Our Quick Reference Guide will help you get started using the all-new Jefferson Bank Online Banking.
We are enhancing our Online Banking system as part of our ongoing effort to provide you with an intuitive and interactive online banking experience. The new Online Banking system offers robust Online Banking functionality on all of your devices and will enable you to bank anytime, anywhere.
The Online Banking upgrade is scheduled for April 24, 2017.
The computer you use must meet the following minimum requirements:
- Standard PC or Mac® with at least a 1-GHz processor and 1 GB of RAM.
- Available browser updates applied for improved security that provides anti-virus and spyware protection.
- Microsoft® Windows® Vista Service Pack (SP) 2 and 3, Microsoft Windows 7/8/10, or Mac OS X.
Note: Microsoft stopped supporting Windows XP and XP-compatible Internet Explorer (IE) in April 2014, including security updates. XP users who do not upgrade their operating systems should replace IE with Google Chrome™ for an up-to-date, secure Internet browser.
- Cable, Digital Subscriber Line (DSL), or Integrated Services for Digital Network (ISDN) Internet connection. (Dial-up connections are not supported.)
Note: Satellite connections often have difficulty supporting encrypted, Hypertext Transfer Protocol Secure (HTTPS) applications. Since Jefferson Bank Online Banking is HTTPS-encrypted for the safety of your financial information, some satellite cable connections may exhibit slow responses.
Display requirements
Desktop and laptop displays can be any height but must support at least a 1300-pixel width. Otherwise, you will need to scroll horizontally to see the entire Jefferson Bank user interface.
PDF Reader requirements
Jefferson Bank recommends the most recent version of Adobe® Reader® available for desktop and mobile devices unless your e-statement provider recommends a prior version. If you choose to use a third-party PDF vendor, Jefferson Bank cannot guarantee documents will appear as intended.
Browser requirements
Browser support is subject to change with little to no notice and we encourage end users to configure browsers for automatic updates. Use the most recent versions available for the browsers listed in the following table for the most secure experience in Jefferson Bank Online Banking. If you try to log in without a compatible browser, you will be redirected to a website to download a new version of the browser.
Note: For the most secure and consistent experience on mobile devices and tablets, use the Jefferson Bank Online Banking App instead of mobile browsers.
Some minimally supported browsers, as listed below, may show minor behavioral or cosmetic differences for Jefferson Bank Online Banking, but will generally support the most important features and functionality.
PC browser compatibility
| Browser |
Windows |
Windows 7 |
Windows 10 |
|---|---|---|---|
|
Google Chrome 37 and later |
⬤ | ⬤ | ⬤ |
|
Microsoft Internet Explorer 11.x |
x | ⬤ | ⬤ |
|
Microsoft Edge™ |
x | x | ⬤ |
|
Mozilla® Firefox® 33 and later |
⬤ | ⬤ | ⬤ |
- Microsoft Windows 7 SP 1 is required for Internet Explorer 11 support.
- Microsoft Windows 8.1 is required for Internet Explorer 11.
- Jefferson Bank Online Banking is not compatible with Safari® on Microsoft Windows, as Apple discontinued development of security patches for Microsoft Windows. However, Jefferson Bank Online Banking is compatible with Safari on Mac OS X 10.8, as shown in the next table.
Mac browser compatibility
| Browser | Mac OS X 10.6 – 10.11 |
|---|---|
|
Google Chrome 37 and later |
⬤ |
|
Safari 6-8 |
◒ |
|
Safari 9 |
⬤ |
|
Mozilla® Firefox® 33 and later |
⬤ |
Jefferson Bank Online Banking app requirements
This section describes the operating systems, connection types, and camera resolutions that are compatible with the Jefferson Bank Online Banking App that end users can download from the Apple Store (for iOS devices) or Google Play (for Android™ devices).
Note the following details about Jefferson Bank Online Banking App:
- A valid email address and telephone number are required.
- Q2mobility Apps function best when the GPS or native mapping app (also called Location Services) is enabled.
- Mobile browsers, such as Safari, are not supported. Use the Jefferson Bank Online Banking app instead.
