- 1: Pre-Migration
- 2: Get Started
- 3: Go Live
- 4: Business Online Deactivated
Please make sure you follow the steps below during the Pre-Migration phase. It is important to complete any updates to users and templates prior to 6 p.m. PT on Friday, January 28, 2022 to ensure these changes migrate from Business Online to Business Essentials.
You will have a preview period to view and learn Business Essentials while you are still using Business Online. Please make sure you follow the steps below during your initial logins to the platform. It is important to complete these tasks to ensure a successful launch.
In Phase 3 of your migration, all users can begin transacting through Business Essentials. Business Online access will become view only.
For an additional two weeks only, you will have access to Business Online for data review and validation, account history, and audit history.
While most of your data will be converted, you will want to reestablish any data that WILL NOT be converted, such as recurring payroll transactions. Review the full list of data that will not be converted.
In the final phase of your migration, your Business Online account will be deactivated and you will no longer be able to log in to the old platform.
At this point, you will use Business Essentials for all of your business banking transactions.
Questions? Contact Us.
Migration Specialists are available to help you during your transition to Business Essentials.
Contact the Migration Help Line at (800) 599-0020, Option 1
Monday through Friday, 8:00 a.m. – 6:00 p.m. PT.