Congressional Bank

Business Online Banking Upgrade

Upgrade Weekend: Friday, August 9, 2019, starting at 6:00 pm ET – Monday, August 12, 2019, 8:30 am ET. Online Banking systems will be unavailable during conversion weekend.  There will also be actions to take prior to the upgrade. We apologize for any inconvenience that may cause and hope this advance notice is helpful.

Please note both our Online Business Banking customers and Cash Management customers (formerly from American Bank) will log in to ONE new system through Business eBanking. Some pre-conversion instructions may be different for Cash Management.

Please note only Companies and Company Administrators will be converted to the new system. Existing system users will not be automatically converted. Company Administrators will be responsible for re-establishing users and their system permissions during the Preview Period.

For Cash Management (formerly American Bank) –
Look for Instructions in the blue boxes.

System Upgrade Information:

Monday, July 29 – Thursday, August 8, 2019, a Preview & User Set-Up period of our new and improved Business eBanking Solution will be available for customers. The Business eBanking Preview & User Set-Up Period is the time prior to the live conversion date where Company Administrators have the ability to access the system and familiarize themselves with the navigation and system features, set up personal settings, test login credentials, set up user(s) and create entitlements, and verify ACH and Wires templates. Instructions will be available soon.

Applies to Current Online Banking & Cash Management Customers:

Your User ID will be the same minus any special characters (example Steve#123 would be Steve123).

As of 6:00pm ET on Friday, August 9, 2019 until 8:30am ET on Monday, August 12, 2019, Online Business Banking & Cash Management will be unavailable while we update to the new system.

NOTE: During that time, all previously scheduled or recurring transfers and payments will process as usual and without interruption.

After the upgrade is complete on August 12, 2019, you can log in to Business eBanking.

The Login Process Starting August 12, 2019, 8:30am ET:

1. Visit https://congressionalbank.ebanking-services.com or sign in on our homepage from the login.
2. Click “Login” under business.
3. Enter the new Business eBanking company ID provided to you prior to the conversion.
4. Use the same User ID (minus special characters; example Steve#123 would be Steve123).
5. For your starter password use “Beb1” + the first 4 characters of your current User ID (Example: If your user ID is: “John555” your temporary password will be: Beb1JOHN). You will be prompted to change your password at first login.
6. The new system will require an extra layer of authentication upon your first login to the new online banking system. This authentication will occur in the form of an automated phone call or text message with a security code. Please contact us at 240-380-1235 to ensure we have a direct or mobile phone number on file that is associated with your account.
7. Read and accept the disclosure.
8. Review/edit your email address.

After you have logged into the new system on August 12, 2019:

  • Set up other users and their access and permissions (if not completed during the preview period).
  • Re-establish scheduled and recurring transfers.
  • Re-establish scheduled and recurring ACH and Wire transactions.
  • Re-enroll in eStatements.

Current Cash Management Customers:

All of the login steps above apply. Company IDs will not be converted. New Company IDs will be sent prior to conversion. The new system will not require a Company Password.

Current Online Banking Customers:

Existing tokens will convert to the new system.

Current Cash Management Customers:

Existing tokens will not convert to the new system. Customers will be issued new “soft” security tokens prior to Monday, July 29, 2019 to replace their existing current physical hard tokens. Detailed instructions will be provided as well as details on when token authentication will be required. Customers may request physical hard tokens instead of “soft” tokens. A fee may apply.

The RSA SecurID Software Token app is available to company users for download in the Apple App Store and Google Play Store. Once downloaded, the RSA SecurID Software Token app requires activation by company users.

Mobile Device Requirements:

The RSA SecurID Software Token app is supported on the following mobile platforms (operating systems):

  • iOS (Apple) version 4.1 and newer
  • Android OS version 2.2 and newer

An internet connection is required to download the RSA SecurID Software Token app and a camera is required for the activation process. Once downloaded, ensure that the app is enabled to access the camera under the Settings options for your device.

Applies to Current Online Banking & Cash Management Customers:

  • 90 days of Account History will be available after Monday, August 12, 2019. It is still recommended that you print out your account history prior to August 12, 2019.
  • CD and Loan Reporting will not appear in the new system until Tuesday, August 13, 2019.

