West Coast Bank Conversion Center

West Coast Bank Conversion Center

Personal Online Banking Conversion

Temporary User ID

Temporary Password

Watch for your Premier Personal Online Banking user ID and password
You will need both your temporary user ID and temporary password to access Premier Personal Online Banking for the first time as of August 26, 2013. You will not need separate login credentials to access Personal Bill Pay. Call us
at 1-877-754-5074 if you don’t receive your new credentials by August 16, 2013.

Service Interruptions
The former West Coast Bank Personal Online Banking System will be accessible with limited functionality durning the conversion weekend. Click here for more information.

First-Time Login Instructions
Follow these instructions to log into Premier Personal Online Banking for the first time as of August 26, 2013.

Personal Online Banking Conversion Questions & Answers
Click here to view answers to questions regarding the transition of your former West Coast Bank Personal Online Banking service to Columbia Bank.

 

Viewing Transaction History

View Your Running Balance

Follow the steps below to view your running account balance.

  1. From the Accounts Dashboard, select the account from the List of Accounts for which you would like to view your running balance
  2. From the drop-down menu in the Transaction Activity section choose to view your running balance by your recent transactions, previous statement, current statement, or current business day

Quicken/Quickbooks Help

Beginning August 26, 2013, you will need to modify your Quicken or QuickBooks settings to ensure the smooth transition of your account information after the conversion. You must be logged into your new Online Banking account in order to complete the transfer of information.

Please locate the version you are using below for complete instructions:

 

 

Mint.com

  1. Log into Premier Personal Online Banking for the first-time and create your new, permanent user ID and password
  2. Log into Mint.com and update your login credentials using your new, permanent user ID and password
  3. Update your bank name to Columbia Bank

 

Accessing Turbo Tax

Accessing Turbo Tax instructions:

  1. Go to www.turbotax.com
  2. Click on “Existing Customer – Sign In”
  3. Click on “Can't access your account?”
  4. Click on the 3rd option “I forgot my user ID and/or password and cannot access my e-mail”.
  5. Enter your information then press “Continue”
  6. Answer security question (this is a question that would have originally been setup through online banking).  Then click “Continue”.
  7. Your Turbo Tax username will be displayed at the top.  You will also be able to update your email address as well as setup your new turbo tax password.  Then click “Continue”.
  8. A confirmation page will be displayed

Creating eAlerts For Your Account

Follow the steps below to set up an eAlert.

  1. From the Premier Personal dashboard, select “eAlerts” from the top of the screen
  2. Select “Checking and Savings”
  3. Select “Setup New Alert”
  4. Select the type of alert you’d like to receive and click “Next”
  5. Complete all sections for the alert you’d like to establish
  6. Select the method of delivery, Email or Mobile*, in the "Send To" dropdown box
  7. Complete the appropriate sections; either email address or mobile phone number and mobile phone carrier. Be sure to include your area code if you choose text alerts. Click “Finish”

Please note: Alerts must be established individually for each account.

*Your mobile phone carrier's text messaging charges may apply.

Creating Nicknames For Your Account

Follow the steps below to create nicknames for your accounts.

  1. From the Premier Personal dashboard, select “Options” from the top of the screen
  2. Scroll down to “Account Nicknames” and select “edit”
  3. Select the box next to the accounts for which you’d like to create a nickname
  4. Type in your nickname and select “Submit”

Please note: Nicknames created for SMS text-based Mobile Banking are different than nicknames that appear in web-based Mobile Banking and in Premier Personal Online Banking. For example:

Premier Personal Online Banking: Nicknames created using the instructions above will appear in Premier Personal Online Banking.

Web-based Mobile Banking: Nicknames created using the instructions above will appear in web-based Mobile Banking.

SMS text-based Mobile Banking: Nicknames created from within the Mobile Profile section of Premier Personal Online Banking will only appear in SMS text-based Mobile Banking.

Setting Up Scheduled Transfers

Follow the steps below to create a scheduled transfer.

  1. From the Express Transfer widget of the Premier Personal dashboard, select the “Advanced Scheduled Transfers” link
  2. Select the account from the drop down box from which you’d like to create a recurring transfer
  3. Select the account from the drop down box into which you’d like to create a recurring transfer
  4. Choose the frequency of the transfer
  5. Input the amount of the transfer
  6. Select the start date of the recurring transfer
  7. If you are scheduling a recurring transfer, enter the number of times this transfer should occur. You may enter “999” to schedule an indefinite recurring transfer
  8. Select “Submit”

Changing Your Authentication Image

Follow the steps below to change the image you see when logging in to Premier Personal.

  1. From the Premier Personal dashboard, select “Options” from the top of the screen
  2. Scroll down to “Set Security Data” and select “Edit”
  3. Under your current image, select the link that says “Change Image”
  4. Select a category to search for new images. You may click on “More Images” to see more images in the category you select
  5. To select, double click on the image
  6. Type in a new Authentication Pass Phrase or leave your current phrase.
  7. Select “Submit”