Video Library

Ready to learn about everything you can do in your Commercial Online Banking account? You’ve come to the right place! Check out how to manage and customize your account.

Commercial Banking

Set up your Commercial Online Banking account in just a few minutes.

Logging in for the First Time

Set up your Commercial Online Banking account in just a few minutes. After you log in, you can view transactions, check your balances, set up transfers, and so much more!

After you log in, customize the homepage of your Commercial Online Banking account.

Customizing Your Homepage

After you log in, customize the homepage of your Commercial Online Banking account. With a quick glance, you can view the balance in your accounts and get an idea of how you’re doing with an asset summary.

Check your recent transactions in each of your commercial accounts.

Viewing Specific Account Details

Check your recent transactions in each of your commercial accounts. Within each account, you can see the most recent transactions that have cleared your account and view processed checks. You can even send us secure messages with questions about your account.

You can send us a secure message from within your Commercial Online Banking account.

How to Send a Secure Message

You can send us a secure message from within your Commercial Online Banking account. A secure message allows us to answer specific questions about your account, balances, or recent transactions.

Learn how to set up one-time or recurring transfers between your commercial accounts.

Transferring Money Between Your Commercial Accounts

Learn how to set up one-time or recurring transfers between your commercial accounts. Just log in to your Commercial Online Banking account to get started.

Look up the details of any online transaction that has occurred on your commercial account.

How to View Recent Transactions

Look up the details of any online transaction that has occurred on your commercial account. You can search transactions by type, status, account that the transaction occurred, date range, amount, or by user. Then print the transaction details or export them to an Excel spreadsheet for your records.

Run account reports for your business records.

How to Run an Account Report

Run account reports for your business records. Choose from a variety of reporting options and download or print your report when you’re done. You can also set up reports to automatically run on a schedule.

Keep track of the transactions on your commercial account by setting up account alerts.

How to Set Your Account Alert Preferences

Keep track of the transactions on your commercial account by setting up account alerts. Receive an email, text, or phone notification based on the account settings that you create. You can also decide how you’d like to receive security alerts about account activity.


Treasury Services

You can set user role restrictions to allow an individual to set up, approve, or cancel transactions.

Setting User Roles

You can set user role restrictions to allow an individual to set up, approve, or cancel transactions. You can set additional restrictions by account type, dollar amount, time, or transaction type.

Set up new payment templates to make it easier to send frequent payments.

Creating New Commercial Templates

Set up new payment templates to make it easier to send frequent payments. You can even choose who can have access to these templates. Get started with this short tutorial.

Sending automatic (ACH) electronic payments or payroll payments from your Commercial Online Banking account is simple.

Creating Automatic (ACH) Payments

Sending automatic (ACH) electronic payments or payroll payments from your Commercial Online Banking account is simple. In a few easy steps, you can send a payment or schedule future payments.

Learn how to add a new individual or company to receive or send payments from within your Commercial Online Banking account.

Managing Recipients for Payments

Learn how to add a new individual or company to receive or send payments from within your Commercial Online Banking account. Make sure you have the email address and physical address of the recipient before you get started.

Add, edit, or delete additional users for your Commercial Online Banking account.

Adding and Editing Users

Add, edit, or delete additional users for your Commercial Online Banking account. Don’t forget that you need to assign an individual to a user role before they can log in.