How much history is available for my accounts?

We’ve got you covered! Checking, savings and certificate of deposit (CD) accounts will have 12 months of history, while loan accounts will have 18 months of history.

Related Questions

It’s easy! Simply log in to online banking, choose the respective account and select the “Show More Detail” button to display the account’s information. From there, you’ll find the following information:

  • Account name
  • Nickname
  • Current balance
  • Routing number
  • Account number
  • Date opened
  • Interest rate
  • Year-to-date interest

We make the process easy! Consider a few factors:

  • All new accounts will automatically be enrolled in or added to your existing online banking account within one business day of being opened.
  • Closed accounts will not be visible in online banking. Online statements will be available for two years from the date closed.
  • You can hide an account without removing it, if needed. To hide an open account in online banking, from the “Accounts” menu, select “Hide Accounts.” Uncheck the box next to the account you wish to hide, then click “Save.” Simply recheck the box to see the account again.

It’s easy! Your accounts are listed alphabetically and are separated by category into checking, savings or loans. To change the order, simply change the account nicknames.

To update the account nickname in online banking, select “Account Summary” under “Accounts” in the main navigation. From there, select the account you wish to update. Under “Account Details,” click “Change” next to the account nickname.

To do so in our mobile app, simply tap on the account, then select “Details” and finally “Edit” next to the account nickname.

For Quicken® (.qfx) or QuickBooks™ (QBO): Click ”Download Transactions” from below “Accounts” in the main menu. From there, select the account and the date range for the transactions.

For Excel (.csv): Click on “Account History” from below “Accounts” in the main menu. From there, select the account and number of days to show. Then, to download, click “Spreadsheet” from just above the transactions table.

Great question! The current balance is the amount of money that is actually in your account at any given time. It reflects only transactions that have posted to your account, not authorized transactions that are pending. The available balance is the account balance minus any funds preauthorized or held (such as outstanding debit card transactions or deposited check holds).

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