As part of this upgrade, you may notice a different account view. Features like personal and business account access and combined views are available, but they are set up separately by design to enhance security and align with industry best practices.
Below is a quick guide to help you access your accounts and customize your experience.
Account Viewing Setup
Your personal and business accounts are initially set up to be viewed separately to better protect your information. The good news: everything is now housed within a single platform … no more managing multiple apps.
Accessing Your Personal Accounts
If you’re currently only seeing your business accounts, you can access your personal accounts by enrolling through the personal banking view:
- Select “Sign Up” for personal banking
- Choose “Register to my individual account”
- Enter your Social Security Number, account number, and date of birth
- Follow the verification prompts
Once completed, you’ll be able to view your personal accounts.
Additional Viewing Options (Available Upon Request)
Switch Between Profiles with “Quick Toggle”
Once you have set up both your personal and business profiles, you can request to enable the “Quick Toggle” feature. This feature allows you to have a single login and toggle between the two views.
If you are interested in enabling Quick Toggle, please complete this form.