Business Online Banking and Mobile Banking App

Business clients can manage their account using our an advanced version of our Online Banking platform and Mobile Banking App.

Online Banking for Business key features include:

  • Initiate and approve ACH files and Wire transfers.
  • View account balances, search transactions and set up activity alerts.
  • Remote Deposit Capture (RDC)
  • Provide and manage access for additional approved users
  • Bill Pay (Online Banking only, not available from the Mobile App)
  • Transfer money between your Pacific Crest accounts (external transfers are not available)
  • Mobile Deposit – Deposit checks with a photo and a click.
  • Picture Pay – Point, click, and pay a bill.
  • Online Statements

Activate Business Online Banking

To manage your account online, you must first be enrolled in online banking to access our Business platform. Please call Client Services at (800) 335-4126 for the information you’ll need to activate your account.

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Initial Business Online Banking Login

Business accounts will be verified by your “Company ID,” which is a new and unique number that is required for accessing your accounts in the Business Online Banking system and Mobile Banking App. You will also need a temporary secure password.  To obtain your Company ID and password, contact Pacific Crest Savings Bank client services by phone at (800) 335-4126, Monday through Friday; 8:30 a.m. – 4:30 p.m.

We recommend storing your Company ID in a secure place. Our portal offers the ability to “save” your credentials on the login screen for future use.

From a web browser, click on the blue “Business Banking Login” button at the top of the page and follow these steps:

  • Log in with your Company ID – as provided to you by Pacific Crest.
  • Current username and the temporary password provided to you by Pacific Crest.
  • Agree to Terms and Conditions
  • Create a permanent password

 

Business Mobile Banking App

Our Mobile Banking App is free to download from the Google Play Store™ (Android) or the Apple App Store™ (iPhone/iPad).

iPhone

Apple App Store

iPad

Apple App Store

Android

Google Play Store

 

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Business Mobile Banking App

You must initially set up your account from a web browser.  After you have that access, download and set up the Business Mobile Banking App for your smartphone or iPad.

  • Download the Pacific Crest Business Mobile Banking App.  Visit the Google Play or Apple App Store and search for “paccrest.”  Select the blue icon.
  • Log in with your Company ID, username and password.  First-time users will be asked to activate their account with an additional security code received by text message or phone call.

 

Online and Mobile Banking Frequently Asked Questions (FAQ)

Answers to many frequently asked questions about Pacific Crest’s Business Online Banking and Mobile Banking App experience are included below.  If you need additional assistance, please contact us at (800) 335-4126 or clientservices@paccrest.com.

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The login screen requests a “Company ID” – what is this?
Business accounts will be verified by your “Company ID,” which is a new and unique number that is required for accessing your accounts in the Business Online Banking system and Mobile Banking App.  You will also need a temporary secure password.  To obtain your Company ID and password, contact Pacific Crest Savings Bank client services by phone at (800) 335-4126, Monday through Friday; 8:30 a.m. – 4:30 p.m.

Do I have to enter the “Company ID” every time I log in to my Business Online Banking system or Mobile Banking App?
Yes. Business Banking clients will need to enter their Company ID each time they log in.  Our portal offers the ability to “save” your credentials on the login screen for future use.  We recommend storing your Company ID in a secure place.

Can I download the Business Mobile Banking App to initially access my accounts?
You must initially access your account from a web browser.

Can I set up account alerts?
Yes.  Pacific Crest has established several pre-set alerts for your protection.  For example, you will receive a text message alert any time your email address, password or phone number is changed.  You can customize your alerts in account settings.

Can I manage my debit cards?
Yes, debit card holders have the ability to manage their debit card or to restrict its usage by turning it on or off through Business Online Banking or the Mobile Banking App.  Pacific Crest debit cards can be used anywhere that VISA payments are accepted.

Will I have access to all of my transactions and statement history?
Yes, you will have access to up to 24 months of transaction and statement history. To access older account history, contact us directly.

As the administrator, I forgot my username/password.  What do I do?
For security purposes, you will need to call us to reset your password.  Please contact us during our normal business hours 8:30 am – 4:30 pm at (800) 335-4126.  We cannot reset passwords over email.

One of our users forgot their username/password.  What do I do?
The account administrator can select “manage users”, choose the user and then click on “reset password”.  Be sure to have the user’s contact information and verification method completed (text or phone) so they receive the access code when they login to reset their credentials.

I use Mint, QuickBooks or Quicken, what will I need to do?
You can establish an automatic download from Pacific Crest’s Online Banking to Mint, QuickBooks or Quicken.  Instructions can be found in our Financial Tools & Resources.

Do you offer online bill pay services?
Yes,  Note: Business Bill Pay is only available using Business Online Banking and is not available on the Business Mobile Banking App.

Is there a cost to the Pacific Crest Business Banking Mobile App?
No. Pacific Crest does not charge to download our Mobile Banking App. Regular transaction fees associated with your account(s) may apply.

There may be a data cost related to accessing the Pacific Crest mobile banking app from your mobile device carrier. Please check with your wireless plan or verify with your wireless carrier.

Can I receive training?
Yes, if you would like to arrange personalized training, please contact us at either clientservices@paccrest.com or (800) 335-4126.

Where can I view the Online Banking Agreement?
Pacific Crest’s Online Banking Agreement.

How can I protect my security and privacy?
Your security and privacy are one of the utmost importance to Pacific Crest Saving Bank. To protect both you and your accounts, we recommend that you visit www.paccrest.com/security and www.paccrest.com/privacy-policy.

Who Do I Call if I Need Help Using Online Banking?
We’re here to answer your questions during our regular business hours at (800) 335-4126 or (425) 670-9601.