Important Information for Business Online Banking
Know Your Full Username/Password
- Because usernames are masked, some users may not be familiar with their full username.
- At initial login, no fields will be pre-filled, and biometric authentication, such as fingerprint or facial recognition, will not be available.
- All users should be prepared to enter their full, current username.
- If you do not know your full username, contact Customer Care at (855)534-4433.
Digital (App) Token Users
- Download the new digital token app, Symantec VIP Access, as soon as possible.
- Your account officer needs each user’s “Credential ID” found inside the app.
- Continue using DIGIPASS through Oct. 13, after which, you may delete DIGIPASS.
Physical (Hard) Token Users
- You will be contacted by an account officer to coordinate delivery of your physical tokens.
- Continue using current tokens through Oct. 13, after which, you may dispose of your old token.
October 15th Payroll
- Please submit payroll file before 5:00 PM on Friday, Oct. 10th for on time payroll Wed. Oct. 15.
Training Sessions
- Free training sessions with live Q and A are scheduled below. Register now to ensure a smooth transition.
Recurring Transactions
- Recurring transaction templates (ACH, Internal and External Transfers) will not convert and will need to be rescheduled in the new platform.
- For additional convenience, download any transaction files or payee details regularly in use before Oct. 10, as access will be temporarily impacted.
Account Alerts
- Account alerts will not convert and will need to be reactivated in the new platform.
- Make a list of existing account notifications (email/text) to ensure the new platform performs to your current preferences.
Important Dates
Please note the following important dates and deadlines about our New Online and Mobile Banking conversion, coming October 14, 2025.| October 9 |
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| October 10 |
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| October 13 | National and Banking Holiday | |
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| October 14 |
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PERSONAL ONLINE BANKING
Access tools, guides, and support to help you get the most out of your online banking —all in one place.
FREQUENTLY ASKED QUESTIONS
Find answers to common questions about Consumer and Business Online Banking—all in one place.
Business Online Banking
FAQs
General FAQs
For questions, please contact us at (855) 534-4433 between the hours of 8:00am to 5:00pm Monday through Friday.
Log in to Online Banking. Select “Security Preferences” under the “Services” menu. Select “Change Password.” Enter your old password, create a new password, and confirm your new password following the onscreen password criteria.
Yes. To avoid delays in accessing the new system, please update your contact information to ensure the information we have on record is accurate. When we move to the new system, we will send a One-Time Passcode to the phone number and/or email address on our records, and you will not be able to access the system without it.
Yes. Once you have successfully logged into the Online Banking system, you can update your preferred contacts via the “Settings” > “Security Preferences” menu. Under this menu, you can change your login name, password, or set up additional Security Access methods.
Yes. Alerts can be set up. Account, Date, History, Insufficient Funds, and Transaction alerts can be established. Alerts can also be delivered via the system’s secure mailbox, or email, phone, or text. Dual authorization via alerts is also available to ensure transactions receive the proper approvals.
If you or your company are enabled for these services, they will appear in the left-hand navigation pane.
The cut-off time is 6:00 PM CT daily, excluding weekends.
The cut-off time is 4:00 PM CT daily, excluding weekends.
A strong password helps you protect your account. To create a strong password, keep the following guidelines in mind:
- Create unique, original passwords
- Use the longest practical password
- Use a mix of upper and lower case letters
- Include one or more numbers
- Do not use repeating or adjacent characters
- Use at least one of these special characters: `~!@#$%^&()_+={}|[]:”?,./
- Avoid using software or toolbars that store your password
- Change your password regularly
Remember to avoid the following password pitfalls:
- Do not choose passwords or security codes that others can easily guess
- Do not reuse passwords for multiple sites
- Never use your account numbers
- Do not use personal contact information, such as addresses or phone numbers
- Do not use personal information, such as your name, birthday, Social Security Number, passport number, or the names or information for family members or friends
- Do not use sequences of characters such as 1234567 or abcdefg
- Do not rely on look-alike substitutions of numbers or symbols alone. Passwords like P@ssw0rd are easy to guess, but can be effective when you also change the case of the letters, the length of the words, and misspellings, or when you use multiple unrelated words in a phrase
Pre-Conversion FAQs
TRB's new online banking service will be available beginning Tuesday, October 14, 2025 at 8:00 AM CT
Yes. In order to avoid delays in accessing the new system, please update your contact information to ensure the information we have on record is accurate. When we move to the new system, we will send a One-Time Passcode to the phone number and/or email address on our records, and you will not be able to access the system without it.
