We are thrilled to announce a major update to our Digital Banking platform! The enhanced platform offers improved navigation, new functionalities, and innovative features to streamline managing your business finances. Please review our resources below to help ensure a seamless transition as you access our improved platform.
Step 1: Register for Digital Banking
Businesses registered as sole proprietors can self-register through digital banking using the following steps:
- Navigate to our Registration Page.
- Select "Register to my Business Account."
- Review the Internet Banking Agreement & Disclosures and select "I agree" and the "Continue" button.
- Complete the remaining prompts to verify your identity and business information.
If your business is not registered as a sole proprietor, you must schedule an appointment with a Cobalt team member to set up your digital banking account. You may schedule an appointment online or by contacting our member service team via the live chat feature.
To schedule an appointment online, please follow these steps:
- Navigate to Cobalt's Appointment Scheduler.
- Select the Business Services tab.
- Under Select a Service, choose Business Digital User Setup.
- Choose whether you'd like to meet in-person or over the phone.
- Select the location and team member, followed by the date and time that works best for your schedule.
For additional assistance, please utilize our live chat feature to contact our member service or video banking team. Simply click on "Connect with Us" below!
Step 2: Reconnect Quicken and QuickBooks
To ensure seamless integration with our digital banking services, please follow the provided conversion instructions in the links below to reconnect your QuickBooks or Quicken account.
