Relationship Manager

Give access to those who need it!

Relationship Manager is a powerful tool that allows you to give full-time or part-time access to your spouse, child, parent, accountant... you name it!

Relationship Manager Benefits:

  • Secure
  • Available 24/7/365
  • Unlimited users
  • Customize settings for...
    • Accounts
    • History
    • Check Images
    • Card Management
    • Statements
    • Check Deposit
    • Transfers
    • P2P Payments
    • Bill Pay
    • Alerts
  • Customize settings by user
  • Enable or disable users instantly

Setup Relationship Manager:

  1. Login to Online Banking (Mobile Banking has limited functionality)
  2. Navigate to Relationship Manager on the left-hand side
  3. Click Create Your Family
  4. Towards the top-right, click the Add button
  5. Complete the fields with your user's information; you will need to create a Username and a temporary Password for your user
  6. Set the appropriate permissions by dragging the options into the Visible Features column
  7. Click Save
  8. Tell your new user their Username and temporary Password--they will be required to select a new password upon login

Manage Relationships:

Once you've setup your users, you can instantly enable or disable their access--permanently or temporarily!

  • In ONLINE Banking, navigate to Relationship Manager
    • Click on the user you wish to enable/disable
    • In the top-right, click Lock/Unlock User
  • In MOBILE Banking, navigate to Relationship Manager
    • Next to the appropriate user, click the Lock/Unlock icon