Consolidating Your Accounts

With Business Online Banking, you can manage your business and personal finances together in one convenient place by consolidating your memberships in one online banking login.

  • Easy access to all of your memberships in one place
  • Simple transfer process between accounts
  • One convenient login and PAC

Business members can add up to three additional membership numbers in addition to the account you’ve logged in with. If you are the authorized signer on more than one business membership, you will need to complete a one-time set-up to consolidate your accounts in Business Online Banking. Once it is set up you will be able to use the same login for all of your accounts.

How to Setup Consolidated Accounts:

Step 1: Click Business Services on the main menu.

Step 2: Click Manage Consolidated Accounts to open the Account Consolidation Manager page.

Step 3: Click Consolidate Account to add an account you’d like to consolidate.

Step 4: Enter the PAN (Personal Access Number) and password for the account you wish to add/consolidate.

Step 5: Click Submit and Confirm.

>> Download your Business Online Banking guide.

Updated on July 25, 2019

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