Resources

• Log into your account.
• Select an Account you would like to sign up for electronic statements.
• Select the Documents.
• Select Signup/Changes. Select all the accounts you would like to enroll from the list and click Save Settings.
• Review the E-Statement Disclosure, select the “I Agree” button to enroll.
• You are now enrolled! You’ll return to previous Signup/Changes page and should note a blue checkmark by each account enrolled.

• Select your Initials / Personal Profile icon in the top right corner of the screen.
• Under the Contact Info Section, you can edit your email and phone number.

There are several options to accomplish this:

• Log In to the account at the corresponding bank you wish to transfer money from. Using their Bill Pay system, you can complete a transfer within appropriate business or consumer limits.
• You can write a check from the corresponding bank and deposit into your Tandem account using our mobile app deposit.
• Mail a check to Tandem Bank for deposit.
• Visit the Tandem Bank branch in person and make a deposit.

To enroll in Bill Payment for the first time, you must sign up through the website via online banking (not via the mobile app).

Once you are logged into your account on the Website:

• Select Payments
• Select Manage Payments
• Select My Account
• Either Select Account or Add Account
• Enter the account number to Pay From
• You can then enter your Payees, either by “Paying a Person” to send money to an individual, or “Pay a Company” by entering an account number.
• Pay a Person enables you to send individual payments up to $1,000.00 with a total of $2,000.00 daily.

Once you are logged into your account on the Mobile App:

• Select Pay.
• Select the Plus sign.
• Select Type- either Company or Person.
• Add the Payee information for either a Company or Person.
  • Company- name, phone number, and account number
  • Person- name, phone number, email, and shared keyword
• Select Submit to Create Payee and Submit for Approval.
• Once Approved, select Payee.
• Choose Account Number and Payment Amount.
• Select Submit.

There are several options to accomplish this:

• Log In to the account at corresponding bank you wish to transfer money from. Using their Bill Pay system, you can complete a transfer within appropriate business or consumer limits.
• You can write a check from the corresponding bank and Deposit into your Tandem account using our mobile app or RDC machine.
• Mail a check to Tandem Bank for deposit.
• Visit the Tandem Bank branch in person and make a deposit.

Once you are logged into your account:

• Select Payments.
• Select BillPay.
• Answer security questions.
• Provide a Security Key code.
• Accept Disclosure.
• Now you have the option to Create Payees.
• You can then Enter your Payees, either by “Paying a Person” to send money to an individual, or “Pay a Company” by entering an account number.
• Pay a Person is set up using the payee’s email address and enables you to send individual payments up to $1000.00 with a total of $2000.00 daily.

Yes, Tandem Banking is compatible with QuickBooks^®. Instructions are below, based on which version you have.

Treasury Banking users can use Web Connect to access account information for managing finances offline in QuickBooks^® Desktop version.

Account Management users can integrate Online Banking with QuickBooks^® desktop with Direct Connect and make payments and transfer funds directly in QuickBooks® for fast, efficient account management.

1. Open your QuickBooks^® software and choose Banking > Online Banking > Set Up Account for Online Services.
2. Select your QuickBooks^® account that will connect to Tandem from the dropdown menu and click Next.
3. Choose Tandem Bank or Tandem TM(Treasury) from the dropdown menu and click Next.
4. Select the Direct Connect option and click Next.
5. Select Yes, my account has been activated for QuickBooks^® online services and click Next.
6. Enter the Customer ID (your Online Banking Online ID) and Password (your Online Banking Passcode) and click Sign In.
7. Select the Account you want to integrate into your QuickBooks^® desktop software. QuickBooks^® will connect securely to our server to download bank data for the selected account.
8. Click Finish after the download completes. You have successfully integrated Online Banking with your QuickBooks^® desktop software.