Preview Period: Wednesday, August 24 – Thursday, September 8
The preview period is a staging environment that does not process live transactions, to give your business the best opportunity to get a head start on administration setup and familiarizing yourself with the new system.
Active Migration: Friday, August 12 – Friday, September 9
We will be actively working on importing configuration data.
Maintenance Weekend: Friday, September 9 at 3:00PM EST
Business online banking system will go offline Friday, September 9.
Go-Live: Monday, September 12 at 9:00AM EST
Preview Period
Wednesday, August 24 – Thursday, September 8
During this period, complete some key steps for establishing your desired configuration. Your CFBank
Treasury Management support team is available to assist with this process. Data in the preview period is
through August 12:
• Accounts
• ACH and Wire Templates
• Users
Only the primary administrator user will have access to all entitlements. Additional users/employees must be
configured as outlined below.