FIRST TIME LOGIN

Effective at 8 AM on Monday, April 3, 2023

1. Key your USERNAME

USERNAME

Each individual, including themselves, that a business owner has allowed access to see information on their business account (i.e. Accountants, Bookkeepers, Employees) has their own, unique USERNAME.

USERNAME(s) will stay the same unless the USERNAME contains invalid special characters. All current USERNAME(s) will be checked for invalid special characters in the USERNAME.  If there are invalid special characters, these will be removed and the USERNAME will “squish” together.  For example: If my old Access ID was JohnDoe#256, the "#" is an invalid special character so it will be deleted and my new USERNAME is now JohnDoe256.

You may use the following Valid Special Characters + _ % @ ! $ * ~

USERNAME(s) are not case sensitive. You may use upper or lower case letters.

2. KEY YOUR PASSWORD

For your initial log in to a business account, your password will be the last 4 digits of BUSINESS TAX ID NUMBER (TIN). In other words, the last 4 digits of the social security number or the Tax ID Number (TIN) of the person/business whose name is listed first on your bank statement.  

If the numbers that you enter do not match our information, you will only have 3 attempts to enter the correct information. For your safety, the account access will be locked after three unsuccessful attempts in keying your password.

3. CLICK

If the information that you have keyed in matches the information that is on our systems, you will be given access to a screen to create a new password. This will be your password going forward.  Once the Access ID and the last 4 digits of the TIN of the business is entered, each individual user will be given access to a screen to create their own unique new password. This will be their password going forward.  Please do not share passwords. 

4. CHANGE YOUR PASSWORD

After a new password is established, customers will be required to set up two factor authentication (2FA).  We recommend setting up an easily accessible mobile device (like a cell phone) that can be accessed easily as your 2FA device.   Setting up 2FA will provide additional security to your banking information.

If your account is locked, please contact Customer Service at 256-437-2176 or your local branch to be unlocked.

ATTENTION QUICKBOOKS AND QUICKEN CUSTOMERS

Our financial institution is migrating to a new online and mobile banking system on Monday, April 3rd, 2023, and this upgrade will require that you make changes to your QuickBooks or Quicken software. Please take action to ensure a smooth transition.

Conversion instructions are available.

The conversion instructions reference two Action Dates.

1st Action Date: Friday, March 31st, 2023
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.

2nd Action Date: Monday, April 3rd, 2023
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Intuit aggregation services may be interrupted for up to 3-5 business days. 

Users are encouraged to download a QBO file during this outage.

The following services may not work during the outage:

• Quicken Win/Mac Express Web Connect
• QuickBooks Online Express Web Connect

Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

If you have any questions, please contact us at 800-344-2951.