Business Digital Banking Next Steps



Congrats, you're enrolled! Here's what to do next:

Once enrollment is complete, use this checklist to finish setting up your Business Digital Banking profile:

  • Review your transfers
  • Set up new transfers, if needed
  • Cancel duplicate transfers in prior Digital Banking
  • Review Bill Pay payees and scheduled payments
  • Set up additional users and permissions
  • Reconnect QuickBooks, if applicable

Mobile Banking 📱

You will not need to download a new mobile app. You’ll continue using the same Financial Plus mobile banking app.

After enrollment:

  • Log in to your new Business profile
  • Use Switch Profile to move between your personal and business accounts.

Accounts, History + eStatements 📊

Your account information will remain available after the transition:

  • Account Numbers: Your account numbers will remain the same
  • Account History: Your existing account history will remain available
  • eStatements: Your statements and statement history will continue to be accessible

Bill Pay

You can continue to access the prior Digital Banking site with your previous login credentials during the transition. Bill Pay will only be available through your new Business Digital Banking profile.

Your Bill Pay information will automatically transfer, including:

  • Existing payees
  • Payment history
  • Scheduled payments, which will continue without interruption

Transfers ⇄

  • Create any needed transfers within your new Business Digital Banking
  • Cancel duplicate transfers that remain in your prior digital banking profile

The following will not be available through your new Business Digital Banking login:

  • External transfers between your accounts at other financial institutions
  • Transfers to other Financial Plus members through digital banking or the mobile app

User Administration

Business Digital Banking allows you to add multiple users and control what each user can access.

  • Set up additional users
  • Assign appropriate permissions and role-based controls
  • Review account access

QuickBooks Integration 🔄

If you use QuickBooks Web Connect, complete the following:

  • Disconnect your current financial institution connection
  • Reconnect using the new Business Digital Banking connection
  • Verify that your transaction history transferred correctly

Manual Downloads

If you manually download transactions or statements, no changes are expected. You can continue downloading them as you do today.    

Need assistance? We're here to help.

If you have questions regarding the Business Digital Banking upgrade:

  FAQs