West Bank offices will be closed on Wednesday, January 1 in observance of New Year’s Day.

West Bank offices will be closed on Wednesday, January 1 in observance of New Year’s Day.

West Bank offices will be closed on Wednesday, January 1 in observance of New Year’s Day.

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Online & Mobile Banking Upgrade

Online & Mobile Banking Upgrade

December 5, 2024

The Online & Mobile Banking Upgrade is here!

West Bank’s Personal Online Banking and Mobile Banking platforms have been upgraded to enhance your banking experience.

The new Digital Banking solution offers a powerful suite of digital banking services, featuring improved security measures and a more robust user experience.

Woman Holding Smartphone with West Bank Mobile Banking login screen open.

Benefits of Upgrade

Engagement

The upgrade offers a powerful online banking solution that gives you a single place to manage your money.

Efficiency

The upgrade provides ease of use to manage your personal accounts across multiple digital channels, making it easier to navigate between personal accounts.

Experience

The upgrade provides a unified interface with Online Banking and Mobile Banking, giving you a user-friendly experience across all devices.

Improved Security

Enhancements will be made to West Bank Personal Online Banking and Mobile Banking, including the way you log in. Instead of answering security questions, the upgrade will use your registered phone number to send a one-time passcode via a phone call or SMS text message to verify your account.

 The security questions currently associated with your account are no longer used.

Is your phone number up to date?

If you have recently updated your phone number or received an email from us about a missing phone number on your account, please contact us as soon as possible. If you do not have a phone number linked to your profile, you will not be able to access Online Banking or Mobile Banking. Verification requests sent through the Contact Us email form will receive a call back from West Bank Customer Service.

Phone numbers cannot be updated in Online Banking or Mobile Banking without contacting West Bank.

To add or verify the phone number on your account, please contact your Banker or Call Customer Service at 1-855-464-5407.

What Will Transfer Over?

Most of your account details will be available and ready to use, including:

- Transaction History
- Bill Pay Payee Information
- Scheduled Payments
- Internal Transfers
- eStatement Settings

The following will not transfer over and will need to be set up again in the new system:

- Your Alerts settings. Please make note of your current alerts.
- Any card controls you currently have set up.
- Any biometrics, such as Face ID, or any passwords and usernames saved in a password manager.

Quickbooks® and Quicken® Users

The upgrade of Online & Mobile Banking will require that you make modifications to your Quickbooks® and Quicken® software to ensure your data connectivity transfers smoothly into the new system. If you do not currently use QuickBooks® or Quicken®, you do not have to take action. If you are a user of these products, the following action dates are important to keep in mind, as well as instructions on how to ensure a smooth transition:

Conversion 1st Action Date: December 4, 2024

Please plan to backup your QuickBooks® or Quicken® Data File and Update the Application.

Conversion 2nd Action Date: December 9, 2024

Please plan to deactivate and reactivate the Online Banking connection for accounts connected to West Bank.

IMPORTANT: Express Web Connect will not be available until five business days after the 2nd Action Date. Please utilize another connectivity type if you need transaction updates during this downtime.

For conversion instructions, please see the following documents:

Please note: Intuit aggregation services will be interrupted for up to 5 days post go live. The following services will not work during the interruption:

  • Quicken Windows/Mac Express Web Connect/Quicken Connect
  • QuickBooks Online (QBO) Aggregation
  • Credit Karma

During this service interruption you can download a QFX/QBO file directly from Online Banking.

ONLINE & MOBILE BANKING UPGRADE

FAQ

At West Bank, we pride ourselves on our commitment to quickly respond to the needs of our customers. We strive to stay at the forefront of technology and recognize the need for a more user-friendly, robust, and secure platform.

No, your username and password will remain the same. If you utilize biometrics, such as Face ID, or have your login saved in a password manager, please make sure you remember your username or password before the upgrade.

If you need assistance, please contact Customer Service at 1-855-464-5407.

Phone numbers cannot be updated in Online Banking or Mobile Banking without contacting West Bank. To add or verify the phone number on your account, please contact your Banker or call Customer Service at 1-855-464-5407.

Verification requests sent through the Contact Us form on our website will receive a call back from West Bank Customer Service.

The Online & Mobile Banking upgrade includes new and improved features, including a more unified interface between mobile and desktop, enhanced built-in security to protect you from fraudsters, a simplified Bill Pay experience, and the ability to easily manage your account on-the-go.

Unfortunately with this upgrade, some items will not be transferred over to your account. These will need to be set up by you once the upgrade is complete. This includes:

  • Your account alerts - please make not of any account alerts.
  • Any card controls you have set up via "Cards" within our Mobile Banking app.
  • Your external transfers and history - please print or save a copy of your history for your records. Any internal transfers will be transferred over as is.
  • Any biometrics, such as Face ID.

Your username and password will be the same as it currently is. You will be prompted to select your phone number and choose to receive a one-time passcode to your phone via SMS text message or phone call to verify your identity. Simply enter the code you were given into the box to be logged in to your account.

Please note: If you have the direct Online Banking URL saved to your bookmarks, it will change once the upgrade is complete.

If you go to log in after the upgrade and find that your phone number is outdated or missing, you will not be able to log in until it is corrected.

To update your phone number, please contact your Banker or Customer Service at 1-855-464-5407.

When the upgrade for Mobile Banking is complete, you will be prompted to update the app in the App Store or Google Play. Once the download is complete, you will be able to access the upgraded Mobile Banking app using your existing login credentials.

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Account Login

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