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(800) 531-7650 Consumer Banking | Mortgage | Private Banking | Wealth Management 35 Financial Centers | Member FDIC Online & Mobile Banking CONVERSION GUIDE

Mobile Banking Online & Mobile Banking - Broadway Bank · resume as normal. Monday, October 7 6 a.m. (CST) thru Friday, October 4 7 p.m. (CST) Online and Mobile Banking Not Accessible

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Page 1: Mobile Banking Online & Mobile Banking - Broadway Bank · resume as normal. Monday, October 7 6 a.m. (CST) thru Friday, October 4 7 p.m. (CST) Online and Mobile Banking Not Accessible

Online & Mobile Banking

(800) 531-7650Consumer Banking | Mortgage | Private Banking | Wealth Management35 Financial Centers | Member FDIC

Online & Mobile Banking

CONVERSION GUIDE

Page 2: Mobile Banking Online & Mobile Banking - Broadway Bank · resume as normal. Monday, October 7 6 a.m. (CST) thru Friday, October 4 7 p.m. (CST) Online and Mobile Banking Not Accessible

What to Expect OCTOBER 4 - OCTOBER 7

CUSTOMER SERVICE CENTER EXTENDED HOURS

We are committed to providing you best-in-class customer experiences. This commitment includes being available when you have questions.

We’ve extended our Customer Service Center hours to better serve you during the upgrade of our Online and Mobile Banking platform. Our representatives will be available to answer your questions:

Oct. 4, 8 a.m. – 10 p.m. Oct. 5, 8 a.m. – Oct. 20: 24/7

(800) 531-7650

What you need to do:PRIOR TO OCTOBER 4• Enable auto-updates on your phone – Ensure your app will automatically update by

enabling this feature on your phone. To check your settings and to enable automatic updates prior to October 7, click here.

• Bill Pay users should review scheduled bill payments – Bill Pay will not be accessible during the conversion; however, pre-scheduled payments will be processed as scheduled.

• Take inventory of external accounts and transfers – These will need to be set-up again.

• Quicken and QuickBooks users should review instructions – Refer to the instructions found here to complete any necessary steps prior to the conversion, including backing up and deactivating your current Quicken ®/QuickBooks ® account.

6 a.m. (CST)

Bill Pay Not Accessible - during this time all access to Bill Pay will be unavailable, however, pre-scheduled Bill Pay transactions will still be processed.

Auto UpdateEnable auto-update for

apps on your phone

7 p.m. (CST)

Online and Mobile BankingNot Accessible - during this time, all Online and Mobile Banking will be unavailable.

Prior to 7 p.m. (CST)

Backup and deactivateQuicken® / QuickBooks®

Outtage October 4 through October 7

Broadway Bank New Onlineand Mobile Banking ExperienceUpdate your Broadway Bank Mobile AppUpdate and Save your newBroadway Bank Online linkBill Pay AvailableReactivate Quicken®/QuickBooks®(except Express Web Connectusers will activate on October 14).

Prior toOctober 4

Oct4

Friday Monday

Oct7

6 a.m. (CST)

Prior to October 4

Friday,October 42 a.m. (CST)

Bill Pay Not Accessible - during this time all access to Bill Pay will be unavailable; however, all pre-scheduled payments will still be processed.

Enable auto-update for apps on your phone

Friday,October 4Prior to 7 p.m. (CST)

Backup and deactivate Quicken® / QuickBooks®

Monday,October 7 6 a.m. (CST)

Broadway Bank New Onlineand Mobile Banking Experience Goes Live.Update your Broadway Bank Mobile App.Bill Pay will be available.Reactivate Quicken®/QuickBooks®.(except Express Web Connectusers will activate on October 14).

All external accounts and transfers will need to be set up again.Internal transfers previously sched-uled on or after October 7 will resume as normal.

Monday,October 76 a.m. (CST)

thruFriday,October 47 p.m. (CST)

Online and Mobile BankingNot Accessible - during this time, all Online and Mobile Banking will be unavailable.

Monday,October 76 a.m. (CST)

thru

Friday, October 5 thru Monday, October 7Internal and external transfers scheduled for Saturday, October 5 and Sunday, October 6 will be canceled and not processed. Internal transfers originally scheduled on Saturday, October 5 and Sunday October 6 will need to be set up on October 7 to be processed. Future internal transfers scheduled on or after Monday, October 7 will resume as normal.All external accounts and transfers will need to be re-set.

*Transfers refers to account-to-account transfers and does not a�ect Bill Pay.

AutoUpdate

Page 3: Mobile Banking Online & Mobile Banking - Broadway Bank · resume as normal. Monday, October 7 6 a.m. (CST) thru Friday, October 4 7 p.m. (CST) Online and Mobile Banking Not Accessible

Online and Mobile Banking Account Information:• For account information, including balance and

recent activity, contact the automated telephone banking system, Telebank by calling (210) 283-6505 or find the nearest Broadway Bank ATM.