As we complete the system conversion, you will need to modify your Quicken/QuickBooks settings to ensure the smooth transition of your data.
In preparation for the conversion, we recommend you complete a final download before Friday, October 10, 2025 at 5:00 PM and disconnect your accounts in Quicken/QuickBooks. Quicken/QuickBooks will become available for use again in the weeks following conversion, at which point you may reconnect your applicable accounts to TRB Online Banking
Pending transactions submitted prior to respective cutoff times will be processed; however, please note that transactions not yet processed prior to cutoff times will still be processed, but may be delayed.
We recommend scheduling time-sensitive transactions early. See a full timeline of important dates above.
Recurring transactions will not convert to the new system automatically, payment templates will need to be recreated and transactions rescheduled.
We recommend downloading payment template information and necessary records before the Oct. 10 cutoff time to make template rebuilding more efficient.
Login/New Business User FAQs
A Secure Access Code (SAC) is a unique, single-use 6-digit code which protects against fraud by safeguarding your online transactions and sensitive information. A SAC is another level of authentication in addition to your Login ID and password, providing you stronger online security.
You choose how you want to receive your SAC: by text, email, or phone. We need your current contact information for you to receive your SAC.
No, once you have set up a SAC, you have the option to register your computer or device. Once your computer or device is registered, you will skip the SAC requirement when you log in again from the same device. To register your computer or device, click “Register Device” at login.
Business Online FAQs
If your online banking profile is set up to add users, you will be able to do so. Contact a Treasury Management representative for help with this feature.
If your online banking profile is set up to add users, you will be able to do so. Contact a Treasury Management representative for help with this feature.
You may add as many users as you need to cover all the roles you have assigned to your organization.
Yes. You can set this up yourself or contact a Treasury Management representative for help with this task.
If you or your company are enabled for these services, they will appear in the left-hand navigation pane.
The cut-off time is 5:00 PM CT daily, excluding weekends and federal holidays.
The cut-off time is 3:00 PM CT daily, excluding weekends and federal holidays.
Business Online Banking FAQs
Pre-Conversion FAQs
Your new Business Online Banking service will be available beginning Monday, August 11, 2025 at 7:00 AM CT.
Yes. In order to avoid delays in accessing the new system, please update your contact information to ensure the information we have on record is accurate. When we move to the new system, we will send a One-Time Passcode to the phone number and/or email address on our records, and you will not be able to access the system without it.
As we complete the system conversion, you will need to modify your Quicken/QuickBooks settings to ensure the smooth transition of your data. In preparation for the conversion, we recommend you complete a final download before August 8, 2025 and disconnect your accounts in Quicken/QuickBooks. Quicken/QuickBooks will become available for use again in the weeks following conversion, at which point you may reconnect your applicable accounts to TRB Online Banking
You will receive an invitation to participate in online training sessions to learn more about your new Business Online Banking services. Training sessions will cover basic online functions such as viewing balances, transaction history, performing account transfers, Bill Payment, and more. In-depth training for outgoing Wire Transfer initiation and ACH transaction origination will be offered separately to users of those services.
Login/New Business User FAQs
A Secure Access Code (SAC) is a unique, single-use 6-digit code which protects against fraud by safeguarding your online transactions and sensitive information. A SAC is another level of authentication in addition to your Login ID and password, providing you stronger online security.
You choose how you want to receive your SAC: by text, email, or phone. We need your current contact information for you to receive your SAC.
No, once you have set up a SAC, you have the option to register your computer or device. Once your computer or device is registered, you will skip the SAC requirement when you log in again from the same device. To register your computer or device, click “Register Device” at login.
Business Online FAQs
If your online banking profile is set up to add users, you will be able to do so. Contact a Treasury Management representative for help with this feature.
You may add as many users as you need to cover all the roles you have assigned to your organization.
Yes. You can set this up yourself or contact a Treasury Management representative for help with this task.
Contact Us
Have a question? We can help!
Call us 800-580-6536
or email us tmconversion@trb.bank
Important Fraud Reminder
TRB’s New Online Banking is launching soon. Upgrades like these can attract increased phishing and fraud attempts.
Remember: TRB will never contact you to ask for confidential information, like your Secure Access Code, token passcode, CVV, or PIN.
In digital communications, never click on links provided through text message or email.

