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Technology Upgrades:
Frequently Asked Questions

CFBank is making some technology upgrades to better serve you. Find out
about the upgrades and what they mean to your banking experience.

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.

 

Frequently Asked Questions

Learn more about the technology upgrade and how it may affect your banking experience.
Business
Personal
Business
What can I do to prepare?

We strongly recommend that you backup by downloading or printing any data you may need to retain for future for setup, validation, or auditing purposes. Including:
● eStatements
● Check images
● Transaction history
● Scheduled ACH and Wire transfers
● Scheduled payments
● ACH and Wire Templates
● Merchant / Remote Deposit Capture reports
● Positive Pay outstanding items

During the Preview Period, are current banking features available?

Yes. During this time, you may continue processes and perform transactions as usual by signing into the current system as normal, however the several configuration changes will not automatically carry over:
● New account enrollments
● Employee users & entitlements
● Template changes for ACH and Wires

What should I do during the Preview Period to get a head start?

We encourage you to take advantage of the Preview Period for setup and configuration. If you make any such hanges within the current system, we recommend that you duplicate configuration updates and changes in the new Business Online Banking system during the Preview Period. (See below)

How will this upgrade affect my Business Bill Pay?

We will be converting most of your business bill pay payee information and history.
For any future validation or reference and as best practice, we encourage you to back up historical transactions and information prior to June, 2022.

• Bill pay will be unavailable starting on Thursday, 9/8 @ 8 AM EST.

• Bill pay history will be loaded after Go-Live, on Thursday, 9/15. Please back up by downloading or printing any bill pay history that you wish to retain prior to April 2022.

• If there are payments scheduled to be delivered by 9/14, they will be processed and you will see them once bill pay history is available on Thursday, 9/12.
Please do not reschedule those payments on the new system.

• eBills and any associated payment rules will not convert.
You will need to re-establish eBills after 9/12.

• Please review all bill payment to ensure accuracy after 9/15.

Will my historical transaction history be available?

90 days of transaction history will be imported into the new system.
For any future validation or reference and as best practice, we encourage you to back up historical transactions and information prior to June, 2022.

Will ACH and Wire Transfer Templates be converted?

Yes. Your company templates for ACH and Wire transfers will be converted.
We recommend that you verify those templates during the Preview Period and prior to usage.

How will this affect scheduled/recurring ACH and Wire transactions?

Scheduled (recurring) ACH and Wire transactions on the current system will NOT be converted.
● ACH and Wire transactions scheduled through 9/9 @ 3:00pm EST will be processed on the current system.
● ACH and Wire transactions scheduled to occur after 9/9 @ 3:00pm EST will NOT be processed on the new system.
● Scheduled transaction instructions must be re-established on or after 9/12.

When will the new Business Mobile app be available?

The new CFBank Business Mobile app will be available in the Apple App Store and Google Play
on 9/12.

What are the new password requirements?

● At least 8 characters in length, but no more than 12
● Must include at least one uppercase letter, one lowercase letter, and a number
● Cannot include a character that repeats more than three times
● Cannot be the same as your user ID

Where can I download the new Remote Deposit Capture software?

Click here to download the new WebScan software for running Remote Deposit Capture.

What is the direct link/URL to log into the new Business Online Banking?

You may conveniently sign in at https://www.cf.bank/businessnew

For troubleshooting, the following URL will also bring you to the sign-in page:
https://cfbankbusiness.ebanking-services.com/

Personal
More FAQ Coming Soon!

Please check back soon

Committed to providing the guidance you need.

CFBank is happy to answer any questions you may have about this upgrade.

Have Additional Questions?

**For your security, do not include sensitive or confidential information such as your account number or Social Security number in this message.**

CFBank Mobile Apps Available in the App Store

Securely access your accounts from your mobile device to view balances, transfer funds, manage bill pay, review check images, Positive Pay exceptions, and more.

Get the Latest Updates

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