Frequently Asked Questions
You can download your transactions from the Account Activity screen. Click the Export Icon () and select your download options. You can download in CSV, OFX, QBO, or BAI2 formats.
Yes. Go to Business Tools > Business Reports and you have the option to create custom reports.
Yes. Go to Business Tools > Business Reports and you will have the option of creating a daily reconciliation report. You will still have access to 18 months of daily activity reports.
Yes. In order for sub-users to view any reports that have been created, they must have been given permission to view Account Reports.
Your browser must support minimum requirements:
128-bit encryption is supported
Cookies are supported
In order to provide a better and more secure digital banking experience, the following browsers are supported:
Desktop: The two most recent versions Microsoft Edge, Mozilla Firefox, Google Chrome or Safari.
Mobile: Digital banking is designed to work with touch-based operating systems commonly found on tablet devices. The following tablet-based operating systems are supported: The two most recent versions of Chrome for Android and Safari for iOS.
Apple Pay is a trademark of Apple Inc., registered in the U.S. and other countries. Samsung Pay is a registered trademark of Samsung Electronics Co., Ltd. Google Pay is a trademark of Google LLC.