Get Ready for the New Online Banking | Pinnacle Financial Partners
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Overview of the New Online Banking

Pinnacle has introduced a new online banking system to our clients in the Carolinas and Virginia. Our goal is to make your transition as seamless as possible.

If you have questions, our Client Service Center is available 24/7 at (877) 306-2118.

To help you navigate the new system, we've put together videos that show you around and how to use some of the features you'll enjoy.


How to Get Ready for the Switch

You'll want to be sure you have everything in place and ready the first time you login. Most of your information has automatically converted to the new system. The exceptions are eBills, (which can be reconnected easily in Bill Pay), person-to person payments and any account and security alerts. Here are a few things you need to know to get everything in place.

  • The first time you log in, it needs to be from a web browser, not the mobile app.
  • You will use your current online banking username as the Access ID. Information about your temporary password can be found in the FAQ.
  • You'll be prompted to accept the user agreement, change your password and establish security questions.
  • You can now reestablish your connections to account software like Quicken and QuickBooks. Visit MyPinnacle.com/Intuit for instructions.
  • You can also reestablish any account and security alerts.
  • Check your upcoming transfers and bill payments to ensure everything came over correctly.
  • If you scheduled any bill payments after noon ET on Monday, Nov. 4, you'll need to reestablish them.
  • Download the Pinnacle Financial Partners personal banking app for iPhone, iPad or Android from your app store.

Remember that a Pinnacle associate is just a phone call away. Reach out to your office with questions or call our 24/7 Client Service Center, where you will always get a human being on the line.

Pinnacle Client Service Center
Online Banking
877-306-2118


Frequently Asked Questions

How do I log in the first time?

The first time you log into the new Online Banking system, you will need to do so through PNFP.com or MyPinnacle.com, either on a computer or through a mobile web browser. There is a version of the new system optimized for mobile browsers. You will use your current online banking username as the Access ID. Your temporary password will be your username plus the last four digits of your social security number (for personal banking) or your company's Tax ID number (for small business banking).

Examples:
Username/Access ID: JohnDoe
Password: JohnDoe1234
Username/Access ID: AcmeAdmin
Password: AcmeAdmin1234

The system will ask you to accept the new Online Banking Agreement, set up your security questions and reset your password. These can only be done through a computer or mobile browser, not through the mobile app.


I'm having trouble logging in for the first time. What should I do?

Here are some questions you can answer to find the likely trouble spot.

  • Are you using the temporary password we provided? Remember that your temporary password will be your username plus the last four digits of your social security number (for personal banking) or your company's Tax ID number (for small business banking).
    • Examples:
      Username/Access ID: JohnDoe
      Password: JohnDoe1234
      Username/Access ID: AcmeAdmin
      Password: AcmeAdmin1234
  • Are you logging in from a web browser? The first time you log in, you must do so in a web browser, not the mobile app.
  • Your online banking login credentials are case sensitive. Are you entering your Access ID and password exactly as they should be, including capital vs. lower case letters?
  • Did you get an email notice about adding an exclamation point (!) to your Access ID? Some IDs encountered conflicts and had to be modified at conversion by adding a ! to the end. 

If you still have trouble after answering these questions, please call our Client Service Center at 877-306-2118.


Will my accounts automatically convert to the new Online Banking system?

You will have access to all the same accounts you do now, all with the same account nicknames.


Will I need to download a new mobile app?

Yes, we will offer two separate apps: one for personal banking and one for business banking. They are both available for download right now, but you will be unable to use it until Nov. 12 when we convert your account to the new system. The first time you log into the new Online Banking system, you will need to do so through the website, either on a computer or through a mobile web browser. There is a version of the new system optimized for mobile browsers, and text banking will still be available.


How can I learn how to use the new Online Banking system?

You will have many opportunities and different ways to learn, including on this website. As we get closer to Nov. 12, instructional guides, videos and other training materials will be available at MyPinnacle.com/OLB. You can also reach out to the Online Banking team in Pinnacle’s Client Service Center at 877-306-2118.