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 firstname.lastname@example.org 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.