Alerts
Q: Will my alerts transfer to the new system?
A: No, you will need to re-enroll in the new system.
A: No, you will need to re-enroll in the new system.
Q: What type of alerts are available in the new digital banking system?
A: TexasBank customers can enroll in account alerts like high or low balance, credit or debit transactions. TexasBank customers will also receive alerts for login from a new device, email address, mobile phone, password or username changed.
A: TexasBank customers can enroll in account alerts like high or low balance, credit or debit transactions. TexasBank customers will also receive alerts for login from a new device, email address, mobile phone, password or username changed.
Q: Will alerts be sent in the late evening or early morning?
A: During the quiet hours between 11:00 pm and 7:30 am CT, in-app and push notifications will not be sent, while email and SMS alerts will be sent as normal.
A: During the quiet hours between 11:00 pm and 7:30 am CT, in-app and push notifications will not be sent, while email and SMS alerts will be sent as normal.
Bill Pay
Q: Will my Bill Pay information change?
A: No. Your bill pay information (your payees and account information) will transfer. Starting April 22nd, you can login to the new system to access your bill pay.
A: No. Your bill pay information (your payees and account information) will transfer. Starting April 22nd, you can login to the new system to access your bill pay.
Q: Will all my payees and payment information transfer from my bill pay?
A: Yes. All payees and payment information will transfer to the new system. We encourage you to review your bill payment information once you login to the new system.
A: Yes. All payees and payment information will transfer to the new system. We encourage you to review your bill payment information once you login to the new system.
Desktop (Online Banking)
NEW 4/25/2024
Q: When will I have access to the new digital banking system?
A: The new system will be available on Monday morning, April 22nd. An email will be sent to existing digital banking users when the system is ready.
Q: All the money in my checking account was transferred over to my savings account. How did this happen?
A: A 'sweep' or transfer was incorrectly performed during the system upgrade that caused this to happen on various accounts. We are aware of the issue and are working to fix it. Please make the necessary changes if desired.
Q: Will you move the funds back where they were before?
A: No. You will need to transfer the funds back to the account you need them to be in.
Q: The money was moved from my account and a bill came through, I was charged an overdraft fee. Will you reimburse me?
A: Yes! If any fees were accrued as a result of the 'sweep', we will reimburse those after they have been processed and verified. Please contact us at communications@texasbank.com if this happened to you.
Q: When will I have access to the new digital banking system?
A: The new system will be available on Monday morning, April 22nd. An email will be sent to existing digital banking users when the system is ready.
Q: How will I login to the new online banking (desktop)?
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Learn how to login for the first time by watching the video.
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Learn how to login for the first time by watching the video.
Q: Can I change my online banking dashboard?
A: Yes. You can change your dashboard easily and also determine what features are available. To learn more you can watch the Dashboard video.
A: Yes. You can change your dashboard easily and also determine what features are available. To learn more you can watch the Dashboard video.
Q: How will I login to the new online banking (desktop) for the first time?
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Learn how to login for the first time by watching the video.
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Learn how to login for the first time by watching the video.
Q: I tried to sign in with my mobile app and I am getting an error.
A: To login for the first time, you must uninstall the old TexasBank Mobile app and install the new TexasBank app. The new app will be available Monday, April 22nd. For more troubleshooting, watch the Account Recovery video.
A: To login for the first time, you must uninstall the old TexasBank Mobile app and install the new TexasBank app. The new app will be available Monday, April 22nd. For more troubleshooting, watch the Account Recovery video.
Q: Will I be able to view my account history in the new digital banking?
A: Yes. You will see 13 months of transaction history on your checking and savings accounts. Loan history will also be available.
A: Yes. You will see 13 months of transaction history on your checking and savings accounts. Loan history will also be available.
First Time Login
Q: How will I login to the new online banking (desktop) for the first time?
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Click here for a video on this topic.
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Click here for a video on this topic.
Q: I tried to sign in with my mobile app and I am getting an error.
A: To login for the first time, you must uninstall the old TexasBank Mobile app and install the new TexasBank app. The new app will be available Monday, April 22nd.
A: To login for the first time, you must uninstall the old TexasBank Mobile app and install the new TexasBank app. The new app will be available Monday, April 22nd.
Q: What do I need to do before for the upgrade?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. However, Intuit has provided instructions on each product including QuickBooks Desktop, QuickBooks Online, Quicken Desktop, and Mint.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. However, Intuit has provided instructions on each product including QuickBooks Desktop, QuickBooks Online, Quicken Desktop, and Mint.
Q: In the instructions, it describes a first action date and a second action date. What are those dates for the TexasBank upgrade?
A: The first action date is Thursday, April 18th before 4:00 pm CT. The second action date is Monday, April 22nd.
A: The first action date is Thursday, April 18th before 4:00 pm CT. The second action date is Monday, April 22nd.
Q: I use QuickBooks Desktop. What do I need to do to convert?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the QuickBooks Desktop conversion.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the QuickBooks Desktop conversion.
Q: I use QuickBooks Online. What do I need to do to convert?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the QuickBooks Online conversion.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the QuickBooks Online conversion.
Q: I use Quicken Desktop. What do I need to do to convert?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the Quicken Desktop conversion.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit has provided instructions for the Quicken Desktop conversion.
Q: Will Intuit aggregation services be interrupted?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit indicated that Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QBO file during this time.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit indicated that Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QBO file during this time.
Q: What services may not work?
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit indicated that the following services may not work: Quicken Win/Mac Express Web Connect, QuickBooks Online Express Web Connect, and Mint.
