Your Towne24 Migration Checklist
Tips & Timelines
Below are important actions required before and after your migration to Towne24 to make this process as seamless as possible. If you have any questions along the way, Treasury Member Care is here to help.
Before Moving to Towne24
System Access - Important Dates
Bill Pay
Access to Bill Pay in Business Online Banking will no longer be available after 5:30 PM on Tuesday, July 28.
Business Online Banking
Access to Business Online Banking will no longer be available after 5:30 PM on Friday, July 31.
User Management
Contact Information
Ensure your contact information in Business Online Banking is up to date, including email address and phone number.
Admin Activity
It will be critical that administrators and users have logged into Business Online Banking within the last 30 days. When logging in, you should make note of their Company ID, Username, and Password.
Credentials
Our Treasury Member Care Team will email you detailed instructions the day you are able to log into Towne24.
Inactive Users
Company administrators should review your users and associated token entitlements. Remove any users and/or entitlements that are inactive.
Token Entitlements
Treasury Management Advisors will reach out to guide you with a pre-conversion task to help set up your new token credential.
Actions Needed for ACH & Wire Transactions
Review all ACH and Wire templates and remove any that are unused
Download ACH origination history
Ensure all ACH & Wires are authorized for processing
After Moving to Towne24
Login Experience Updates
Credentials
Our Towne Member Care Team will email you detailed instructions the day you are able to log into Towne24.
Updated Login Dropdown Options
If you use the login box on TowneBank.com, you will now need to select "Towne24" from the dropdown options.
Towne24 Mobile Banking App
Be sure to download the Towne24 Mobile Banking app from the Apple App Store or Google Play.
Transactional Review
Templates
- Templates that had the same names in Business Online Banking were transferred to Towne24 with numbers after the template names. For example, if your organization had three templates with the name “Payroll” those transferred to Towne24 with the names Payroll 1, Payroll 2, Payroll 3.
- Templates that had special characters in the names transferred to Towne24 without those characters. For example, if your organization had a template named Template #1, it transferred to Towne24 as Template 1.
Important: Enhancements to Multiple Transfers in Towne24 Business Banking
We encourage businesses that regularly use multiple transfers to review their reconciliation procedures and discuss any questions with your Treasury Management Advisor.
| In Business Online Banking | In Towne24 | What This Means for You |
|---|---|---|
| Today, when you transfer funds from multiple accounts into a single account, you see one combined deposit in the receiving account. | In Towne24 Business Banking, each transfer will post separately. While the total dollars transferred will not change, you will see more transaction entries on your accounts. |
|
We're Here to Help!
If you need support at any point, help is just a call away with Treasury Member Care at 844-638-6724 (M-F 8:30 AM - 6 PM) or you can submit the contact form below.