Digital Banking An updated Online and Mobile Banking experience is coming soon.
Your convenience. Your Cadence.
Seamless digital banking is a must in today’s world—and that’s why we’re excited to share that we’re improving our Online and Mobile Banking. In coming weeks, you will notice enhancements in both channels and can download the newest version of the Mobile iOS or Android App to enjoy these benefits.
New Features in Online & Mobile Banking
- Reorder and Hide Accounts - Option to reorder or hide accounts in the account view list
- Bill Pay Widget - New Bill Pay widget on the account overview page for easy access and payment reminders
- View Account and Routing Numbers - Ability to view full account and routing numbers
- Enhanced Transaction Details - Enhanced transaction level detail with easier sorting
- Mobile Deposit History - View mobile deposit history in Online Banking
- Updated Financial Management Tools - New “My Finances” financial management tool available across Online and Mobile Banking
- Reorder Checks - Ability to reorder checks via Mobile Banking
Action Needed Prior to March 23, 2024
QuickBooks/Quicken Users:
QuickBooks and Quicken Online users may experience temporary syncing delays and be unable to access transaction data during the first few days of logging into the new experience. In the event you need immediate access to your data, you can download your transaction data as a temporary solution, by selecting Quicken/QuickBooks Download from the Accounts dropdown menu. For more details, choose from the various versions of these guides below.
- QuickBooks Online Conversion Instructions
- QuickBooks for Windows - Direct Connect
- QuickBooks for Mac - DC to DC
- QuickBooks for Mac - Web Connect
- Quicken for Windows - Direct Connect
- Quicken for Windows - Web Connect
- Quicken for Mac - Direct Connect
- Quicken for Mac - Web Connect
Spending Tool Users:
A new financial management tool called My Finances will replace the Spending tool currently available in Online Banking. Existing goals, budgets and any custom categories you created in the Spending tool will not be automatically converted to My Finances; however, you can export or print your budgets by selecting the Spending dropdown menu > Budgets > Print|Export. After the update, you’ll be able to re-enter your information in My Finances. At first log in to My Finances, you will need to validate your Online Banking credentials to securely connect your accounts.