A: TexasBank does not have any insight or control over the Intuit products or know what product a user has. Intuit indicated that the following services may not work: Quicken Win/Mac Express Web Connect, QuickBooks Online Express Web Connect, and Mint.
Mobile App/Mobile Banking
Q: Will mobile banking change?
A: Yes. You will need to uninstall the old mobile app. Then, install the new app. The new TexasBank Mobile App has a circle logo instead of square.
A: Yes. You will need to uninstall the old mobile app. Then, install the new app. The new TexasBank Mobile App has a circle logo instead of square.
Q: Will I need to download a new mobile app?
A: Yes. On Monday, April 22nd, you can download the new mobile app and login to the new system.
A: Yes. On Monday, April 22nd, you can download the new mobile app and login to the new system.
Q: How do I download the newest version of the mobile app?
A: Before you download the new version of the mobile app, please uninstall the old TexasBank app. Starting Monday morning, April 22nd, you can download the newest version of the mobile app by searching for TexasBank Mobile App and looking for the circle TexasBank logo in Google Play or the Apple App Store.
A: Before you download the new version of the mobile app, please uninstall the old TexasBank app. Starting Monday morning, April 22nd, you can download the newest version of the mobile app by searching for TexasBank Mobile App and looking for the circle TexasBank logo in Google Play or the Apple App Store.
Q: Can I download the new app prior to Monday, April 22?
A: No. For a seamless experience, we encourage you to wait for the new app on Monday morning, April 22nd. An email will be sent to all customers when TexasBank has verified that digital banking, including the new mobile app, is available. We will be relying on Google and Apple for their release of the new app.
A: No. For a seamless experience, we encourage you to wait for the new app on Monday morning, April 22nd. An email will be sent to all customers when TexasBank has verified that digital banking, including the new mobile app, is available. We will be relying on Google and Apple for their release of the new app.
Q: When will the new app be in the Apple App and Google Play store?
A: It will be on the morning of Monday, April 22nd. We will be relying on Google and Apple for their release of the new app.
Q: Why don't I see the TexasBank Mobile App when I search "TexasBank" in the App store?
A: It will be on the morning of Monday, April 22nd. We will be relying on Google and Apple for their release of the new app.
Q: Why don't I see the TexasBank Mobile App when I search "TexasBank" in the App store?
A: The new TexasBank Mobile App may be further down in your search results, because it is a brand new app. Please ensure the app you download is called TexasBank Mobile App.
Q: Does the digital banking app that I'm looking for have the word "Mortgage" on it?
A: No. The app that has the word "Mortgage" on it is a separate app for TexasBank Mortgage applications only.
Mobile Deposit
Q: Will the new system have mobile deposit?
A: Yes. User must download the new TexasBank Mobile App to use TexasBank Mobile Deposit.
A: Yes. User must download the new TexasBank Mobile App to use TexasBank Mobile Deposit.
Q: Can I deposit multiple checks using mobile deposit?
A: Yes. The system will allow you to deposit multiple checks per session.
A: Yes. The system will allow you to deposit multiple checks per session.
MoneyManager Personal Management Tool
Q: Will my MoneyManager Personal Management information transfer to the new system?
A: No. Prior to Thursday, April 17, customers who use the MoneyManager Personal Management tool need to take screenshots and note their goals and linked accounts for this service. Once a customer logs in to the new system, click on Insights for the new personal financial management tool.
A: No. Prior to Thursday, April 17, customers who use the MoneyManager Personal Management tool need to take screenshots and note their goals and linked accounts for this service. Once a customer logs in to the new system, click on Insights for the new personal financial management tool.
Q: How can I find the new personal financial management tool?
A: The name of the new tool is Insights. It can be located at the top left hand corner of the dashboard but can be moved based on user preferance.
A: The name of the new tool is Insights. It can be located at the top left hand corner of the dashboard but can be moved based on user preferance.
P2P Services
Q: Is there P2P Services in the new system?
A: Yes. Customers will need to re-enter their contacts once they are logged into the new system.
A: Yes. Customers will need to re-enter their contacts once they are logged into the new system.
Statement/eStatement
Q: Will all my statements be available on April 22nd?
A: No, there will be a delay as to when the new system will upload historical statements and notices.
A: No, there will be a delay as to when the new system will upload historical statements and notices.
Q: If I enrolled in eStatements in the old system for my checking and savings account, do I need to enroll in the new system?
A: No. You will be enrolled automatically. However, it may take up to a few days to see your eStatement.
A: No. You will be enrolled automatically. However, it may take up to a few days to see your eStatement.
Q: If I enrolled in eStatements in the old Pay My Mortgage system for my mortgage account, do I need to enroll in the new system?
A: Yes. You will need to enroll in the new system.
A: Yes. You will need to enroll in the new system.
Q: Will I receive an email notification when my statement is ready?
A: Yes. An email notification is sent to you anytime a new document is added to online banking for you.
A: Yes. An email notification is sent to you anytime a new document is added to online banking for you.
Q: What if I forgot to download or print my old statements?
A: We can definitely help you and get them for you. You can call us at 888.401.2599 or email support@texasbank.com. If you are wanting it for your records and don't have a deadline, we encourage you to wait a few days after April 22 launch until the longer than normal wait times are over. Thank you for your patience.
Q: What if I forget to download or print my 2023 tax forms?
A: We can definitely help you. You can call us at 888.401.2599 or email support@texasbank.com. If you are wanting it for your records and don't have a deadline, we encourage you to wait a few days after April 22 launch until the longer than normal wait times are over. Thank you for your patience.