New Small Business Banking Experience

We heard your feedback and are shifting to a more modern, secure, and user-friendly platform that provides you with a seamless experience between all your devices.

The digital banking platform upgrade for businesses is coming in September 2025. Keep an eye out for additional detailed communications in the coming weeks.

Ensure you have your existing UserID and that your email address and phone number on file is up to date. This existing UserID will be your username on the new platform.

Key benefits include:

• A modern look and feel of our upgraded navigation
• Seamless banking between desktop and mobile
• Send and receive money with Zelle^® for Business
• View account balances and details
• Deposit checks from your phone
• Make payments with BillPay (available soon)
• Manage Tech CU debit cards on-the-go
• View and transact on all your accounts with one username*
• Monitor your account with comprehensive alerts

The new platform supports the latest two versions of browsers and mobile operating systems listed below. Staying up to date on the latest browser and mobile OS releases ensures your member experience is as secure as possible.

Supported Browsers: Chrome, Firefox, Edge, Safari (two latest versions)

Supported Devices: Android 12 and higher, iOS 15.0 and higher

We are not currently making any changes to the Commercial Online Banking platform. Business members can continue to access it as they do at present. Please keep an eye out for exciting updates to Commercial Online Banking in the coming months.

If you are currently using our Small Business Online Banking login for online banking and you have not used Small Business Bill Pay service in the past 24 months, then you will be migrated to the new digital small business banking platform. If you are not an active user on our current digital small business platform, you will have an opportunity to register for the new platform. You will need your member number and other personal information to register.

You can access our platform through two primary methods:

1. Click on the Small Business Banking Login under Login from our website homepage. Select NEW Small Business Banking login. Use your existing UserID (no need to use Company ID any longer. Your old UserID will become your new username). You will need to select the “forgot password” option to establish a new password for the new system.
2. Mobile App (Tech CU): Download the Tech CU app from the Apple App Store or Google Play store and use your existing UserID (now username) and password after you have updated the password in the web application.

Troubleshooting steps:

• On mobile, verify you're using the new Tech CU app; On desktop, verify you are using the new login site.
• Confirm you're using your existing UserID for your username. If you're unsure about what that is, perform a Forgot Username on the login page.
• Reset your password through the "Forgot Password" link.
• Reach our Member Contact Center at 800-553-0880 for basic login issues, or Cash Management Service Support (408-441-4752) for more complex issues.

After logging in with your current credentials, you can update your personal information by navigating to Settings > Security and editing the necessary fields.

You can update your profile information, such as profile image, nickname, time zone, etc, in the Settings widget. You can also view recent login activity within the Profile tab of the Settings widget.

Multi-factor authentication (MFA) is a security feature that requires more than one method of authentication to verify your identity. You can update your verification code preferences (Email, SMS, and Voice Call) in the Security section of the Settings widget. You can also toggle the requirements for MFA on and off for each login in that same widget.

You can update the address, email, and phone number you have on file by navigating to the Contact section of the Settings widget.

You can edit your account details in the Accounts section of the Settings widget. By clicking on the specific account whose details you wish to modify, you can change the account nickname (Shares Only), account color, and even hide the account from the Dashboard and Accounts tab. In that same section, you can also reorder the display of your accounts in the Dashboard and Accounts tab.

Any existing transaction alerts will need to be re-established on the new platform. Alerts can be found under Services & Support.

Current wire templates, ACH templates and payee should transfer over to the new platform.

Please refer to our Zelle® Business FAQ for detailed enrollment instructions.

An error could mean your email address or mobile number have already been enrolled with Zelle® at another bank or credit union. If you would like to move your email address or mobile number from the financial institution where you are already enrolled, you can click ”Yes, Continue” when prompted during the Zelle® enrollment process for Tech CU. You can also use an email address or mobile number that you have not previously enrolled with Zelle®. For more information, please review our Zelle® Business FAQ.

You can now make Bank to Bank transfers (ACH transfers) on the new platform. This is no longer a separate menu item.

• You can view your previously added external transfer accounts in two locations:
  • Transfer & Pay > Transfers > From Account or To Account

This is where you can set up the actual transfer of funds and see any external accounts that were already added to make a transfer

• Profile Icon > Settings > Accounts > ACH Accounts
  • To add a new external account to execute a transfer, click on Transfers > More Actions > Add Account or select Add an Account from the “From” and To” dropdown

No, Bill Pay is not available at this time. Bill Pay will be available in early 2026 during the second phase of the conversion.

Card Controls is now 'Card Management ' in Business Digital & Mobile Banking. Features include:

• Turning cards on/off
• Card activation
• Setting travel plans
• Transaction alerts
• Replacing lost, stolen, or damaged cards
• Updating your PIN

Card Controls is now 'Card Management ' in Business Digital & Mobile Banking. Features include:

• Turning cards on/off
• Card activation
• Setting travel plans
• Transaction alerts
• Replacing lost, stolen, or damaged cards
• Updating your PIN

Card Controls is now 'Card Management ' in Business Digital & Mobile Banking. Features include:

• Turning cards on/off
• Card activation
• Setting travel plans
• Transaction alerts
• Replacing lost, stolen, or damaged cards
• Updating your PIN

Card Controls is now 'Card Management ' in Business Digital & Mobile Banking. Features include:

• Turning cards on/off
• Card activation
• Setting travel plans
• Transaction alerts
• Replacing lost, stolen, or damaged cards
• Updating your PIN