• You can also access account information by visiting any Broadway Bank location during business hours.

Temporary Service Interruptions

Helpful TipsBill Pay Tips:• Review your current Bill Pay.• You can pre-schedule payments for bills due

during the conversion time.• Recurring payments will still be processed.

Intuit Quicken and QuickBooks Tips:• Prepare your Quicken/QuickBooks prior to

October 4.• Follow the instructions found here to prepare,

deactivate and reconnect your Quicken/QuickBooks account, based on your user system.

• Reconnect your Quicken/QuickBooks account to Broadway Bank’s new Online and Mobile Banking platform on October 7.

BILL PAY WILL BE UNAVAILABLE OCTOBER 4, 2 A.M – OCTOBER 7, 6 A.M

Access to Bill Pay will be unavailable during this time; however, all pre-scheduled payments will still be processed. Once the new Online and Mobile Banking experience launches on October 7, your Bill Pay system will be available. All pre-scheduled and recurring payments will be processed as scheduled.

ONLINE AND MOBILE BANKING WILL BE UNAVAILABLE

OCTOBER 4, 7 P.M. – OCTOBER 7, 6 A.M.

Access to your Online and Mobile Banking will be unavailable October 4 at 7 p.m. CST through October 7 at 6 a.m. CST. While normal banking operations will not be affected, including pre-scheduled Bill Pay payments, you will not be able to log in to your account Online or through the Mobile Banking app. During this time, we will be transitioning to our new Online and Mobile Banking experience.

INTUIT QUICKEN AND QUICKBOOKS WILL

BE UNAVAILABLE OCTOBER 4 – OCTOBER 7

Access to Quicken and QuickBooks will be unavailable October 4 – 7. Prior to October 4, you must back-up and deactivate your Quicken/QuickBooks account. On October 7, you may reactivate your Quicken/QuickBooks account. For complete instructions, click here.

IMPORTANT INFORMATION AFFECTING TRANSFERS*Internal transfers scheduled for Saturday, October 5 and Sunday, October 6 will be canceled and not processed.

Internal transfers originally scheduled on Saturday, October 5 and Sunday October 6 will need to be set up on October 7 to be processed.

*Transfers refers to account-to-account transfers and does not affect Bill Pay.

Future internal transfers scheduled on or after Monday, October 7 will resume as normal.

All external accounts and transfers will need to be set up again beginning Monday, October 7.

Page 4: Mobile Banking Online & Mobile Banking - Broadway Bank · resume as normal. Monday, October 7 6 a.m. (CST) thru Friday, October 4 7 p.m. (CST) Online and Mobile Banking Not Accessible

After the conversion

• Update your app and link Manually update your Mobile Banking app, if auto-updates is not enabled. Click here for instructions. Update the new Online link and save it to your favorites. Please note that the old link and un-updated app will be non-functional.

• Log in to the new Online and Mobile Banking platform Beginning October 7, 2019, users currently enrolled in Online and Mobile Banking must go through a converted user login process to access the new Online and Mobile Banking platform. The login process can be completed through a browser or through the iPhone® or AndroidTM mobile app.

1. From the login page, enter your existing User ID and password. Click/tap Log In2. Read and accept the Online and Mobile Banking Agreement.3. Enter your existing User ID and click/tap Submit.4. Choose to receive a confirmation code via text message or phone call by selecting your phone number on

the corresponding dropdown. Click/tap Send me a text message or Call my phone (Standard text and data rates may apply). If a current phone number is not on file, please contact the Customer Service Center at (800) 531-7650.

5. Enter the code received via text or phone call and click/tap Submit.6. Create your new password and click/tap Set Password. The password must be between 8 – 64 characters

and include all of the following: an uppercase letter, a lowercase letter, a number and a special character.7. Read the New Security Features and click/tap Continue.8. Select your security questions and enter your secret answers. Click/tap Continue.9. Review your questions and answers. Click/tap Submit.10. Mobile app users will be prompted to read and accept the Mobile Check Deposit Service Agreement.

• Set up accounts and transfers

• All external accounts and transfers will need to be set up again; however, you will have an additional option to quickly set up accounts.

• All internal transfers scheduled for October 5 and 6 will need to be set up again. Internal transfers previously scheduled on or after October 7 will resume as normal.

• Reactivate Quicken and QuickBooks Quicken and QuickBooks users will need to reactivate their accounts. Detailed instructions can be found here.

• Set up real-time alerts Debit/ATM card alerts can be set up within the app. Transaction alerts will not convert; however, they will be available in the future.

• Get familiar Explore the new look and all the new features of the new Online and Mobile Banking platform.

Intuit®, Quicken® and QuickBooks® are trademarks and service marks of

Intuit, Inc., registered in the United State and other countries. iPhone® is a

registered trademark of Apple Inc. Android® are trademarks of Google LLC