Online Banking Tools
Online Banking Help
Our Online Banking Help is packed with many features and tools designed to make your online banking experience more intuitive, easy and secure. Below are a list of the most common questions and answers for quick assistance as well as help guides and videos. If you need additional help please send us a secure message within online banking or call 833-837-4839.
Commercial & Business
Commercial and Business Online Banking Overview
Business Online & Mobile Banking Quick Reference
Autobooks
Autobooks
How To Videos
How to use Positive Pay:
Making Commercial Payments:
Recipient Management
Domestic Wire Transfer
International Wire Transfer
ACH Templates
Split ACH Payments
Commercial:
Business:
Basic User Management
PERSONAL
Personal Online & Mobile Banking quick reference
Card Swap
Personal Online Banking Videos
Personal Online Banking Overview
Personal Financial Tools
Send Money with Zelle
Online Banking FAQ
HOW DO I ACCESS ONLINE BANKING?
To enroll in Online Banking click here, and then follow the enrollment instructions. Once you have successfully enrolled in Online Banking you will receive an email within two business hours with instructions on how to access Online Banking.
WHAT BANKING TRANSACTIONS CAN BE CONDUCTED WITH ONLINE BANKING?
In addition to having access to your fully exportable Transaction History across all accounts, you will also have access to set up transfers between accounts, enroll into Bill Pay services, Send Money fast with Zelle and much more.
IS ANY OF MY PERSONAL INFORMATION STORED IN THE ONLINE BANKING PRODUCT?
Online Banking stores your User ID, password, your user preferences, and most of your banking transaction history.
HOW CURRENT IS MY BANKING INFORMATION?
Your transaction history and transaction statuses are updated with the most current information each time you login to your Online Banking Profile.
WHAT ACCOUNTS WILL I BE ABLE TO ACCESS THROUGH ONLINE BANKING?
You can access your checking, savings, Certificate of Deposits, and loan accounts from Online Banking. Our Online Banking Product is intended to give you as much access, security, and versatility as possible.
HOW MUCH ACCOUNT INFORMATION CAN I VIEW AT ONCE?
The system will always load the newest transaction activity first and display 100 items per page.
CAN I VIEW MY ACCOUNT DETAILS IN MORE THAN ONE WAY?
Yes, You have the option to sort the transaction history by Date, Description, and Amount. You also have a search bar available to find information quickly. There is also a Filtering option that will allow you to narrow down your Transaction history by Time Period, A Custom Description, Transaction Type, amount, and check number.
WHAT FORMATS CAN I DOWNLOAD MY TRANSACTION HISTORY IN?
CAN I SCHEDULE FUTURE TRANSFERS?
Yes. Online Banking offers options to schedule one-time and recurring transactions for payment now or in the future with optional recurring frequencies of Monthly starting on the day of your choice, Weekly occurring on a specific weekday of your choice, Bi-Weekly, Quarterly, Semi-Annually, and yearly.
WHEN CAN I USE ONLINE BANKING SERVICES?
WHAT IS A SECURE ACCESS CODE?
WHY DOES THE BANK REQUIRE A SECURE ACCESS CODE?
WHY AM I ASKED TO "ACTIVATE YOUR COMPUTER FOR LATER USE" OR "ALLOW ONE-TIME ACCESS"? DOES THE BANK INSTALL A SECURITY CERTIFICATE OR "COOKIE" ON MY COMPUTER?
I HAVE REGISTERED MY DEVICE, BUT I STILL HAVE TO GET A NEW SECURE ACCESS CODE AT EVERY LOGIN, WHY?
- Your browser is not set to store cookies from our website, or;
- Cookies are automatically deleted each time you close your browser.
If the computer you would like to use on a regular basis is setup to delete cookies, please check your browser's settings. If you use internet security software or the computer is on a network where security policies dictate the daily deletion of cookies, please contact your internet security provider or company's network administrator for further assistance.
