We have an App for That! Visit your mobile app store on your smartphone and search for the “Touch Banking” app. Download, enter code “rbmobile” and sign in using your online banking credentials.
To enroll in mobile deposit, you must first be a current online banking customer and have the Touch Banking app installed. Then contact a Universal Banker using the contact us form or call us at (507)331-2493 to be set up.
The Card Valet App allows you to turn your debit card on or off, set alerts, and limit transactions by merchant or location. Visit your mobile app store and search for “Card Valet”. Download and enter your information when prompted. Then use the control and alert preferences screens to set up alerts and limit transactions.
QuickBooks allows you to manage your accounts on your personal computer. To download your transactions into QuickBooks, use one of the following options:
Webconnect: In Business Online, In the Account, choose the date range you wish to export. Click on the “Export as QBO” box. If the “Export as QBO” is not displayed, choose the “Change export format” link and then choose to export as QBO.
Then name and save the file on your computer.
Under the Banking tab on the top of the screen, choose Bank Feeds and Import Web Connect File.
Browse to the location where you saved the export file and click open.
Choose transaction list to view the imported transactions. Under the Action column choose how to handle each transaction (add, match, ignore).
Direct Connect: Allows you to connect directly into Reliance Bank’s Online Banking system from within QuickBooks.