Q:  How do I create a user?  
A:   The instructions are below: 

  1. Click their profile file.
  2. Select business management.
  3. Create user.  
  4. Enter the user's name and email address.
  5. Choose their role.  To learn more about the roles, click here. 
  6. Choose which account to activate for the user. 
  7. Toggle on the account.  Click Done.  
  8. Click Enable Accounts.
  9. If no more permissions need to be set, click Send Email Invite.  The user will receive a link to establish their credentials. 

Q: Are there different levels of permissions? 
A:  Yes.  When a user is created the admin has the option to select user, viewer or admin.  

Q: Can the admin create different permissions for different accounts? 
A:  Yes it does vary and provides a variety of options based on functions.    

Q: Can an admin unlock a user? 
A:  Yes, the admin can select unlock to reset their number of attempts then they will have three more attempts to login with the existing password.  Or the admin can send them a link to reset their password. 
UPDATED 6/17/24
Q: Did my Bill Pay information change?
A: No. Your bill pay information including your payees and account information transferred to the new system. 

Q: What do I do if a bill pay merchant or payment date did not transfer?
A:  We don't anticipate any challenges.  However, if bill pay information is missing or you have a question, you can send us a message in the Digital Banking Message Center, call 888.401.2599, or email support@texasbank.com.

Q: Did all my payees and payment information transfer from my bill pay? 
A: Yes. All payees and payment information transferred to the new system. We encourage you to review your bill payment information once you login to the new system.

Q: Does Bill Pay look and perform the same way?
A: No. The essence of the Bill Pay system remains the same.  However, additional features for businesses like a payroll feature, different types of payment options, transfers, and permission driven actions are now available.  
Q: I bookmarked the TexasBank Online Banking login when I opened the account.  When I try to login, I get an error.  
A: You need to delete the bookmark and create a new bookmark for the new system.   
Q: How will I login to the new online banking (desktop) for the first time? 
A: To login, please use the same username and the last 4 digits of your Tax ID (SSN/ITIN/EIN) as your password. Then follow the login steps to create a new password and authenticate your identity for the first time. Click here for a video on this topic.

Q: I tried to sign in with my mobile app and I am getting an error. 
A:  To login for the first time, you must uninstall the old TexasBank Mobile app and install the new TexasBank app. 

Q:  Is there a time when TexasBank stops wire transfers?  
A:   Yes.  Normal cut off time is 2:00 pm CT.  

Q:  If I have a question who can I contact?  
A:   You can call 833.987.2265 or email bookeeping@texasbank.com.
Q: If I enrolled in eStatements in the old system for my checking and savings account, do I need to enroll in the new system?
A:  No.  You will be enrolled automatically.  However, it may take up to a few days to see your eStatement. 

Q:  If I enrolled in eStatements in the old Pay My Mortgage system for my mortgage account, do I need to enroll in the new system? 
A:  Yes.  You will need to enroll in the new system. 

Q:  Will I receive an email notification when my statement is ready? 
A:  Yes.  An email notification is sent to you anytime a new document is added to online banking for you.

UPDATED 6/17/24
Q: Does the digital banking app that I'm looking for have the word "Mortgage" on it? 
A: No. The app that has the word "Mortgage" on it is a separate app for TexasBank Mortgage applications only. 

Q:Did mobile banking change? 
A: Yes. You need to uninstall the old mobile app. Then, install the new app. The new TexasBank Mobile App has a circle logo instead of square.  

Q: How do I download the newest version of the mobile app? 
A: Search for TexasBank Mobile App and looking for the circular logo in Google Play or the Apple App Store.  


Q:  What is Positive Pay?
A:  This is a service we have offered prior to the Better Banking upgrade. It is a service for your business to detect fraudulent checks. An automated system compares the checks to a list of information provided by your business about checks you've written.

Q: Can I use Positive Pay in my mobile banking?
A: Yes, Positive Pay is in the mobile app.