Transition Checklist

Get your business accounts ready for the change.

Here are the steps you need to take to prepare for the changes ahead.

Prepare for the changes ahead with this transition checklist. What won't change? Our dedicated staff will always be here to serve your business needs.


During the Critical Client Verification Period, April 29 – May 17

All Users Should:

  • Log in to the new Atlantic Union Bank Business eBanking using the Company ID and password sent to you. You can use your existing User ID unless your User ID is one of a few, rare instances where it needed to be changed. If that's the case, you would have received a communication from us with that information.
  • Begin to familiarize yourself with Business eBanking by navigating through the system.
  • Verify that ACH and Wire templates created prior to April 19 converted correctly, as well as their funding accounts.
  • Set up your online banking by personalizing your password and changing your address, email or phone if needed. You can also set up alerts at this time.
  • If you are an “Approver” of Wires or ACH, download Atlantic Union Bank’s Business Authenticator mobile app from the App Store or Google Play and activate it.

Account Admins Should:

  • Manage users and their service entitlements, account entitlements, and limits. (Exceptions: Positive Pay, Bill Pay, eStatements, Mobile Banking, and Remote Deposit Capture).
  • Review/update users’ phone numbers.
  • Ensure “approvers” have downloaded and activated the Atlantic Union Bank Business Authenticator mobile app to approve ACH and/or Wire transactions.
    If you need to add or edit users as Approvers of ACH and/or Wire transactions, log into Business eBanking, click on “Administration” and then on “Manage Users.”
  • Review dollar limits per approver, and set the number of approvals per transaction.
  • Please be aware that the default decision for Positive Pay exception items that you selected will be carried forward into Business eBanking.

During this period, you will not be able to see CD or Loan information.

Starting May 20

You will be able to access the new Business eBanking system directly at AtlanticUnionBank.com. We recommend doing the following:

  • Log in to Atlantic Union Bank’s Business eBanking at AtlanticUnionBank.com.
  • If you have not already done so, and you’re an “Approver” of Wires or ACH, download Atlantic Union Bank’s Business Authenticator mobile app from the App Store or Google Play and activate it.
  • Enroll in eStatements if you have not already done so.
  • Setup eBills and manage (add, edit, or delete) bill payment payees.
  • Schedule ACH payments, wire transfers, and transfers (internal and external).
  • Entitle users for Positive Pay, eStatement, Bill Pay, Mobile Banking, and Remote Deposit Capture.
  • Download the Atlantic Union Bank Business mobile app from the App Store or Google Play, or the tablet app from the App Store, Google Play or Amazon Appstore.
  • Connect to QuickBooks and/or Quicken following the instructions available online.

Important Notes About ACH File Upload – Changes Required by Monday, May 20

If you are uploading an ACH file within Business eBanking, please note the following changes about the NACHA file Header Record effective 05/20/2019:

  • The Origin information that is found on Line 1, field number 4, field position 14-23, must begin with a blank followed by the nine-digit value of 222222223
  • The Destination information that is found on Line 1, field number 3, field position 04-13, must begin with a blank followed by Atlantic Union's nine-digit ABA number (051403164).

Below is an example of the new NACHA file Header Record broken out with an explanation of each piece:
101 051403164 2222222231907281432A094101FIS HORIZON FIS BUS EBANKING

Data Reflected Above Data Element Name Field Length
1 Record Type Code 1 1
01 Priority Code 2 2
051403164 Destination 3 10
222222223 Origin 4 10
190728 Creation Date yymmdd 5 6
1432 Creation Time hhmm 6 4
A File ID 7 1
094 Record Size 8 3
10 Blocking Factor 9 2
1 Format Code 10 1
FIS Horizon FIS Bu Origin Name 11 23
Ebanking Reference Code 12 23
Apr 28


Critical Client Verification Period begins. Please be sure to log in and verify your information.
 
ACH & Wire customers should download and activate the Atlantic Union Bank Business Authenticator mobile app.

May 15


Critical Client Verification Period ends at 5 p.m. (ET).

May 16

 
AccessConnect® Online Banking will be available until 5 p.m. (ET).

May 19


Atlantic Union Bank Business eBanking and Business Mobile App will be available at 8 a.m. (ET).

Atlantic Union Bank Customer Care and Treasury Services Support will be available at 8 a.m. (ET).

May 16


2 p.m.
While Access National and Middleburg debit cards are being transitioned, some customers may experience temporary limits to large purchases until Monday, May 20 at 8 a.m. Please plan accordingly.
 
5 p.m.
Access National and Middleburg branches will close.
 
Access National and Middleburg Customer Support will close.
 
AccessConnect® Online Banking will go into view-only mode.
 
Access National Bill Pay will no longer be available.

May 16


AccessConnect® Online Banking and Telephone Banking will not be available

May 19


8 a.m.
Atlantic Union Bank Online Banking will be available.
 
Atlantic Union Bank Personal Mobile App will be available.
 
Customers can access Atlantic Union Bank Telephone Banking and create new PINs.
 
Atlantic Union Bank Customer Care Center will be available to assist all customers.