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

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Account Labeling

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ACH File Mapping Management

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Corporate User Management

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Company Policy

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Information Reporting

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International Wire Payment

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Multi-Wire Payment Creation

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Multi-Transfer

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Recipient Upload from Batch

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User Roles

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Wire Upload

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LOGIN PROCESS AND DEVICE REGISTRATION

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My Accounts Page

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ACCOUNT DETAILS AND TRANSACTION HISTORY

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E-DOCUMENTS

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ACTIVITY CENTER

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POSITIVE PAY

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FUNDS TRANSFER

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LOAN PAYMENT

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RECIPIENT MANAGEMENT

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WIRE PAYMENT

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SPLIT TRANSACTIONS

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ACH PAYMENTS & COLLECTIONS

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ONLINE USER MANAGEMENT

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ONLINE BANKING ALERTS

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PAYMENT TEMPLATES

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Secure Messages

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FAQs- ACH

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PERSONAL

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LOGIN PROCESS AND DEVICE REGISTRATION

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My Accounts Page

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ACCOUNT DETAILS AND TRANSACTION HISTORY

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E-DOCUMENTS

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ACTIVITY CENTER

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FUNDS TRANSFER

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EXTERNAL ACCOUNT TRANSFER

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LOAN PAYMENT

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Secure Messages

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ONLINE BANKING ALERTS

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WIRE PAYMENT

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Financial Tools Overview

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How to Enroll

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Account Linking

Online Banking FAQ

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.

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. 

Online Banking stores your User ID, password, your user preferences, and most of your banking transaction history.

Your transaction history and transaction statuses are updated with the most current information each time you login to your Online Banking Profile.

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.

The system will always load the newest transaction activity first and display 100 items per page.

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.

Online Banking supports downloads to Quicken™ (qfx), Quickbooks™ (qbo), Microsoft OFX (ofx), and spreadsheet formats (.xls and .csv).

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.

With Online Banking, you have access to your account information 24 hours a day, 7 days a week!
A Secure Access Code is a "one-time use" code that allows you to securely login to Online Banking. If you choose the option "Register Device", you authorize the bank to store a security certificate or "cookie" on your computer which will expedite the security verification process in the future, and eliminate the need to use a secure access code on each login. Additionally, a Secure Access Code is used if you delete security certificates or "cookies" that are stored on your computer or if you request to login from a computer that you've not setup for repeated use.
Federal regulations require all banks to establish "Multi-Factor Authentication" in verifying the security of the login process for online banking. The first factor is your password. The second factor is the delivery of a six-digit Secure Access Code via phone call or SMS Text message. These two factors are combined to allow us to verify the authenticity of your login prior to the installation of the security certificate or "cookie" on your computer.
Although Veritex Community Bank does not recommend registering your computer for later use, we do use the security certificate or "cookie" to quickly identify your computer before we allow you to access online banking. Each time you login to online banking, if the security certificate or "cookie" is not found, our system will guide you thru the steps to request and submit a secure access code. Then, upon every future access our system will request that your computer present the security certificate or "cookie" for verification, if it is not present the system will request a Secure Access Code. By authorizing us to "Activate your computer for later use" you allow us to recognize the computer you normally use to logon to your online banking account.
The most likely explanations are:
  • 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.

Please contact us at 833-837-4839 during business hours and we will be happy to reset your login credentials immediately.
Yes, we will never ask for personal account information via e-mail or over the phone. However, when you login to your accounts the first time, we will need to verify that we have the most convenient method to contact you. We also need to verify your telephone numbers on the security preference screen so that we can provide you with your Secure Access Code. On this screen, the phone number you enter should be the best way to contact you when you are logged into your online banking. We recommend the use of your cell phone number for those times you may be traveling and wish to access Online Banking from a different computer.
You can change your password by going to the Settings, then Security Preferences in Online Banking.Once you are on this page, select the Change Password button. 

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.

The Secure Access Code is a one-time use, system generated code that will be delivered to the Secure Delivery method you choose. Secure Access Codes must be used within 15 minutes of delivery or they will expire. If multiple secure access codes are requested, each new request will invalidate any previously requested code.
When you know you are going to be traveling, you may want to verify your secure access code delivery options are updated. To do this, once you are logged into online banking, just go to Settings, Security Preferences, then click on the Secure Delivery button and make sure the phone numbers you have provided are current. It is recommended you keep these updated so that they will be ready when you need to access your online banking account but you are not at your computer. If you are away from your computer that is registered and need to log-in, you will simply be asked to repeat the Secure Access authentication process that you completed when you first logged into your online banking accounts.
Each account will show you the most recent 100 transactions. You are able to request more items be shown by scrolling to the bottom of the list and click on the arrow button.
Account titles can be set within your online banking. To title the accounts rather than just seeing the last 4 digits, login to online banking; go to Settings, then Account Preferences. Type desired title under each account.  Select the order in which you want to view your accounts, then click "Submit".
To transfer funds, select Funds Transfer from the Transfers & Activity menu. In the Funds Transfer workspace, you will be able set up one-time and recurring transfers between your authorized bank accounts.
Yes. You can choose the frequency under Enter Transfer Frequency, on the "Funds Transfer" screen.

