INFORMATION SOLUTIONS

Your business can make educated choices for managing cash if you receive the right information at the right time. Presidio Bank offers several different information packages and services to accommodate your business model. Whether your need is for account balances to determine a daily cash position or lockbox images to do daily cash posting, there is a eBanking product that can be uniquely tailored to your business requirements.
 
eBanking

Presidio Bank offers two business eBanking services to meet the varying needs of our clients.

BUSINESS EBANKING

With Presidio Bank’s Business eBanking you will have 24x7 access to your accounts and a range of features including:

Presidio Bank’s Business eBanking is the Internet access point for management of your company’s finances. Take advantage of the efficiencies gained through immediate access to real-time banking information.  For a demo click here.

BASIC BUSINESS EBANKING

Basic Business eBanking allows you to transfer funds, check balances, download your statements, and pay bills online. You won’t believe how easy it is to use our eBanking.  

Review Account Activity

  • You can stay informed with 24/7 access to your accounts from your home, office – anywhere you have Internet access.
  • View balances and search up to 12 months of detailed history on your accounts.
  • Pay bills and transfer funds quickly and conveniently.
  • Get account Alerts and you will be notified immediately about important account activities.
  • View and print your statements and check images.
  • Access your accounts online through Quicken® or Quickbooks®.*

Transfer Funds

  • Make real-time funds transfers to and from your Presidio Bank accounts.
  • Pay your Presidio Bank loan payments.
  • Schedule transfers for future dates, or set up one-time or repeating transfers.
  • View and search 12 months of online transfer history

 Pay Bills

  • Make as many payments as you like.
  • Pay any person or business in the United States with a valid ZIP code.
  • Schedule repeating payments and never pay a late fee again.

 Please click here to view a video demo 

 

 

 

 

 

Basic Business Mobile Banking


With your busy business lifestyle, you need a 
better way to manage your finances.  The 
Presidio Mobile Banking solution is right at 
your fingertips and it's FREE*.  Mobile Banking 
provides convenient options to manage your 
business finances from wherever life takes you.



                    

 

 

 

View Comparison Chart



Take advantage of our free¹, simple and secure mobile solutions: 
         

To Download the Application Click on the Appropriate Logo Below:
 

 

 

 

Additional Solutions

  • For other types of Smartphones Visit Presidio Mobile on your mobile phone’s Web browser and login with your normal eBanking user name and password.
  • For Text Message Banking Login to eBanking and sign up by going to the Additional Services tab and from the drop down click Notifications and Alerts.
1. Our mobile solutions are free, but standard rates and fees may apply from your wireless carrier.
iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Android is a trademark of Google Inc.
Electronic Statements and Check Images

Both Business eBanking and Basic Business eBanking support electronic delivery of account statements that you can view, search, save and print online!

  • Fast—eStatements are available online days sooner than paper statements arrive by mail.
  • Convenient—eStatements are archived for 12 months!
  • No need to file away paper statements; we store them for you online.
  • Secure—Access your eStatements using your online banking secure account log in. eStatements are not sent by e-mail or by paper to an unsecure mailbox.   Take the mailbox out as the weakest link in your identity theft prevention chain.
  • Environmentally Friendly—eStatements save paper, ultimately saving trees!
  • Saving and Printing eStatements
    Your eStatement is presented in the Adobe Acrobat format. You have the opportunity to view, zoom in, zoom out, search, save, or print any your eStatements.
  • eStatements are available for all Presidio Bank checking account holders.  When your statement is ready, you will receive a notification email that your statement is ready to view. 

You look at your statement within the safe and secure online banking environment.
We'll never send your statement over unsecured email.

CD ROM

CD-ROM Check Imaging Service helps companies eliminate the need to physically store paper checks, and dramatically reduces check research to just seconds by offering quick and convenient electronic access to paid check information.

A CD-ROM stores up to 25,000 check images, provides flexible search criteria for easy retrieval of specific check information, and delivers superior digitized images of the front and back of all checks.

Right from your PC, you can rotate, zoom, move between front and back views, enhance brightness and contrast, or print and fax images. These CDs can also be used for backup and disaster recovery purposes.

Analysis Statements

Get detailed information on your deposit accounts while building a strong audit trail

Our Deposit (DDA) Account Analysis statements provide descriptive information, as well as a summary of balances and service charge activity, of your key accounts and services. It also enables you to offset your fees with combined balances.

Features and Benefits

  • Provides itemized information on your accounts and balances
  • Helps maximize allowance credit by allowing you to link accounts to pool balances from multiple checking accounts
  • Supplies you with historical information on a calendar-year basis so you can easily track your balance and service usage for your business cash flow planning
  • Offers an alternate way to pay your banking service charges by applying an earnings allowance to the balances you keep in your checking account(s)

How It Works

  • We mail your Account Analysis statement within ten business days of month's end
  • The statement includes itemized information about your accounts and balances, and provides a clear summary of maintenance fees and service charges
  • A consolidated statement is provided for your total relationship along with individual account statements

 

For further information regarding Cash Management Services, please call or visit your local Presidio Bank office.