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    Home / Business / Digital Services / Amerant Bank | TreasuryConnect℠
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    Welcome to TreasuryConnectSM

    Business Customers: What to Know about the Transition from Personal Online Banking to TreasuryConnectSM

    Starting in 2025, access to your business account(s) will be exclusively through our TreasuryConnect℠ platform.

    If you have any questions about this transition, please contact us or visit your nearest banking center.

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    Important Information

    Why the change?

    In our ongoing efforts to provide you with enhanced banking services and to align with best practices for business account management, we will be transitioning business customers currently using the Personal Online Banking platform to the TreasuryConnectSM platform for business.

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    Important Information

    To ensure a smooth transition, we recommend:


    1. Saving or printing any historical transaction records you may need

    2. Making note of your existing Bill Pay and/or Zelle payees, as well as Wire Transfer templates

    3. Setting up your TreasuryConnectSM profile for access to your business account(s)

    We appreciate your cooperation during this transition and are committed to making this change as seamless as possible for you.

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    Important Information

    Action Required: What will NOT transfer


    Please note that certain items will not migrate to TreasuryConnectSM:

    • Existing payee information for Zelle and/or Bill Pay

    • Current wire transfer templates

    • Transaction history older than 90 days from the date of your TreasuryConnectSM enrollment (account statements will be available upon TreasuryConnectSM enrollment)

    • Ability to complete External Account Transfers

    Important Information

    Action Required for Zelle® Users:


    If you currently use Zelle through Personal Online Banking with your business account(s), to prevent service interruptions, please ensure you enroll in Zelle through TreasuryConnectSM.

    Need Assistance?

    Contact us at:
    Phone: 305-629-1260 | Toll-free (US): 1-866-806-8125
    Toll-free (VE): 0800-100-5469

    HOURS:
    Monday through Friday
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    Business/TreasuryConnect℠ – 8:00 am to 6:00 pm ET

    Saturday through Sunday
    Personal – 8:00 am to 5:00 pm ET

    What You Can Expect and What You Need To Do

    Will NOT Transfer Will Transfer

    Payees

    Action Needed: Save Existing payee information for Wire Transfers, Zelle, and/or Bill Pay.

    Templates

    Action Needed: Save current Wire Transfer template(s).

    Transaction History

    Action Needed: Save all transaction history.

    External Account Transfers

    No Action Needed

    Account Information

    User ID

    Statements

    What Our TreasuryConnectSM Platform Can Do for You

    Amerant TreasuryConnect℠ for Small Business offers a secure, streamlined tool to manage every part of your business’ finances. Pay bills and loans, send domestic and international wires, stop payments, view account details, and more 1

    Answers to Questions

    In our ongoing efforts to provide you with enhanced banking services and to align with best practices for business account management, we will be transitioning business customers currently using the Personal Online Banking platform to the TreasuryConnectSM platform for business.

    Yes, however, please be on the lookout for any emails received from Amerant Bank related to your online banking access, as the email will contain additional information related to your access.

    Yes, you will need to enroll into Zelle® once you log into TreasuryConnectSM. This enrollment will reflect under the business name and will not be tied to your personal Zelle® enrollment if you have any personal accounts with Amerant.

    Yes, you will need to enroll into Bill Pay once you log into TreasuryConnect<supSM. This enrollment will reflect under the business name and will not be tied to your personal Bill Pay enrollment if you have any personal accounts with Amerant.

    Yes, the Amerant Business Mobile app is available in the Apple and Google Play app store for iOS and Android devices.

    Yes, all statements as of 2023 will be available upon login.

    No, you will need to download all of your transactions if using QuickBooks or Quicken. TreasuryConnectSM will not display transaction history older than 90 days forom the date of your enrollment. You will have a period of 30 days to download the information from your Personal Online Banking profile.

    In this scenario, your business accounts will be moved to TreasuryConnectSM, and your personal accounts will remain in your Personal Online Banking. You can continue using Personal Online Banking to view and access your personal accounts.

    There are no fees associated with enrolling in TreasuryConnectSM, as you will be enrolled in our Micro package. However, if you do require additional products or profile users, please reach out to your Relationship Manager for additional information.

    Yes, TreasuryConnectSM is available for both domestic and international clients.

    If you only have business accounts tied to your Personal Online Banking access, then your access will eventually be discontinued. You will receive email notifications prior to having your profile discontinued. To view and transact to/from your business accounts, please enroll or continue using TreasuryConnectSM.

    Yes, you will have the ability to re-enroll in Personal Online Banking after your personal account has been opened.

    As part of our efforts to migrate business accounts to TreasuryConnectSM, Personal Online Banking will no longer allow business accounts to sync to personal profiles.

    Your relationship manager will be contacting you in the upcoming weeks to initiate your onboarding to TreasuryConnectSM. If you prefer not to wait, please contact your relationship manager directly to enroll in TreasuryConnectSM.

    During this time, you can continue accessing your business accounts through Personal Online Banking. Once you have been enrolled, you will receive email reminders that will let you know when your Personal Online Banking access will be discontinued.

    Please contact your relationship manager for additional information related to this request.

    See MoreSee Less

    We’re Here to Help

    Contact us at:


    Phone: 305-629-1260 | Toll-free (US): 1-866-806-8125
    Toll-free (VE): 0800-100-5469

    HOURS:
    Monday through Friday
    Personal – 7:00 am to 8:00 pm ET
    Business/TreasuryConnect℠ – 8:00 am to 6:00 pm ET

    Saturday through Sunday
    Personal – 8:00 am to 5:00 pm ET

    1 For additional fees, please refer to our Schedule of Fees.

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