New Business Online Banking FAQs
How will I access the new Business Online Banking platform?
Go to CustomersBank.com, click on the red login button in the upper right corner and then click on the login button next to “Business Banking”. You will be taken to a page with two login options. Please click on the login button within the blue box.
How will I log into the new Business Online Banking platform?
You will use your existing User ID and password to access the new platform and then you will be prompted to change your password. In the new platform, you only need your Login ID (User ID) and a password.
Will my current token work in the new system?
Yes, you will continue to use your existing token to login and for releasing ACH and/or Wire Transfer transactions.
Can I pull a copy of my statement? How far back can I go to retrieve a statement?
Yes, you can retrieve prior year statements from new the platform. You can access the last 24 months.
How do I link my account to QuickBooks?
Instructions will be provided for QuickBooks users for how to link to the new platform.
Is there a Reference Guide?
Yes, you can view the reference guide here.
Will my ACH batch information be carried over to the new platform?
Yes, all ACH batch information created in the old platform prior to 1/15/20 was converted over to the new platform. Any changes made after that date will need to be added to the new platform.
Will my wire transfer templates be carried over to the new platform?
Yes, all wire transfer information created in the old platform prior to 1/15/20 was converted over to the new platform. Any changes made after that date will need to be added to the new platform.
Can I set up alerts?
Yes, the new platform offers more alert options. Please refer to the Reference Guide for step-by-step instructions on how to set up alerts.
Will all of my account information be carried over to the new platform?
Yes, all account information has been loaded to the new platform.
Will all user entitlements be carried over to the new platform?
Yes, all user entitlements have been loaded to the new platform.
Will my favorite reports be carried over to the new platform?
The Reports module has more options than the old platform. You will need to create new favorite/report options in the new platform. Please refer to the Reference Guide for step-by-step instructions.
Will my access to Remote Deposit Capture, Business Bill Pay and Positive Pay change?
Each user with the proper entitlements will simply select the option for Remote Deposit Capture, Business Bill Pay or Positive Pay to access the systems. There are no changes being made to these modules. All of your existing information will remain in place.
Will my closed accounts and information be available on the new platform?
No, closed accounts and closed account information will not be converted to the new platform. Please download account information from the old platform prior to April 30, 2020, or contact your Customers Bank representative for assistance.
Can I use Business Online Banking on my phone or tablet?
Yes, you may download our new mobile app to access Business Online Banking from Google Play (opens in a new window) or the Apple App Store (opens in a new window). Please see the Reference Guide for additional information.
What internet browser(s) will work for Business Online Banking access?
Supported Browsers on Windows and Mac OS X
Any browsers not listed below are considered unsupported.
- Google Chrome (Current and previous two versions) for Windows and Macs
- Mozilla Firefox (Current and previous two versions) for Windows and Macs
- Microsoft Edge (Current version) for Windows
- Safari (Current and previous two versions) for Macs
- Microsoft Windows 10 or Mac OS X 10.10
- Available browser updates applied for improved security that provide antivirus and spyware protection
- An internet connection with a minimum of 1 Mbps download speed.
Mobile Operating System Requirements
Android 5.X and later is supported.
Apple iOS requirements for Q2mobility Apps:
- iOS 13.X supported
- iOS 12.X supported
- iOS 11.X supported
- iOS 10.X limited support
Mobile Connectivity Requirements
- 5G supported
- 4G LTE supported
- Wi-Fi supported