UBT Business Conversion

If you have internal transfers or loan payments that are set up to transfer after March 14 (including scheduled and recurring loan payments), please set them up again using the instructions below: 

1. Select the Send Money tab.
2. Select Internal Transfer or Loan Payment. Internal Transfers may also be accessed via the Quick Link on the home page.
3. Internal Transfer: Select the accounts and enter the amount. To set up as recurring, select the frequency.
4. Loan Payment: Select the accounts and payment type, then enter the amount. To set up as recurring, select Make this a recurring transaction and select the frequency. 

Wire templates will not convert to the new system. To simplify the process for you to re-enter these in UBT Business, you should have access to a report outlining your current wire template information. Note: Before you re-enter a recipient, please evaluate whether you still have accurate information for the recipients you pay via wire. If you no longer need to pay a recipient, there’s no need to re-enter. 

Now that we have converted to UBT Business, Quicken and QuickBooks users will need to reconnect the software to the new platform. Please reference the instructions below.