WHAT SHOULD I DO IF I LOGIN INCORRECTLY AND GET LOCKED OUT?
WHY DO YOU NEED ME TO VERIFY MY CONTACT INFORMATION WHEN THE BANK SAYS THEY WILL NEVER ASK FOR MY PERSONAL INFORMATION?
HOW DO I CHANGE MY PASSWORD?
Note: It is good security practice to change your password frequently. This provides you an even higher level of protection and assures your accounts are secure. When a computer hacker tries to crack your password using a computer program that keeps trying different passwords will have to start over because your password has been changed.
We also recommend that you do not use the same password for other websites because then your password is only as secure as the least secure website's system that has the same password. If one of your other accounts does get compromised, then the hacker will now have access to not just that account, but other accounts as well.
I RECEIVED MY SECURE ACCESS CODE BUT IT SAYS IT HAS EXPIRED.
WHAT IF I AM TRAVELING AND NEED TO LOGIN TO MY ACCOUNTS?
MY ACCOUNT HISTORY DOESN'T GO BACK FAR ENOUGH. HOW DO I VIEW MORE TRANSACTIONS?
HOW DO I CHANGE THE DISPLAY NAME ON MY ACCOUNTS? (EX. CHECKING, SAVINGS, VACATION ACCOUNT)
HOW DO I TRANSFER FUNDS BETWEEN ACCOUNTS?
CAN I SCHEDULE A RECURRING TRANSFER THROUGH ONLINE BANKING?
CAN I MAKE PAYMENTS TO MY VERITEX BANK LOAN(S) THROUGH ONLINE BANKING?
Yes, after logging into Online Banking, under the Transfers & Activity tab, click on the Funds Transfer. Enter the transfer information by selecting the checking or savings account you will be making your payment from in the "From Account" drop-down list, then select your loan in the "To Account" drop-down list, choose the date you would like to make the payment, and enter the amount. Click on Submit to continue, and then click on Approve to complete. Please note: If you do not approve the transfer, it will stay in a drafted status and will not be processed.
WHEN ARE PAYMENTS POSTED TO LOAN ACCOUNTS IF PAID THROUGH ONLINE BANKING?
PLEASE NOTE: Loan payments made from an account at another financial institution may take longer to credit to your loan.
CAN I SCHEDULE A RECURRING LOAN PAYMENT THROUGH ONLINE BANKING?
HOW DO I EXPORT TRANSACTIONS HISTORY INTO MY FINANCIAL MANAGEMENT SOFTWARE?
- Microsoft® Excel (.xls)
- Comma separated value file (.csv)
- MS Money / MS Small Business Accounting (.ofx)
- Quicken® (.qfx),
- Quickbooks® (.qbo)
WHAT OPERATING SYSTEM AND BROWSER SHOULD I USE FOR ONLINE BANKING?
- Microsoft Edge - all versions
- Chrome (PC and MAC) Chrome 38.0 and above
- Firefox (PC and MAC) Firefox 27.0 and above
- Apple Safari -
Desktop Safari: 7.0 and above for OS X 10.9 (Mavericks) and above (7)
Mobile Safari: 5.0 and above for iOS 5 and above
These browsers may show minor behavioral or cosmetic differences for Online Banking, but generally support online banking features and functionality. It is always recommended to use the latest browser version available from the provider.
HOW DO I CONTACT THE BANK IF I HAVE A QUESTION?
BASIC TIPS WHILE SHOPPING AT A RETAILER OR USING AN ATM
- Protect your PIN. Never write it down or give it to anyone. Physically shield your PIN number from prying eyes anytime you have to enter it.
- Report lost or stolen debit and credit cards immediately. Monitor your account in online or mobile banking and notify Veritex immediately if you see any suspicious activity.
- Don’t let your debit or credit cards out of your sight. Pay attention to where your card is swiped and make sure it is not used on anything but a store register or credit/debit terminal.
