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Online & Mobile Banking Upgrades
New platforms are now available for use
Thank you for your patience as we launch our new systems. Some features have been delayed and we are working to activate them as soon as possible.
As of Wednesday, March 25th at 10:00 a.m. the following Digital Banking features are available:
Bill Pay
Internal Transfers
External Transfers – previously scheduled payments will need to be setup again.
Person-to-Person Payments – this new feature allows you to send money to individuals, even if they are not Reliance Bank customers.
Zelle® is enabled. You will need to re-establish any prior payees or payments.
Mobile Deposit – Users will need to re-enroll.
The following features are still in progress:
Prior eStatements are not currently available to view. Please contact your local branch to request past statements.
For assistance, please call:
1-800-570-0876
If you need to reset your Debit Card pin number, please call 1-800-290-7893
Download Our New Mobile Apps
Digital Banking
Reliance Bank’s upgraded Personal and Business Online Banking will deliver an improved online and mobile experience.
- Customizable dashboard with a mirrored mobile experience.
- Enhanced security features such as 2-factor authentication.
- Spending insights, budgeting tools, and account aggregation.
- New search function and extended transaction history.
- Transaction labeling and receipt upload capabilities.
- Expanded connectivity to Quickbooks through Web Connect and Direct Connect for Business Online Banking and our new Treasury Management platform.
- Now offering Quicken connectivity through Web Connect, Express Web Connect, or Direct Connect for Business Online Banking. (See important actions below)
ATTENTION QUICKBOOKS AND QUICKEN USERS
This upgrade will require that you make changes to your QuickBooks or Quicken software. Instructions reference two ACTION DATES. Please use the dates below:
1st Action Date: Thursday, March 19th, 2026
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.
2nd Action Date: Monday, March 23rd, 2026
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
QuickBooks Desktop Instructions
QuickBooks Online Instructions
Quicken Desktop Instructions
Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QBO file during this outage. The following services may not work during the outage:
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
If you have any questions, please call 814-296-2350.
Important Reminder for Online & Mobile Banking Users
Please refer to your email and Customer Upgrade Guide for Login Instructions.
Personal Online Banking
Business Online Banking
Deposit & Loan Statements
Cash Management
Personal Online Banking
First-Time Login
For login instructions, please refer to your email or the customer upgrade guide you received in the mail. You can also stop by a branch for a copy of the guide. You can log into the new Online Banking platform the morning of Monday, March 23rd.
Alerts
Any alerts that you’ve previously setup in Online Banking will have to be reset on the new platform. This is a good opportunity to take advantage of convenient notifications regarding your account activity.
Zelle®
Users will have to re-enroll in Zelle®. This function will be available on Tuesday, March 24th. You will no longer need to enroll in Bill Pay to use Zelle®.
Business Online Banking
First-Time Login
For login instructions, please refer to your email or the customer upgrade guide you received in the mail. You can also stop by a branch for a copy of the guide. You can log into the new Online Banking platform the morning of Monday, March 23rd.
Cash Management users will use the new all-in-one platform and will receive a link to log in through email on Monday, March 23rd.
Deposit & Loan Statements
What’s New?
Your deposit and loan statements will have a new look to them.
You will be able to view 1099 and 1098 tax statements electronically beginning with the 2026 tax year.
Deposit statements will include check images going forward.
Deposit Statements
You will receive two statements in March: A paper statement will be issued March 19th, even if you’re enrolled in eStatements. Paper statement fees will be waived for this statement.
A second statement covering March 20th-31st will be issued on March 31st in the manner you’ve elected to receive your statements.
Statement fees will be waived through April 30th.
Cash Management
First-Time Login
Updated login credentials are being provided via email on Tuesday, March 24th. Please call 1-800-570-0876 if you need a new first-time login link sent to your email.
Using the Platform
The new platform will have all of the features of our new Business Online & Mobile Banking platforms, with additional features to help support your Cash Management needs. A new app is available to download. See above.
ACH & Wires
We will no longer use DIGIPASS for soft tokens. Please download the Symantec VIP app from the App Store or Google Play.
Remote Deposit Capture
Now available through the Cash Management platform. For instructions on setting up your new scanner, click here.