Do you have multiple accounts and usernames of your own? (For example, a personal and business account) Going forward, you’ll have ONE username and password to access all your accounts upon login. Enter one of your current usernames for your first-time sign-in — and if it isn’t recognized, try the other (our system is auto-selecting one, for security purposes).
On or after April 22, relink your external accounts and re-schedule external transfers in your new online or mobile banking for those transfers to continue being paid. Click Make a Transfer, External Accounts, then the Add Account tab and follow the prompts.
We're always looking for more ways to make your money management feel simple and stress-free. Your new online and mobile banking will make it even easier to manage your total financial picture in one place.>>>
>Our new digital banking launches on April 22, and you’ll make the switch the first time you log in to your online or mobile banking on or after April 22. Have your current online and mobile banking username and password handy, along with your Social Security number – you’ll use these to validate your account, just on your first-time sign-in. Then follow the >>
No, you won’t need a separate app anymore! Going forward, everything you need to easily manage your Summit credit card or debit card — from controls to alerts — will be right in your new online or mobile banking. So, if you’ve already downloaded the app for Summit Credit Card Controls (named “Credit Controls”) or for Summit Debit Card Controls (named “SCU Debit Controls”), on April 21, be sure to turn off any controls or alerts you set in that app to avoid potential duplication and then delete the app. You'll no longer use that app, and it won’t be available in your device's app store, once we launch your new digital banking on April 22. Just a reminder that you won’t have active credit or debit card controls or alerts as of April 22 until you reset them in your new online or mobile banking. See the easy steps to resetting your controls and alerts under section ">>
While Climbr will not be in your new online and mobile banking, good news — you’ll have similar financial wellness tools right on your digital banking dashboard! So, you’ll still be able to easily set and track your goals, monitor and categorize your spending and even forecast if your money’s on target for future needs. With all the options available, it’s like having Climbr but >>more>>. Note any savings goals you have in your current Climbr so you can put them in your new online and mobile banking and keep making great progress!>>>
>Yes, any payees or payments you’ve set up in Bill Payer will transfer over to new online and mobile banking, and you’ll enjoy all the same easy bill pay capabilities you have now.>>>
>You will need to reschedule any transfers you have set up in your online or mobile banking that go to another financial institution, if you want them to continue in your new online or mobile banking. Examples of those external transfers include recurring transfers from your Summit checking to pay a car loan at another financial institution, or transfers from your Summit savings for deposit into a child’s account somewhere else. Other transfers and automatic payments will carry over and continue as they are now. For more specifics on this, see "Reschedule any transfers set up within your Summit online or mobile banking that go to another financial institution" under section >>
Your security’s always our top priority and there are many systems in place to protect your information, including multi-factor authentication. The first time you log in to your new online or mobile banking, you’ll be prompted to verify your identity with a secure, one-time PIN, texted or emailed to your account contact info. Once you’re in your new online or mobile banking, you can customize your log-in security settings to your preferences — for example, getting text or email verification every time you log in. To see or adjust your security settings, click your profile icon in the upper right of your dashboard, then Security. (If you're in the mobile app, click the menu in the lower right of your screen, then Settings and Security.)>>>
>Yes, those convenient Zelle® features aren’t going anywhere! Continue to send fast, secure payments to and from friends and family with just an email or phone number. All your Zelle® history, including your transactions and contacts, will still be there, too. One thing to note is that you’ll choose funding options from your checking or money market accounts only (vs also having the additional funding options of savings and subsavings that are in your current digital banking). Funding will automatically default to the first checking account listed for you, but you can always choose a different one from the dropdown.>>>
>If you’ve linked to your Summit online banking account from budgeting, accounting or other “outside” applications, you'll need to re-link your Summit accounts in your new digital banking after April 22.>>>
Note on Quicken/QuickBooks/Credit Karma —>> On or before April 21, complete a backup of your data file for Quicken, QuickBooks and Credit Karma and do a final transaction download. Note that all three of these services will be temporarily unavailable for up to 5 business days after we launch your new digital banking on April 22. During that downtime, we recommend you manually download a QFX/QBO file, if needed, until you can re-connect to Quicken or QuickBooks. >>
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>Yes, any nicknames you’ve created for your Summit accounts, subaccounts or loans will show up right away in your new online and mobile banking. And if you want to add more, go for it! We know how motivating it can be to have account names to help you reach your goals, like “Emergency Savings” or even “Toes in the Sand” for a vacation.>>>
>Our new online and mobile banking makes business easier, too — including if you use Summit Treasury Management services, like ACH, wires, remote deposit capture or sub-user management. As of April 22, get ready to enjoy a new look and a more user-friendly experience — on desktop or mobile. >>Look for all the exciting details in a mailing coming your way.>>>
>If you don’t see your credit card, mortgage or other accounts in your dashboard, simply click the profile icon in the upper right corner and toggle to the account you’re looking for. From there, you can view statements, order a new debit card or checks, make credit card or mortgage payments, link external accounts and set up transfers, set alerts for your accounts, credit card or debit card, and take any other actions for that account as you wish. Note that to make payments to a credit card or mortgage from one of your other accounts under your profile, you’ll set up a “Member-to-Member” transfer.>>>
>Your new mobile banking is accessible using a smartphone, tablet or other mobile device with iOS (Apple) versions 17 and 18 or Android versions 14 and 15. Since our new mobile app features the latest technology, you may not be able to download or use it on a device with an older operating system. If updating your device’s mobile operating system to a more recent version of iOS or Android is not an option, you can still enjoy digital banking convenience through Summit online banking.>>>
>The first time you log in to your new Summit digital banking, you won’t be able to use your fingerprint or face recognition for access, but it may be an option for you on your second login. Your ability to log in through face recognition (Face Unlock) depends on your particular device. >>If you’re an Android user>> and you’re not able to access Face Unlock, logging in with your fingerprint may be another option if your device has a fingerprint reader. >>Here are tips to help you do that:>>>
Make sure “Fingerprint Unlock” is set to “on” in your Android settings.>>>
>Log in to your new digital banking (also making sure that “Enable Fingerprint Authentication” is set to “on,” on your digital banking login screen).>>>
>Log out of digital banking and log back in to confirm your fingerprint authentication is activated.>>>
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