Skip Navigation Download Acrobat Reader 5.0 or higher to view PDF files.

Upgrade FAQs

If you don't see your question listed or need to discuss anything further, please contact us at 800-603-9342.


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.
Yes.  Your username and password will stay the same.
Click on your name in the bottom left corner of the screen and select Sign out.
Open the main menu on the left side of the screen. Click on your name at the bottom and select Sign out.

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 codes again while using this browser” 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.
Biometrics will not work for your initial log in to the mobile app. Please be sure you know your username and password prior to conversion so you can log in. Once you successfully log in, you can turn on biometric access again.

























To support the security measures we put in place to keep your data safe, we require the use of a modern browser. As new browser versions are released, older versions are no longer supported.

We recommend downloading the current version of Google Chrome, Microsoft Edge, Firefox, or Safari (note however that Safari is not available for Windows access).

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

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.

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.
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.
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. 
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 and select Documents to get started.

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.

To access Business Bill Pay, log in using a desktop computer or a browser on your mobile device. Business Bill Pay is not available through the mobile app.

The Transactions Card cannot be added to the Dashboard if you have 20 or more accounts visible in Online Banking. This is due to the amount of time it takes to load the transactions from our system.
Swipe right to see additional accounts if do you not automatically see them upon login. If that doesn’t work, please refresh the page or log out and log back in. If you do not still see your accounts listed on the dashboard, please call us at 800-603-9342.
Click on the Documents card from the main dashboard. If you have not previously enrolled for electronic statements, you will be prompted enroll. 

Transfers completed after 8:00 p.m. Mountain Time may be processed the next business day. Some transfers can exceed the displayed amount available. Ineligible transfers will error after you click Submit.

If you have a secondary account for the purpose of covering insufficient balances (such as a line of credit or sweep), transfers will be processed based on the total aggregate balance.




















To support the security measures we put in place to keep your data safe, we require use of more current mobile operating systems. As new operating system versions are released, older versions are no longer supported.

As of January 2024, the mobile banking app supports iPhone and iPad devices running iOS version 16 or newer, and Android phones and tablets with version 8.0 or newer. Devices must have access to the internet.

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.
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.
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.
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. 

No. You will continue to be able to make mobile check deposits through the mobile app.

You can click on Deposit Checks in the mobile app to enroll. Once approved, this feature will be available to you.

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.

To access Business Bill Pay, log in using a desktop computer or a browser on your mobile device. Business Bill Pay is not available through the mobile app.

Transfers completed after 8:00 p.m. Mountain Time may be processed the next business day. Some transfers can exceed the displayed amount available. Ineligible transfers will error after you click Submit.

If you have a secondary account for the purpose of covering insufficient balances (such as a line of credit or sweep), transfers will be processed based on the total aggregate balance.