Business

Running a business is all about the efficient use of time, resources and people in order to maximize your opportunities for growth and ultimately success. Borel Private Bank & Trust understands business. So we have developed our Business Online Banking Services with your success in mind.

Enhanced Online Banking for Business Accounts

Monitor your accounts in real-time, enjoy the peace of mind that comes from the very latest security features available and save time through easier account access; these are a few of the benefits you'll have at your fingertips with our new Online Banking system. Follow the links below for more information on how we are making banking easier.

View Demo 

Real-Time

• Real Time balances, including up-to-the-minute transactions with full descriptions of pending transactions will keep you on top of your account activity.
• All transactions can be assigned categories and additional descriptions to avoid confusion.

Security

• Multi-factor security & extra layers of authentication make this system among the safest and most secure available.
• Enhanced security levels for your employees allow you to grant access to specific individuals designated to administer your account(s).
• Set transactional alerts with the "Notify Me" link, for example, you can choose to receive an email when your balances drop below a specified level, when a designated check clears or when your account is logged in to.
• Check Reconciliation can protect your business from the devastating losses and decreased cash flows caused by check fraud.

Convenience

• Reset your own password 24/7.
• Quicken®/QuickBooks® Direct Connect makes it easier than ever to track your finances.
• "Accounts" page provides a comprehensive view of all accounts in Online Banking and automatically calculates total assets and total liabilities, giving you a snapshot of your finances.
• Sign up for Electronic Statements and eliminate the storage requirements of paper statements.
• Download account information easily to Quicken®, Microsoft Money® or other formats.
• Send federal tax payments electronically - EFTPS (Electronic Federal Tax Payment Service) allows you to send tax payments to federal taxing authorities.
• Consolidated ACH management including:
  • Import easily from .tsv or .csv files to create a NACHA compliant payroll.
  • Create multiple ACH templates and recurring ACH payments easily.

View Frequently Asked Questions

For more information on business accounts, online banking or any Borel Private Bank & Trust Company business solutions contact your nearest Borel Private Bank & Trust Company office, call 650.378.3700 or e-mail us at onlinecs@borel.com.