Practice common-sense security when using your card at an ATM:
- Always be aware of your surroundings and exercise caution when withdrawing funds.
- Have someone accompany you when using an ATM after dark.
- Ensure no one sees your PIN when you enter it.
- Watch for suspicious persons or activity around the ATM. If you notice anything out of the ordinary, come back later or use an ATM elsewhere. If you are in the middle of a transaction, cancel the transaction, take your card and leave the area immediately!
Need cash from an ATM? Veritex now offers surcharge-free ATM’s through the Allpoint® ATM Network which is available at over 55,000 locations worldwide-many of which are located inside retail stores.
ACCOUNT ALERTS & SECURITY ALERTS
The types of alerts you can add include Account, Date, History and Transaction alerts, as well as Insufficient Funds Alerts. To configure an alert select the type of alert you want from the drop down list under "Add Alert" and then configure the settings for the alert including how you wish to be notified.
To add an alert, access the Alerts page under Preferences. As an example, configure the alert to send a notification each time a funds transfer is authorized. The alert, when triggered, will be sent to a cell phone via SMS at 8:00 AM.
Then, if you ever want to remove an alert, login to online banking and go to the Alerts page, select the alert to be removed from the list and click on the red X delete button.
In addition to the Account based alerts there are also real‐time security alerts. We have already setup some security alerts on your account for actions that we consider to be of high importance. These alerts include notifications when your login password is changed, when your login ID is changed, when the 'Forgot Password' process is successful and unsuccessful to list just a few. To see the full list of security alerts that are configured for your account click on Security under Preferences and then click on the Alerts tab.
When setting your security alerts you will notice that some alerts have been greyed out. The greyed out alerts are the security alerts that Veritex Community Bank requires be turned on to protect you. All of our alerts can be sent by email, SMS text, and voice.
Our optional Security Alerts currently enabled in Veritex Online Banking are:
- Alert me when a new user is created
- Alert me when a valid password for my login ID is submitted
- Alert me when a valid secure access code is submitted
- Alert me when my login ID is changed
- Alert me when my user login is disabled
- Alert me when my user login is locked out
- Alert me when my user profile is updated
- Alert me when the forgot password process is attempted unsuccessfully
- Alert me when the forgot password process is successfully completed
Veritex Community Bank strongly recommends you leave the optional Security Alerts enabled for your online banking security. Security Alerts are located in Online Banking under PREFERENCES → SECURITY → ALERTS.
Other optional Account Alerts available are:
- New Account Alert
- New Date Alert
- New History Alert
- New Insufficient Funds Alert
- New Transaction Alert
Account Alerts are located in Online Banking under PREFERENCES → ALERTS, the click ADD ALERT. Choose the type of alert you want to receive, add the necessary information, how often you want to receive the alert and the method of delivery.
If you have any questions regarding the Online Banking System, please contact us.
TROUBLESHOOTING TIPS FOR BROWSER REGISTRATION
When attempting to register your browser, there have been reported cases where the registration is not sticking, in other words, the system is not remembering that you have already activated the computer you are on. The common reasons for registration failing include incorrect cookie settings, old cookies, settings telling your browser to delete cookies upon exiting the browser, old favorites and shortcuts. If you are experiencing this issue, check your browser's setting or clear the browser history. Additionally, many Internet security program providers such as Norton and McAfee can override the browser’s cookie handling settings and delete them.
Please consult your browser’s help menu or your Internet Security software’s help menu for information on cookie handling.
MINIMUM BROWSER REQUIREMENTS
- Microsoft Edge - all versions
- Chrome (PC and MAC) Chrome 38.0 and above
- Firefox (PC and MAC) Firefox 27.0 and above
- Apple Safari -
Desktop Safari: 7.0 and above for OS X 10.9 (Mavericks) and above(7)
Mobile Safari: 5.0 and above for iOS 5 and above
NOTE: Internet Explorer (all versions) is no longer supported.
