New Online Banking

KleinBank has upgraded our Consumer Online Banking to provide the most innovative solutions to you. We are committed to delivering a richer online experience with more flexibility, reliability, security and control. Be sure to check out the great enhancements we are offering. If you are a current Online Banking customer, please click here to find out important information about the upgrade.

Personal Financial Management (PFM)

Our new PFM called FinanceWorks® will be included within Online Banking. This tool will allow you to manage your finances easier and faster than ever.

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FinanceWorks helps you manage your information and accounts across more than 16,000 financial institutions and credit card sites, ensure bills are paid on time regardless of the method you use to pay them, see where your money is going (including future transactions), and receive a variety of alerts about your financial status via e-mail.
  • Set up your budget
  • Understand your spending habits
  • Avoid being overdrawn
  • Track your RealBalance – RealBalance is an account total that includes not just cleared transactions, but also upcoming transactions so you know how much money you really have to spend
  • Manage bills all in one place – Regardless of how you pay your bills, you can manage them all within FinanceWorks and avoid late fees
  • TurboTax for Online Banking – Access available in time for tax season
  • Tax Reporting leverages auto categorization
  • Bill Reminders and Email Alerts
  • Expanded aggregation support gives users access to data from 16,000 external financial institutions
 
 

Mobile Banking & Apps

With new features and new ways to access your account, Mobile Banking is being updated to fit your needs. Apps will be available for mobile devices and tablets.

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  • Account activity
  • Transaction history
  • Transfers
  • Check images
  • Deposit details
  • Account alerts
  • SMS Text Banking
  • Bill Pay
  • Apps (iPhone, iPad, and Android)
 
 

Enhanced Bill Pay

Paying bills from one source will be as convenient as ever. Plus, once you have payees set up within the Bill Pay system, you can make payments to them via your mobile device.

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  • Bill payments will be debited from your account on the date the bill is due instead of the date the bill is processed, helping you manage your finances better
  • Bill Pay will be able to take advantage of your Checking Reserve, Auto Transfer Protection, or Balance Backup to ensure payments are delivered on time
  • Expedited payments will also be available if needed (fees will apply)
  • eBills will offer an expanded list of merchants to make receiving bills through Bill Pay easier
 
 

Quicken & Quickbooks

Consolidate and organize your finances. Online Banking will better integrate with your personal financial software that makes money management easy. Use it to create budgets and plans, track spending, savings and tax data.

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  • Easy access to your KleinBank accounts and financial information
  • Download balances and transaction information
  • Electronic register helps you manage your checking account
  • Budget, chart and plan better
  • Pay bills, transfer funds between KleinBank accounts, stop payments, and more
  • Track spending, tax data, investments and more
 
 

Transaction History

Transaction history available within Online Banking will be increased to 180 days building from the day of launch. This will provide an additional 60 days more than is currently available.

 
 

Turbo Tax

TurboTax® for Online Banking will be fully integrated within our Online Banking system and available just in time for your 2013 tax returns. Seamlessly access TurboTax Online by signing into Online Banking to pre-populate tax forms with tax data to quickly and easily prepare, plan and file tax returns within one online session.

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  • Saves time and prevents errors: Secure data transfer to TurboTax Online means less manual data entry and fewer mistakes.
  • Fast tax refunds: Easy direct deposit to bank account gets your refund in the fastest way possible.
  • Save money: Complete your simple federal return for free or receive a discount on TurboTax Online paid federal editions.
 
 

Purchase Rewards

Purchase Rewards will be added later in the year and will provide extra savings you earn by using your Debit MasterCard to purchase merchandise and services. Within Online Banking, you will receive offers to receive cash back on purchases based on how you actually shop.

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  • No limits to the amount of cash back you can earn
  • The more you use your Debit MasterCard, the more offers you can receive
  • Cash back rewards are automatically deposited into your account each month
  • Track your monthly rewards easily through Online Banking
  • You can also access reward offers through the Mobile Banking App
 
 

Mobile Remote Deposit

Make a check deposit any time from anywhere. Deposit a check by using the camera on your smartphone. Fees may apply. Watch for details. Available late 2013.

 
 

Funds Transfer

Transfer money from another financial institution directly into your KleinBank account. Available late 2013.

 
 

Person-To-Person (P2P) Payments

Makes it easy to make payments to an individual via email or text. Available late 2013.

 
 

Small Business Online Banking

Small Business customers will have business-specific features that will be added to the Online Banking system designed to their unique needs. Watch for more information.