Not at all! All of the services you currently use now will be available on the new platform. However, there will be a brief period of time where you will still need to access eStatements and Quicken/Quickbooks in the old platform. Starting July 14, you’ll be able to access all services in the new system.

As your financial services provider, we strive to provide our customers with best-in-class technology and service. The upgrade offers a more integrated and intuitive banking experience to help you streamline and manage your business finances.

Starting on the day of the upgrade, all existing users on your account will be able to log into the upgraded platform using their current username and password. If, for any reason, you have trouble logging in, please contact our Treasury Management team at 781-474-5803.

Yes! Your current alerts will transition over to the new Business Online Banking platform. To view alerts or make changes to alerts in the new platform, go to: ‘Settings’ > ‘Messages and Alerts’ > ‘Alert Settings’

If you currently use the “any activity” or “large check amount” alert you will need to set up a new alert.

As part of the upgrade, we will transfer your most recent 18 months of account activity. If you need assistance with getting transaction data beyond that time period, and you haven’t been upgraded to the new system yet, you may do so from the old system.

It sounds like you may need to download the new mobile banking app. Please visit your app store and download the Needham Bank Business Mobile Banking app. Download Now: App Store for iOS or Google Play for Android

As part of the transition, you may need to deactivate and reactivate the connection within the account aggregator. You may need to contact the service provider for assistance, if necessary. Please keep in mind it can take up to 5 business days for connection to be restored.