How do I add or remove accounts from online banking?

All new accounts will automatically be added to your existing online banking within one business day of being opened, and closed accounts won’t be visible in online banking. (Online statements will be available for two years following the account closing date.)

You can also hide an account without removing it, if needed. To hide an open account in online banking, navigate to the “Tools” menu, then select “Settings” and “Account.” Choose the pencil icon to edit account details, then uncheck the box to hide the account and hit “Save.” Simply recheck the box to see the account again in the future.

Related Questions

We take the protection of your personal information very seriously. To protect your online security, we strongly encourage users NOT to share online banking profiles or login credentials. A joint-account owner can call and discuss the account, but any maintenance for online banking can’t be done by someone other than the online banking owner.

If you would like your spouse to have access to online banking for a joint account, you’ll need to register separately for online banking accounts. Please contact us with any questions or if you need further assistance!

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.

It’s easy! Simply navigate to the “Tools” tab and select “Settings.” From there, choose the “Accounts” header and then “Reorder Accounts.” All available accounts (including those that have been added for internal transfers) will show. Once you’ve finished reordering your accounts, hit “Save Order.”

We’ve made it easy! Simply navigate to “Accounts” on the main menu, then select the download arrow under the search bar. Easily download for Quicken® (.qfx), QuickBooks® (.qbo), Open Financial Exchange (.ofx) and Microsoft Excel documents.

We’ve made it super easy! Simply follow the step-by-step registration process, and your online banking account will be set up immediately upon verification of the information provided. Please contact us if you have questions with your registration.

Businesses can follow the same registration process right after their account is opened. You'll be able to access your account information, but you'll need to contact a treasury management consultant or visit one of our locations in order to gain access to additional features.

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