NEW DIGITAL BUSINESS BANKING EXPERIENCE FAQS

We have launched a modern, high-performance interface specifically for our business members. It replaces the older, blog-style layout with a streamlined, luxurious design that prioritizes speed, security, and professional “at-a-glance” management.

The UAS (Unified Account Summary) is a new “Read-Only” shortcut that provides a high-level view of every account and share you manage in one single pane, allowing for instant liquidity checks without deep navigation.

Located directly on your home page, these four high-visibility buttons provide one-tap access to your most-used business tools: ACH/Wire Payments, Bill Pay, Manage Users, and Account-to-Account Transfers.

If you have permissions to approve payments, templates, or users, the approvals feature provides a quick and effortless way to complete this important task. It has been updated with a fresh look and feel that allows users to view all items pending approval or filter based on item type (Payments, Templates, Users). Each item contains additional details accessed through the ‘View Details’ button.

Yes. A new “Profile Linking” feature allows you to link your business banking profile with your retail banking profile. Once linked, you can toggle between your personal and professional finances seamlessly without needing to log out and log back in.

When you click into a specific account tile, you will see up to six specialized Action Buttons tailored to that account. These allow you to instantly view eStatements, dispute transactions, or place stop payments without leaving the page and more.

Click “Customize Home Screen” in the top-right corner to reorder your widgets or update your preferred welcome name. You can also hide or show specific account tiles to keep your most relevant data at the top.

Your credentials remain the same. While the look of the login and Multi-Factor Authentication (MFA) screens is now cleaner and more modern, the secure process of receiving your challenge code via text, call, or email is unchanged.

You can use Secure Chat or Send a Secure Email directly from within the platform for support with your experience. Our dedicated business support team is also available at (702) 733-8820 during standard business hours.

Tip: For the best experience, make sure your app is up to date through the App Store or Google Play Store.