chrome
Firefox:  https://www.firefox.com
Microsoft Edge:  https://www.microsoft.com/en-us/edge

*Safari is not available for Windows access. To find out more information, visit: https://support.apple.com/en-us/HT204416

Swipe right to see additional accounts if you do not automatically see them upon login.  If that doesn’t work, please refresh the page or log out and log back in. If you still do not see your accounts listed on the dashboard, please call us.

Yes, we'll bring over the transactions you see in your current banking experience.  We’re also expanding how much history you can access; each day we’ll add to your transaction history until you have 18 months of transactions available.

You will need to log in at least once every 90 days to keep your transaction history current.

No.  Your electronic statement preferences are carried over, so there’s no need to enroll again. If you'd like to sign up for eStatements, click into any account in the new mobile and online banking and select get started.

Yes. Please take a screen shot of valuable alerts so you can replicate them on the new system.  

NOTE: If you're a business using Treasury and Cash Management services, your business alerts will remain in place.

Two-Factor Authentication (2FA) is a security feature that helps safeguard your account information by providing two distinct forms of identification. To implement 2FA, you will need to enroll a phone number (mobile or landline) or an authentication app of your choice. Once this information is entered, you’ll choose one of the three options displayed to receive a one-time verification code. 

If you are logging in from a secure computer, you have the option to select “Don’t ask for code again on this computer” after entering the verification code. This keeps you from having to enter a verification code during each login, as long as your computer allows for it. This option should never be selected on a shared or public computer.

Our new system provides the option for individualized balance and transaction alert capabilities for each of your accounts.  To set up new alerts, first click or tap an account on the Dashboard, and then select Alert preferences. Your existing MyCardRules settings won’t automatically convert to the new system. 

Yes. All scheduled payments will be processed as normal.  Existing payees, future-dated payments and recurring payments will convert to the new system automatically.

Yes.  All scheduled and recurring transfers between your accounts with us will continue.  You can now manage recurring transfers directly from the mobile app by selecting ‘More options’ from the transfer screen.

Click on your name in the bottom left corner of the screen and select Sign out.

Business Bill Pay is part of our Treasury and Cash Management services. Click on the Cash Management tab in the left menu and use the Bill Pay tab. You'll process bill payments the same way you're used to once you're in Cash Management.