Applies to Current Online Banking & Cash Management Customers:

  • Scheduled and Recurring Internal Transfers – If you currently have recurring internal online transfers set up, they will not be automatically converted. We recommend you print out account transfer information prior to Friday, August 9, 2019.
  • Pending Transfers scheduled prior to August 9, 2019 will be processed on that date.
  • Any scheduled/recurring transfers after August 9, 2019 will need to be re-established in the new system on Monday, August 12, 2019.

Applies to Current Online Banking & Cash Management Customers:

  • Your Online Banking list of Bill Pay payees and eBills will automatically convert to the new system.
  • Bill Pay history will automatically convert to the new system.
  • Your scheduled online bill payments will convert automatically and will pay as planned including over conversion weekend.

Please note that Bill Pay access will not be available during the transition weekend, evening of August 9 – 11, 2019.

A Helpful Hint: Print the screen of payees and scheduled payments to verify once the new system is available on August 12, 2019.

Applies to Current Online Banking & Cash Management Customers:

If you currently have access to eStatements, you will need to re-enroll on or after Monday, August 12, 2019 by clicking on the View eStatements link under the Report tab. A new browser tab will open and the authorization information is displayed. If you click the Accept button, your eStatement history will be available. However, as a precaution, we suggest downloading eStatements prior to Friday, August 9, 2019.

Current Online Banking Customers:

You will still have access to Commercial Capture Xpress (CCX) and Flatbed Xpress Deposit (FXD) using your existing scanner through your current online banking system up until the conversion weekend of Friday, August 9 – Monday, August 12, 2019, when this service will not be available. Starting on August 12, 2019, users will log in to Business eBanking and go to the Account Services Tab and click Remote Deposit Capture to make deposits.

Current Cash Management Customers:

  • Starting on August 12, 2019, the scanning system will be accessed within the new Business eBanking system under the Account Services Tab and then click Remote Deposit Capture. Existing check scanners will work within the new system, however the software is changing. You will be notified of instructions for uninstalling old scanner software and installing the new scanner software prior to conversion.

Applies to Current Online Banking & Cash Management Customers:

  • Pending scheduled ACH and Wire transactions scheduled through Friday, August 9, 2019 will be processed on that date.
  • ACH and Wire transactions scheduled to occur after August 9, 2019 on the old system will NOT be processed on the new eBanking system.
  • We recommend you print out ACH/Wire transfer information prior to August 9, 2019.
  • Scheduled and Recurring ACH and Wire transactions on the old system will need to be re-established in the new eBanking system on or after Monday, August 12, 2019.
  • Business eBanking ACH cutoff time is 7:30pm ET and Business eBanking Wire cutoff time is 5:30pm ET.

Applies to Current Online Banking & Cash Management Customers:

  • Outstanding issues files will be converted to Business eBanking over conversion weekend.
  • Cutoff time for reviewing and decisioning exceptions will be 11:00am ET.
  • Bank’s default value for check positive pay exceptions is Pay All. This setting can be changed at the customer’s request.
  • New Positive Pay services will be available such as Payee Positive Pay, ACH Positive Pay, and Reverse Positive Pay. Fees may apply. Service Agreements are required. Contact your account officer or customer service for more information.

Applies to Current Online Banking & Cash Management Customers:

  • Account alerts will not automatically convert and will need to be re-established on or after Monday, August 12, 2019. Many new alerts will be available and alerts can be set up for email or SMS Text Message. Standard messaging rates apply.

Applies to Current Online Banking & Cash Management Customers:

Account nicknames will not automatically convert and will need to be re-established on or after Monday, August 12, 2019.

A Helpful Hint: Print the screen of thier accounts showing thier nicknames prior to August 9,2019

Applies to Current Online Banking & Cash Management Customers:

A helpful feature in Business eBanking will be the hyperlink How Do I… that can be found in the lower left corner of each page. It will walk through the transaction you are trying to complete.

Please check back for more information on Reporting soon.

Applies to Current Online Banking & Cash Management Customers:

Beginning Monday, August 12, 2019 mobile banking will be available to Business eBanking users. Check back soon for more details.

Please check back for Quicken and QuickBooks instructions coming soon.

Questions?
Call 240-380-1235 M-F 8:30am ET to 5:00pm ET