Skip to main content

Looking for help? Choose from the category and topics below to find answers to your questions.

Financial Center FAQs

Frequently Asked Questions

Which browsers does the Financial Center support?

The online services accessed through the Financial Center work best with Microsoft Internet Explorer (IE) 11 and Edge, as well as Google Chrome. If you use a PC, you can use either IE 11 or higher, or Chrome. If you use a Mac, please use Chrome only.

To update your browser, please download the latest versions from their respective websites:

  • Microsoft® Internet Explorer 11
  • Microsoft® Edge *
  • Google Chrome® **

Please note: If you use browsers other than IE 11 or higher or Chrome, you may experience one or more of the following issues:

  • Increased risk of online fraud—our security tools are most effective with IE 11 or higher and Chrome.
  • Technical difficulties with online services. Issues may include but are not limited to:
    • Inability to complete transactions
    • Unaligned or blank pages
    • Increased error messages

* Not optimized for Lockbox Online, Remote Deposit, InstaTax, and Issuing & Paying Agent

** Global Trust & Custody is optimized for Chrome only

What is the Financial Center?

The Union Bank® Financial Center is a secure gateway to your online banking services and allows you to conveniently manage your business accounts, user entitlements, and security tools. Access to all your banking services requires only a single sign in.

Among the innovative tools offered by the Financial Center are widgets that provide quick views of balances, alerts, and action items such as payment approval. Refer to the Financial Center users guide for detailed instructions on how to configure your widgets.

The Financial Center is available seven days a week, 24-hours per day, from anywhere you have an internet connection, whether you are at your office, home, or traveling.

What services are available through the Financial Center?

All online banking services are available through the Financial Center. This means you can easily manage cash, deposits, and loans, or access international services. Through the Financial Center, you can:

Collect or Disburse Funds

  • Initiate wires or ACH transfers
  • Make stop payments
  • Transfer funds between accounts

Manage Accounts

  • Obtain balance information
  • View images of checks and other items
  • View account analysis and deposit statements
  • Mitigate the possibility of fraud by using Positive Pay
  • Access and manage commercial loans
  • Establish trade transactions with Global Trade Services

For more information about our online banking services, please visit

Who can access the Financial Center?

Only those persons who have been authorized by your organization can use the Financial Center. New users can be added and existing ones removed at any time using the Administration Console or by submitting a request to your Relationship Manager.

How do I enroll in additional online services?

Please contact your Relationship Manager to determine the services which are best suited for your needs.

How do I manage user entitlements?

Only users designated as the Contracting Officer can assign and edit user entitlements. All user entitlements are managed through the Administration Console of the Financial Center.

Are there different levels of access to services provided through the Financial Center?

Yes, your organization can establish various levels of access for users. For example one person may need to initiate transactions, while another may only need to view account information.

How do I obtain my Finacial Center password if I have forgotten it?

Passwords can be reset by following a few easy steps:

  1. Enter your User ID on the login page and click "Next".
  2. Click on the "Forgot Password?" link under the Password field.
  3. Your password hint will be emailed to you within 10 minutes.

If you cannot remember your User ID or have trouble signing in, please call a customer service representative at 1-800-322-2778 weekdays, 7:00 a.m. to 6:00 p.m. (PT).

What is a security token?

A security token is a gadget that displays a randomly generated six-digit number which changes every 60 seconds. Union Bank recommends the use of tokens as an added security measure to help protect transactions such as Wires and ACH, and bank account information against fraud.  A security token is lightweight, water-resistant, and compact enough to attach on a key ring.

How does the security token work with the Financial Center?

To sign in to the Financial Center with a security token, create a new password specifically for the token as described in the activation instructions. When you sign in and are prompted for a "passcode", enter this newly created password plus the six-digit number displayed on the security token.

The combination of the password and the dynamic six-digit number displayed on the token creates a unique passcode which is difficult to replicate.

How do I reset a security token?

If you forget your token password or your access to the Financial Center is locked contact your organization's Contracting Officer or Web Administrator and they can easily reset the token or unlock Financial Center access in a few simple steps.

How is financial data safeguarded?

At Union Bank we are committed to maintaining the highest possible levels of data security. You can obtain detailed information via our Privacy and Security Center on