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.

Payments are posted overnight to your loan account. It's important to remember transfers entered after 5:00PM central time may not be processed until the following business day. 

PLEASE NOTE: Loan payments made from an account at another financial institution may take longer to credit to your loan.

Yes. You can choose the frequency of your loan payment under Enter Transfer Frequency, on the "Funds Transfer" screen.
Select the account that you want to export the transaction history from, then select "Export", at this point choose file type you would like to download your data to. You will be asked if you wish to Open or Save the export file. If you choose to open the file, you must have the application that supports the file format installed on your computer.
The file types supported are:
  • Microsoft® Excel (.xls)
  • Comma separated value file (.csv)
  • MS Money / MS Small Business Accounting (.ofx)
  • Quicken® (.qfx),
  • Quickbooks® (.qbo)
To get the most out of all the great features available in our Online Banking System, there are some minimum requirements your browser must meet:
  • 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.

You may contact Veritex Community Bank's Customer Service by sending a Secure Message through Online Banking by clicking on Messages under the Service menu. This is a great way to send sensitive information to the bank since regular email is not secure. We will respond to all messages within 1 business day. You may also contact us. If you do not have access to a computer and would like to retrieve information about your accounts, you may use the Veritex 24-Hour Automated Telephone Banking line at 877-713-8637.
  • 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.

Within online banking there are numerous types of Account alerts that you can setup to keep you updated on the status of your accounts. You can access the Alerts setup page by clicking on Alerts under the Preferences menu.

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.

The first time that you access Veritex Online Banking on a computer, you will be required to complete a Multi‐Factor Authentication (MFA) process. This process ensures the security of your online banking session. During the MFA Process you will be prompted if you would like to activate the browser and computer you are using (For security purposes, whether you’re using a public computer or a computer that you own, activating the browser is not recommended).

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.

SAFE BROWSING

At Veritex Community Bank, we are serious about providing best in class service and solutions to our customers. We are also serious about the security and safety of our customers’ online banking experience. Veritex is proud to provide to our customers an anti-fraud solution that protects them from some of the most sophisticated online criminal attacks.

There is nothing to log into and no new passwords to remember. Detect Safe Browsing (DSB) from Easy Solutions is a very small and fast download that you install on devices you use to access your Veritex accounts. This software runs quietly in the background and provides you the security you need to avoid becoming a victim to online fraud. This hands-off approach allows for us to protect our customers without changing the customer experience.

In the event that your device does become infected with malware, DSB will notify you of the infection, let you know what processes have been blocked, and allow you to continue to visit your protected online banking site and complete your activity.

HOW TO TAKE ADVANTAGE OF THIS ANTI-FRAUD PROTECTION:
  • Click on the button below to download the installer.
  • Once downloaded, simply run the installer and allow for the software to be placed on your device.
  • You can verify DSB is running by looking for the small Security Shield icon on your taskbar.

Using the DSB Manager to navigate to the protected Veritex Community Bank website, Phishing, Pharming, and other malicious attacks are defeated, and you are ensured you visit the true Veritex website as you intended.

WHO IS EASY SOLUTIONS, AND WHY IS VERITEX COMMUNITY BANK USING THEM TO PROVIDE ME PROTECTION?

We chose Easy Solutions because they have proven to be one of the industry’s most innovative providers of integrated fraud prevention solutions. Easy Solutions automates the time-sensitive and manual risk management processes encountered by every security team, and it will better enable us to respond faster and more efficiently to every type of threat.

WHAT IS DETECT SAFE BROWSING, AND WHY IS IT IMPORTANT?

Detect Safe Browsing (DSB) from Easy Solutions® is an innovative tool created to protect the final users from the electronic fraud modalities commonly used on the Internet.

Within the protection capabilities of the application, you will find a connection analysis and system-scanning feature. Such scanning identifies three possible attacks:

  • Malware: Malicious software that attempts to affect the information integrity of the device.
  • Phishing: Web site impersonation performed by a non-authorized third party to get confidential information for criminal purposes.
  • Pharming: Manipulation of system information performed by non-authorized users, who re-direct the access from real web sites to fake sites and thus commit fraud.

Download for Windows 

Download for Mac

To get the most out of all the great features available in our Online Banking System, there are some minimum requirements your browser must meet:
  • 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.

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