When you do business with Allegacy, you get tools to manage your financials wherever and whenever you need to – tracking multiple accounts, making and scheduling payments, depositing checks with the camera on your smartphone, and more.
Six tools to streamline your financials
Transfer money within or between accounts, from any device. View your transactions, balances and processed checks. Schedule future and recurring transfers. Receive notifications on balances, cleared checks and maturity dates. Apply for new accounts, order checks and issue stop-payments view demo »
Use your smartphone or tablet to manage accounts, find the nearest ATM, view eStatements, pay bills and more. You can even deposit checks simply by taking a photo.
Schedule single, recurring or future payments. Get eBills. Pay and get paid from one secure website, manage transactions for multiple service providers, and add merchants as you go. Track your payment history online
Get an email when statements are ready, available by the third business day of each month. Protect your info by keeping it out of the mail and reduce your physical storage footprint. Open statements in Adobe, save them to your computer, or store them online for up to 24 months.
QuickBooks® Direct Connect
Reconcile your accounts and transactions. Automatically launch QuickBooks, export WebBanking data directly into Quicken, download account data into your check register and match any transaction you’ve already entered there
Allow authorized users to access the business accounts of your choice with their own secure login. Assign, revoke or adjust privileges for any user at any time, while keeping restricted accounts private.
Three more tools to make your day easier
Bank by Text
Use text messaging to transfer money and request to see the balance on your account, or your last five transactions.*
Make online payments easier and more secure with digital wallets and other convenient ways to pay
Switch automated payments and direct deposits from one account to another in a click
Ready to enroll?
*Allegacy offers this service for free, but standard carrier fees for text messaging may apply. Please check with your mobile phone carrier if you aren’t sure which fees apply when you send and receive text messages. You must have WebBanking set up to use Text Message Banking.