Business member conversion checklist for Monday, September 15, 2025
Follow this checklist to prepare your business account for the new Digital Banking experience
- Download the new app for easy mobile access to your accounts. Go to your mobile phone’s app store and search for Peak Credit Union.
- Ensure all users have their own login credentials (including owners). Shared usernames and passwords may allow users to see each other’s personal accounts.
- Review sub-user access rights:
- Log in as the business owner.
- Go to Commercial > Users.
- Click the pencil icon next to the username, then click Assign Rights to edit and confirm permissions.
- Add a sub-user if needed:
- Go to Commercial > Users.
- Fill out the user’s information, assign a login ID and password, then click Save.
- The sub-user will receive an email to complete their setup.
- Verify external accounts:
- Go to Preferences > Account Preferences.
- External transfer accounts are listed at the bottom of the page.
- Check automatic loan payments or internal transfers:
- Go to Transactions > Activity Center to review recurring transactions.
If you have questions, visit our website, stop by a branch, send a secure message, or call us at (800) 258-3115.