When requesting customer support for the Jefferson Bank Online Banking app, please identify the model and operating system of the device and, if applicable, confirm that the camera is rear-facing.
Android™ compatibility
| Version | UUX 4.x |
|---|---|
|
Android 4.0.3 and later |
⬤ |
Apple® iOS compatibility
| Version | UUX 4.x |
|---|---|
|
iOS 7.x |
x |
|
iOS 8.x |
◒ |
|
iOS 9.x |
⬤ |
|
iOS 10.x |
⬤ |
The following mobile operating systems are NOT compatible with the Jefferson Bank Online Banking app:
- Windows Phone®
- Blackberry®
- Kindle Fire™
Mobile connectivity
| Connectivity | UUX 4.x |
|---|---|
|
3G |
◒ |
|
4G LTE |
⬤ |
|
WiFi |
⬤ |
Note: Devices that do not have Location Services or native mapping applications do not support branch/ATM location functionality.
A mobile device with a rear-facing camera is required to deposit checks with the mobile remote deposit capture (mRDC) functionality in the Jefferson Bank Online Banking app. The following table provides camera resolution compatibility.
mRDC camera compatibility
| Camera resolution | UUX 4.x |
|---|---|
|
Less than 1.9 megapixels |
x |
|
1.9 - 4.9 megapixels |
◒ |
|
5 megapixels or higher |
⬤ |
Third-party account management software
Note the following details about third-party account management software compatibility with UUX 4.X:
- Microsoft Money: We are aware that some customers can export Account History successfully from Jefferson Bank Online Banking to the most recent versions of Microsoft Money. However, Microsoft itself no longer supports those products; therefore, Jefferson Bank cannot guarantee the reliability of exports to them. The use of Microsoft Money with Jefferson Bank data is solely at the customer’s discretion.
- Intuit® Quicken® and QuickBooks®: Supported versions of Quicken and QuickBooks are dependent on the financial institution’s contract with Intuit. Refer to the Quicken Discontinuation Policy for details about discontinued Quicken services and application versions.
As Jefferson Bank completes its Online Banking upgrade, you will need to modify your Quicken/QuickBooks settings to ensure the smooth transition of your data. The documents below provide instructions for the required changes and provide important dates for modifications that are time-sensitive. The process should take 15-30 minutes.
Select the instructions below based on your software and computer platform (Windows or Mac OS).
If you cannot access Online Banking or Jefferson Bank Mobile Banking please call us at (210) 734-4311.
Use the current password that you used on the prior Online Banking system. The system will prompt you to change your password after you complete additional steps to verify your identity.
Yes, of course! We offer Touch ID or a 4 Digit Passcode for your Mobile App.
A Secure Access Code is a security feature that validates contact information that currently resides on the Bank records, to authenticate your identity.
As part of your initial login experience, your Secure Access Code will only be delivered to the contact information on file within our current Online Banking system. Once you have logged in successfully, you can add or edit Secure Access Code delivery methods by clicking on the “Settings” option from the left hand navigation, selecting “Security Preferences” and clicking on the option for “Secure Access Code Delivery.”
If you opt to receive your Secure Access Code via text, you will receive a text from 864-34. Use the Secure Access Code that appears in the message portion of the text, not the number the text is sent from. If you have requested the Secure Access Code be sent more than once, use the Secure Access Code you received last.
Each Secure Access Code is unique and is only valid for a limited time. If you’re not able to enter the Secure Access Code within that time period, you will need to request that a new one be sent.
Use the Secure Access Code via the delivery method you requested most recently.
The Secure Access Code is only valid for a limited time. If you’ve “timed out,” just hit the back button to begin again.
This is a security feature to protect your Online Banking session. You should only register your PC or Mobile Device that you own.
If you are being prompted to register your computer every time you login, your browser might not be allowing cookies. Online Banking places a cookie on your computer when you register your browser. This lets Online Banking system know that you have confirmed and trust the computer being used. If you are not accepting cookies, or deleting them, then you will be prompted to register your computer.
