Coming Soon

A New Business Banking Experience!

 

Leader Bank is upgrading its Business Digital Banking experience on February 9th. With any device - phone, tablet, laptop or desktop - you'll be able to bank anytime, anywhere like never before.

To help make the transition to our new digital banking platform as seamless as possible, please review your existing capabilities and take note of the features and information that is important to you to confirm everything moves over as you need it.

To learn more about the changes and how to move to the new platform early, please reach out to your Relationship Manager or Branch Manager. 

Key Timeline & Dates
How to Prepare
After the Upgrade
QuickBooks® and Quicken® Steps
FAQs
Webinars

Key Timeline & Dates

We’re upgrading Business Online Banking and our mobile app to bring you more features when and where it matters most. To ensure a smooth transition, please take note of the following details:

Business Online Banking Availability

Business Online Banking and our mobile app will be unavailable starting Friday, February 6th at 6 PM EST while we complete the upgrade. Business Bill Pay will be unavailable starting at 5 PM EST Thursday, February 5th through Monday, February 9th. We recommend scheduling any Bill Payments that need to be sent during this time in advance. 

  • To support you, our Client Services team will be available:
    • Saturday, February 7th: 9 AM – 5 PM EST
    • Sunday, February 8th: 9 AM – 2 PM EST
    • Monday – Friday: 8 AM – 8 PM EST
  • Support teams can be reached:
  • We’ll let you know once the upgrade is complete on Monday, February 9th.  

 

How to Prepare for the Upgrade

Before the Upgrade

  • Be prepared for downtime: Online Banking and our mobile app will be temporarily unavailable from February 6th to February 9th. Submit any essential transfers, payments, or requests beforehand.
  • Download ACH and Wire details: We strongly recommend downloading any data and template details that you may need after the transition from our current platform. If you need assistance locating how to download your information, please contact your relationship manager or branch manager for assistance.
  • Token users: Make sure you download our new token app and provide your token ID to your business’ senior admin to share with the bank. Our new token app can be found here: Symantec VIP - Two Factor Authentication Anywhere.
  • Intuit QuickBooks and Quicken® backup: We recommend you back up your data and complete a final transaction download by February 5th.
  • Review your alerts: Real-time alerts will be available on our new platform, but it will require you to opt back into the alerts that you want. We recommend reviewing the alerts you currently have in place to make sure you can add them after February 9th. This is a great opportunity to clean up any unwanted communications going forward.

 

After the Upgrade

  • First-time login: Log in to our website at www.leaderbank.com or download our mobile app. You’ll receive a secure access code or token authentication and then be prompted to reset your password. Our mobile apps can be downloaded in advance of the upgrade:
  • Relink your connected services & apps: If you’ve linked your accounts to services like Quicken® and TurboTax® using your Online Banking login, you’ll need to disconnect/reconnect your accounts. If you linked your account using your routing and account number, no action is needed.
  • Set up biometric login: Re-enable facial or fingerprint login in the new app for faster access. Note – if you have a personal banking profile, you will only be allowed to set up biometrics for one login. You can toggle to standard login to switch between personal and business profiles on the mobile app.
  • Confirm your data: After successfully logged in, review your ACH and Wire details to make sure everything is carried over how you needed. If you have any concerns or issues, reach out to your relationship manager or branch manager for assistance. 

 

Webinars 

Register for our webinar to walk through the key features of our new platform: 

QuickBooks® and Quicken® Steps

To keep QuickBooks® and Quicken® synced with your accounts, you’ll need to:

  • Before the upgrade: Back up your QuickBooks® and Quicken® files and download your latest transactions before noon on Friday, February 6th.
  • After the upgrade (February 9th): Delete your existing QuickBooks® and Quicken® connections to Leader Bank Business, then reconnect by choosing “Leader Bank” in QuickBooks® and Quicken® and linking your existing accounts.

  • If you use Bill Pay in QuickBooks® or Quicken® : Cancel any payments scheduled on or after February 5th, then re‑create them after the upgrade.

  • Note: Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:

    • QuickBooks Online Express Web Connect
    • Quicken Windows/Mac Express Web Connect

For step‑by‑step instructions:

Frequently Asked Questions

We're upgrading Business Online Banking to provide a more robust and intuitive experience — including a refreshed design, an enhanced mobile app, and more advanced features to support your business banking needs.

The Business Online Banking upgrade will occur between February 6th and February 9th. We will keep you informed throughout the process so you know exactly what to expect and when.

Yes. We strongly recommend that your business administrator contact your Relationship Manager or Branch Manager to review the upgrade process and discuss how your organization can best prepare.
 

If your business uses security tokens, you will need to provide your token ID to Leader Bank to ensure successful logins. We recommend completing this step in advance to avoid any disruption.

No. If you currently use Business Online Banking, you will log in as usual. However, enhanced password security standards will require you to create a new password. You will be prompted to update your password at your first login after the upgrade.

Yes. You will continue to have access to five years of transaction history and account statements. Please note that ACH and wire transfers submitted through the prior platform will not carry over. We recommend downloading and saving any historical ACH or wire data you may need as a backup.

Yes. Alerts will continue to be available; however, you will need to re-enroll in the alerts you wish to receive. This is a great opportunity to review and confirm the notifications most important to your business.

No. Your accounts, account numbers, and personal information will all remain the same after the upgrade.

Yes. Your existing account nicknames will automatically carry over to the upgraded experience.

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