BankAssist Account Open Icon
Account Opening
  • Product Selection
  • Referrals
  • Apply for Loan, Mortgage, Line, Overdraft or Card
  • Open a Checking, Savings, CD or IRA
  • Application Status
  • Loan Calculators
BankAssist Analytics Icon
Balances
  • View Checking, Savings, CDs, IRA, Credit Cards, Loans, Lines & Mortgages.
  • View account balances
  • View available funds
  • Check affordability
  • External accounts
BankAssist Lock Icon
Authentication
  • Customer Authentication
  • Online/Mobile Passcode Resets
  • Online/Mobile Banking Unlock
  • Oniine/Mobile Banking Enrollment
  • Oniine/Mobile ID Update
  • Phone ID and PIN setup.
  • Phone PIN Resets
  • One Time Passcodes
  • Voice Biometrics*
BankAssist List Icon
Customer Management
  • Profile Changes
  • Complaints
  • Feedback
  • Secure Messaging
  • Rewards
  • Credit Scores
  • Communication Preferences
  • Relationship Manager Info
  • Branch & ATM Locator
  • Branch hours and Services
BankAssist Currency Icon
Transactions
  • View Transactions
  • Get account statement
  • Search by Amount, Date, Transaction Type or Descriptor within one or across all accounts,
  • View spending by major categories
  • Set budgets & savings goals
  • External account transactions.
  • Disputes
BankAssist List Details Icon
Account Details
  • Routing & Account numbers
  • Account Holders
  • Account Status
  • Limits
  • Origination Details
  • Rates & Fees
  • Nicknames
  • Phone Numbers
  • Emails
  • Addresses
BankAssist Account Managemenrt Icon
Account Management
  • Account Updates
  • Account Closure
  • Activation & Blocking
  • Alerts
  • Limit Changes
  • Lost/Stolen/Replacement Cards
  • Statement & Document requests
  • Direct Deposit
  • Loan Servicing & Refinancing
  • Status & Other Servicing Requests
BankAssist Fund Transfer Icon
Funds Transfer
  • Internal Transfers
  • External Transfers
  • Bill Payments
  • Person to Person Payments
  • Loan/Line/Card/Mort Payments
  • Automatic Payments
  • eBills
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