Note: If you have a security program that clears your Internet cookies, or if you clear them manually, you will be required to re-register your computer. You may choose to adjust this setting in your browser’s Tools or Internet Options settings and add JeffersonBank.com as a trusted site.
Cookies are small text files placed on your hard drive that permit websites to store information about your visit. In most instances, this information is used to personalize subsequent visits to the website or to remember any personal settings or customization available to you on the site. Most cookies are harmless, particularly when received from websites such as your personal online banking site for your financial institution.
No, if you are accessing Online Banking from a personal/trusted computer, register that device and you will periodically use a Secure Access Code when accessing Online Banking from that device.
You will have to retrieve a Secure Access Code each time you try to login to Online Banking from a device that is not registered.
To ensure proper functionality, we recommend using the most recent versions of Internet Explorer, Firefox, Chrome, and Safari or better for browser software.
To determine what browser and version you are using follow these simple instructions.
Open your browser, click onto Help at the top, select “About” (name of browser, Help will display the version of the browser you are using).
In addition to standard functions like checking your balance, paying bills, printing statements and transferring funds between Jefferson Bank accounts, Online Banking now offers advanced functionality, including:
- View history and transfer funds without leaving the page
- Nickname or reorder your accounts
- Secure Message Center
- Transfer funds to and from checking, savings and loan accounts
- External linking of accounts for Transfers to other Financial Institutions
- Secure access login and security setting options
- Personal Financial Management System
- Activate, Suspend and Report/Lost Stolen Debit Cards
- Receive Account, History and Date Alerts by Text or Email
- Customize your Online Banking with nickname, display of accounts, grouping and much more!
Absolutely. Our new Online Banking system will provide you the ability to bank anytime, anywhere, from any device conveniently and securely. You can download the app on any Android or Apple device, and it will provide a consistent experience with banking from your desktop. If you're on a platform that isn't Android or Apple, you can always access Online Banking via your HTML-compatible mobile browser.
Any type of online activity you initiated via the Online Banking system to include Funds Transfers, Stop Payments, Updates on your Account, and Contact Info (such as Change of Address). Use the “Search Transfer” section to search for a specific transaction type.
Your online activity remains available for a minimum of 24 months.
Yes, any recurring transfer you currently have in Online Banking will convert over to the new Online Banking system. If you would like to set up additional recurring transfers just go to Transfers and then click on “Funds Transfers”.
Use the “Manage Card” option from the navigation pane to Activate a new card, permanently Deactivate a lost or stolen card, or temporarily Suspend your card.
Select “Stop Payment” from the navigation pane and complete the required fields to include the account number, check number, payee, amount, date of check and reason for stop payment. Stop Payment is in effect for six months.
Yes, the standard $30 Stop Payment fee applies.
The Stop Payment feature is for checks only. If you must place a Stop Payment for ACH transactions, please contact our Customer Inquiry Department at (210) 736-7600.
The Stop Payment feature is for single checks only. If you must place a Stop Payment for multiple checks, please contact our Customer Inquiry Department at (210) 734-4311.
Yes, all the accounts previously enrolled in eStatements will be converted to the new Online Banking system.
You will receive an email to notify you when your statement is ready for your review. Simply logon to the Online Banking system and click eStatement/Notices to retrieve your statements.
After you login into the Online Banking system, simply click on “Services” then click on eStatement/Notice.
Yes, check images are part of the eStatement service offered by Jefferson Bank.
Yes, send us a secure message on the Message Center and provide us the following information on the Additional Recipient: Name, Email Address, Mobile Phone and Account numbers.
The Additional Recipient will receive an email when the statement is ready to be viewed. The Additional Recipient simply needs to login with their Login ID and Password to retrieve your eStatement from the eStatement/Notice section on the navigation pane.
Send us a secure message on the Message Center and provide the following information for your Additional Recipient: Name, Email Address and Account numbers. We will remove the Additional Recipient within 2 business days.
Click on the “Update Account Info” from the navigation and select the accounts to update your physical address and email address for your eStatement/Notices.
