Business Advantage Upgrade FAQs
Get answers to common questions about transitioning to Business Advantage.
Do administrators need to take action?
Yes. Primary administrators will need to log in after the transition, review users, and assign permissions.
Primary Administrators
Primary administrators will play an important role in completing the initial setup for their business.
After your transition, primary administrators should:
- Log in and complete first-time setup
- Review user access and permissions
- Assign business permissions to users as needed
- Remove any users who should no longer have access
Secondary Administrators
Secondary administrators will be converted to users in the new system. Primary administrators will be able to update their permissions after logging in.
What is Zelle® for Business?
Business Advantage includes Zelle® for Business, allowing you to send and receive payments quickly with businesses or consumers enrolled with Zelle®.
When will my business move to Business Advantage?
Your business will transition to Business Advantage on the date included in the email you received. If you need help locating this information, please contact your Affinity Business Banker or schedule a Business Services appointment.
Who should I contact if I have questions?
If you have questions during the transition, please contact your Affinity Business Banker or schedule a Business Services appointment.
Will Bill Pay information transfer?
No. Bill Pay payees and payment history will not transfer. Payees will need to be added again after your business transitions.
Will I still have access to the current system?
Yes. The current business online banking system will remain accessible through early June so you can retrieve reports or historical information if needed.
Will mobile or desktop deposits change?
No. Mobile and desktop check deposits should work the same as they do today.
Will my login information change?
You will log in using your existing User ID and password. During your first login, you’ll be prompted to update your password and accept the updated terms and conditions. You will continue to use your existing User ID going forward.
Will my security token still work?
No. Security tokens will change, and instructions will be provided.
Will my wire and ACH templates transfer?
Yes. Existing wire templates, ACH templates, and up to one year of transaction history will convert to the new system.
Will recurring transfers move to Business Advantage?
No. Recurring or scheduled transfers must be set up again once your business moves to Business Advantage.