Instructions and Resources for Fidelity Bank’s
Welcome to our new Business Online & Mobile Banking solutions
Our Business Online Banking system is being upgraded to provide an improved experience for you and your company’s online banking users.
Enhanced features include:
- a simpler login
- enhanced reporting
- recurring Wire/ACH transfers
- self-service check reorders
- easy password changes for your authorized users
- ACH PositivePay (available as an add-on post conversion)
- and our brand new Business Banking Mobile App
Our new Business Online & Mobile Banking solution will launch on February 23, 2021.
Below please find all the resources and instructions needed to make this a smooth transition for your business.
Instructions and Resources
Our unique, caring LifeDesign approach is focused on helping you and your business get the clarity you need so you can move forward with confidence.
If you have any questions or need assistance our Online Banking Upgrade Team will be available to help. You can reach them directly at 978-870-1359 or [email protected].
Upgrade
Checklist
Click here to view/download PDF
Designed to help you prepare for and undergo a smooth upgrade of your online banking system. Please read through this document carefully and assure the necessary steps are completed in the timeframe outlined.
Quick Help
User Guide
Click here to view/download PDF
An ongoing resource for all online banking users with detailed information on all elements of the new business online banking and mobile app.
Quickbooks, Quicken, and
Mint Instructions
Click here to view/download PDF
These instructions provide detailed information on the actions necessary to ensure a smooth transition of your Quickbooks or Quicken software connections.
Online Banking Security
Best Practices
Click here to view/download PDF
This guide provides detailed information on online security best practices to help you reduce the risk of data breach and fraud. Please refer to this document prior to completing your security settings in the new system.
Legacy System
Access
The legacy online banking system available for you to access in view-only mode until March 9th.
Business Banking Manager Demo
Explore our new Business Online Banking solution with this interactive demo. Simply click the Get Started button below or choose a specific product or service from the Menu on the bottom. (NOTE: Demo is not available on smaller mobile device screens)Â