Can I view images of checks deposited through mobile deposit online?

Yes.  Select the History option at the top of the check deposit screen within your app.  This will show you the status of all checks that have been recently deposited and allow you to view the front and back by just tapping on the item.

How do I reset my password?

After entering your password incorrectly, on a desktop, select the link that says “I can’t access my account.”  Through the mobile app, select the “Forgot Login” link.  Enter a phone number you already have established to receive one-time passcodes for online banking access and your Username.  You will then receive a temporary password at the phone number provided.

How do I know when my payee will get my bill payment?

When scheduling a payment, the time between the “send-on” and “deliver by” dates shown in bill payment will dictate how the payment is sent to the payee.  If there are 2 business days between the send-on and deliver by dates, then the payment was processed electronically.  If there are 5 business days between, then the payment was sent via check to the payee.  To confirm that a payment has been sent, in your bill payment screen, review the “Processed Payment” on the right side of the screen, as payments may not immediately be deducted from your account.

How can I change the account I am depositing into with mobile deposit?

On the mobile deposit screen, simply tap on the “To” box to open a list of all of your accounts eligible to receive deposits via mobile deposit.

Why am I getting a blank screen when accessing External Funds transfers or Popmoney?

Generally this is related to your internet browser’s settings.  Navigate to the internet settings for your browser and ensure that you are allowing sites to save and read cookie data and that you are not blocking third-party cookies.  After making the necessary adjustments, close all your browser windows, then open a fresh one and log into your online banking again.

How do I verify my account for external funds transfer?

If your external financial institution allows online verification, you will be asked to enter your online banking credentials for that institution.  Otherwise, two small trial deposits (of less than $1.00) will be deposited into your account at the external institution.  Once the deposits have been made (2-3 days later), you will need to confirm the amounts by logging into your Needham Bank online banking, access External Funds Transfer, then Settings.  Click on the “Verify” link next to the appropriate account.  You will then be prompted to enter the amounts of the two deposits.  If the amounts are correct, that account will then show as active.

How do I contact a Private Banker?

Our hand-selected Private Banking experts are your dedicated resource for banking, investment, and other financial services, regardless of your account balance.

How can I send a wire transfer?

Personal Bankers are available to send your wire transfer at any of our branch locations.

If you are a Personal Online Banking customer enrolled in NB Online Banking, you can select a secure Wire Transfer form from the “Services” menu in the online portal.

If you are a Business Online Banking customer who does not currently have access to the Wire portal, please contact our Cash Management team at 781-474-5803 or you may email [email protected] to request access.

My NB Debit Card was stolen. What should I do?

Contact Needham Bank immediately.

After Business hours, please call 1-833-337-6075. For International calls please call 1-614-564-5105.

During Business hours call 781-444-2100, when prompted hit options 2, 3, then 2 again.  You will then be directed to a branch. We will personally assist you in determining if any fraud occurred on your account and order a new card. Click here for updated hours for all branch locations.

 

I am locked out of my Online Banking account but the bank is closed. Is there a number I can call?

For after hours assistance related to online/mobile banking password changes, resets and unlocks, please call 1-833-422-5562 and selection option 2. Then option 1 for consumer or option 2 for business.

I lost my NB Debit Card but the bank is closed. Is there a number I can call?

To report an NB Debit card stolen or lost after hours, please call 1-800-264-5578 (for domestic calls) or 412-552-2698 (for international calls).

If you’re able to travel to one of our branches, we can print you a new card instantly.  You can also complete a new card application through the Online Banking interface and a new card will be ordered and mailed to you.

Why is cash flow important?

As one of the 5 C’s of Credit, cash flow is one of the key factors examined and requested by commercial bankers.

How Do I Use Quicken Direct Connect with Personal Online Banking?

Needham Bank personal accounts use with Quicken’s Direct Connect feature. Click here to learn how to set up your accounts.

How do I connect my QuickBooks or Quicken to Needham Bank with Business Online Banking?

At this time, web connect is the connection available for pulling account history from Business Online Banking into Quicken and QuickBooks. You will need to access the "Downloading Your Transactions" guide for instructions to download the account history activity into a Quicken or QuickBooks file. Then, you will import that file into your preferred program.

How do I retrieve a copy of a check that was deposited through Business Online Banking?

You can contact the Bank to retrieve copies of deposited checks by logging into your Business Online Banking account, going to Online Requests and selecting the Request Account Research link. This will allow you to specify which deposit you are looking for and submit a secure email to the Bank for processing.

Can I use Venmo with my Needham Bank account?

Yes, you can. To use the service for free, attach your account number and the Bank’s routing number (211373539) and you’ll be ready to go. If you attach a Needham Bank Debit Card to your account, Venmo charges a per-transfer fee that can be avoided by using your account number.

What should I do if my card is declined while I am traveling?

In the event you experience an unexpected decline on a purchase, please call 1-866-842-5208 if you are in the United States or 1-412-552-2697 if you are traveling internationally, so that we may rectify the issue immediately.

For your protection, if traveling outside your normal purchasing area, please let us know when and where you are traveling so we may put a note on your account. For your own account security, transactions that appear out of your ordinary spending pattern (foreign or domestic) are sometimes denied.

What is a compromised card?

A compromised card is when your debit card account number was stored in a merchant’s file which may have been exposed to potential compromise. When these situations arise, Needham Bank may issue you a new card with a new card number, for your protection.

What are your support hours for Business Online Banking?

24/7 assistance with NB Online Banking, NB Mobile, or NB Business Online.
781-444-2100 or 1-833-422-5562 (Option 2, then Option 2 for Business)

Are there requirements to use the NB Business Mobile App?

The first time you log into your NB Business Online Banking account, you will need to access it through a PC or through the web browser on your mobile device. After that, you can access the NB Business Online app to perform most of your daily activities.