Personal Online Banking Upgrade Resource Page

Personal Online Banking Conversion Resource Center

We're excited about the coming conversion and we hope this one-stop-read helps to answer questions you might have.

MB&T's new Online Banking and mobile app will launch October 19, 2020.

Conversion Timeline

31 Aug
1 Sept
15 Oct
16 Oct
19 Oct
26 Oct

Conversion Notification
August 31, 2020
Our first notice regarding the conversion went out to clients via email. Try searching “IMPORTANT NOTICE: MB&T Online Banking” in your email box if you are looking for the notification.
Make sure your contact information is up to date
September 1, 2020
Make sure your contact information is up-to-date by logging into Online Banking. Navigate to the Settings tab and click Profile Update. Here you will be able to view and update your contact information. We will be sending key information regarding the conversion by email, and your phone number will be used to verify your identity when you log into the new system for the first time.
Make any last payments in Bill Pay
October 15, 2020
This is the last day to make a payment in Bill Pay before the conversion. If you have any electronic payments set up to pay individuals (Direct Deposit), please take note of those payees as they will not convert to the new system. Alternative payment options will be available.
Download your Quicken or QuickBooks files
October 16, 2020
Once you are on to the new system you will have your choice of how you want to transfer data to Quicken or QuickBooks – Web Connect or Direct Connect. Whatever your preference, we will have detailed guides on our website to lead you through process to reconnect your accounts.
Conversion Day!
October 19, 2020
Today is the day you can log in and experience the new design and functionality of your new MB&T Online Banking system! We are making your first-time login simple – just enter your current User ID and Password and then verify your identity by entering a verification code sent by call or text to your phone number on file. It’s that easy!
Introducing Zelle^©
October 26, 2020
Zelle will launch shortly after the online banking conversion, and will be located on the Payments page. If you’re not familiar with Zelle, it’s a fast, safe and easy way to send and request money online or through our mobile app. Learn more here.

Exciting New Features

Credit Pulse^™

Easy access to your credit score and credit report, plus helpful tips for improving your credit.
Introducing Zelle^®

The fast, safe and easy way to send and receive money with friends and family.

Learn more
Bill Pay with eBills

Enjoy new features including auto payments and alerts.

Learn more
Direct Connect to Quicken^® or QuickBooks^®*

Securely download your account information.

Learn more

Great Functionality. New Features. Fresh Design.

View balances and transactions.
View cleared checks and deposited items.
Transfer funds internally, externally, and to other MB&T account holders.
Pay and advance from MB&T loans and Lines of Credit.
Enroll in and view/print/download eStatements.
Bill Pay (NEW!!! eBills and Zelle^® )
NEW!!! Single-Sign on to CardControl for mobile.
Mobile Deposit
Quicken/QuickBooks Compatible (Web Connect and NEW!!! Direct Connect*)

*Requires approval. Additional fees may apply.

How you can prepare for conversion?

Important! Please ensure your email address and phone number are up to date in the current online banking system by going to Settings – Profile Update.

Be ready to download our new and improved mobile apps for Online Banking and CardControl (formerly CardValet®).

If you use Quicken or QuickBooks, keep a look out for our instructions regarding reconnecting your accounts after migration.

We’ll be in constant contact with you by email over the next few weeks to provide resources and tips to prepare for this upgrade and notify you of your migration date. If you have any questions or concerns, please reach out to your Personal Banker, or call our Service Center at (805) 963-7511, M-F, 8am-6pm.

Find Us

We're always here to help with any questions you have.

Schedule an appointment ATM & branch locations Call us at (805) 963-7511

Personal Online Banking Conversion Resource Center

Conversion Timeline

Conversion Notification

Exciting New Features

Credit Pulse™

Introducing Zelle®

Bill Pay with eBills

Direct Connect to Quicken® or QuickBooks®*

Great Functionality. New Features. Fresh Design.

How you can prepare for conversion?

Find Us

You are leaving our web site.

Credit Pulse^™

Introducing Zelle^®

Direct Connect to Quicken^® or QuickBooks^®*