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Help & Support

Online and Mobile for Business

Online and Mobile for Business – Getting Started

Online and Mobile Banking has new features inside the 1st Source Bank app for business.  This modern, streamlined experience makes managing your finances easier than ever.  The intuitive features and easy navigation let you spend less time on administrative tasks and more time focusing on growing your business.

With our enhanced app, you’ll be able to:

  • Manage Accounts: View and manage both business and personal accounts, and access detailed transaction histories.
  • Transfer Funds: Seamlessly move money between accounts, schedule future transfers, and handle loan payments and advances.
  • Control Access: Add, approve, or remove users, giving your team the right permissions to manage day-to-day finances.
  • Stay Organized: Customize eStatement delivery, set up alerts and notifications, and manage your account preferences with ease.

We believe you’ll love the convenience and power of our new platform. Dive in, explore the features, and let us know how we can make your experience even better!

(Currently, Online and Mobile for Business is invite-only.  If you’d like to participate and give us your feedback, please contact your business banker.)

Getting Started Checklist:

  • Enrolling and Logging In
  • Adding and Managing Users
  • Approving a Business User
  • My Accounts

Online and Mobile for Business vs. Online and Mobile Personal

Online and Mobile for Business is a suite of add-ons packaged within our Online Banking platform and accessed using a separate username and password. Some features are the same no matter what login information you use, while others are added or removed depending on which set of login information you use.

What’s the same:

 

Browser requirements and Compatibility test
Login screen and login fields
Username and password requirements
MFA experience
Password lockout and reset process
Home Page look and feel; My Accounts widget
My Settings: mostly the same options

What’s different:

 

Multi-TIN access in BB
System-assigned temporary password and username
Entitlements more advanced vs Shared Access in OLB
Cross-TIN transfers in BB (interface-dependent)
BB: alerts sent via email only; OLB: alerts sent via email or text
Menu and navigation

 

  • Online and Mobile for Business · Dec 2nd, 2024 Online and Mobile for Business - Enrolling and Logging In
  • Online and Mobile for Business · Dec 2nd, 2024 Online and Mobile for Business – My Accounts
  • Online and Mobile for Business · Dec 2nd, 2024 Online and Mobile for Business - Approve a Business User
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