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Payables
Payables - Primis Bank Payables Make Payments, No Problem You didn’t get in to business because you have a passion for paperwork. We’ll take the lead on managing your outgoing funds, so you spend less time writing checks, and more time running your business. Paying your employees or bills shouldn’t cost you additional time and money — that’s why Primis developed options to make it simple. ACH (Automated Clearing House) Services Set-up payroll direct depositPay vendors and schedule paymentsMake electronic tax paymentsPlan ahead for your upcoming costs and cash flowSchedule payments 30 days in advanceConsolidate funds across banks into one accountEasy-to-use and secureIncrease efficiency and reduce paper Wire Services Easy, same-day, safe movement of fundsInitiate wire transfers from the convenience of your officeSave time and company resourcesSchedule one-time transfers or create recurring templates for future use Online Bill Pay Pay bills and schedule recurring bill paymentsOrganize payments into easy-to-use groupsSet future alerts and remindersMore secure than checks by mail More For You We’re not just a pretty face. Yes, our accounts are incredible, but we have more to offer. Check out our resources, built just for you. Franchise Owners It’s no secret: Franchises have unique needs. Check out our resources. Get The Details Is Cashflow King? In a word: yes. Learn more about how we help protect your cash flow. Learn More Security Center Check out common scams, best practices and more. Get Started YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Positive Pay Opt Out
Positive Pay Opt Out- Primis Bank Opting Out? What You Need To Know If you are considering opting out of Positive Pay check fraud and ACH fraud prevention services, you need to understand what this means. In short, when you decline coverage you become liable for fraudulent transactions. Your Security Is Our Priority We want your account to be as secure as possible. That’s why we offer fraud prevention services at no cost to you. Check Fraud Prevention Positive pay helps us automatically identify unauthorized or fraudulent check activity. We can flag suspicious checks and bring them to your attention.Avoid the hassle that arises when forged or altered checks clear your accountYou’re notified when suspicious checks or mismatches occur ACH Fraud Reporting Fraudsters can use Automated Clearing House (ACH) systems to try and steal funds from unsuspecting accounts. Prevention services allow us to compare electronic account transactions against previously authorized payments and suspend unmatched items.Prevent unauthorized withdrawalsAvoid time-consuming dispute process What Happens If You Opt Out We do not recommend opting out of this free service. However, if you decline to use our fraud prevention solutions, you assume the risk for fraudulent check and ACH transactions.This means that you are liable for lost funds and/or costs that you incur as a result of fraudulent activity.We highly encourage you to utilize these free services. How Does It Work? Get Set Up Set your preferences in an online dashboardBlock or approve vendors in advanceSet up limits by dollar amount, dates and vendorsFor checks, you’ll upload a file containing check data Plan Your Notifications Decide if you want transaction alerts, account alerts or service alerts.Set email addresses and phone numbers to get alerts at your convenience.Set parameters for when you want to see alerts. Alerts If an ACH transaction is not automatically approved by you, or appears suspicious, you’ll be alerted to approve the transaction in your dashboard.For checks, you’ll upload a Positive Pay file containing issued check data. Checks presented for payment against your account are compared to your file. Any check not listed in your file (and thus potentially fraudulent) is flagged for your review.The way that you’re alerted will be customized according to the preferences that you set. Your History Visit your dashboard any time to see a summary of your current checks and ACH transactions.Check out your transaction history for up to a year.Check out our user guide for more details. Questions? We're Here. We take fraud prevention very seriously and we're here to help. Our team of banking advisors is here to help talk through options. Email Us YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Auto Loans & Vehicle Financing - Primis Bank
Auto Loans & Vehicle Financing - Primis Bank Finance or refinance your vehicle with a Primis auto loan. Competitive fixed rates, flexible terms, and pre-approval available. Auto Loans You're in the Driver's Seat We specialise in no-nonsense agreements that will help you secure a vehicle, new or used, that fits your budget. Let us help you walk though the dealership doors with a pre-approval for some extra bargaining power. Talk to a Banker Let's Cruise No application or prepayment fees, because we hate feesCompetitive, fixed rates on new and used vehiclesA wide range of terms customized to your situation$2,500 loan minimumPre-approval available for extra bargaining powerRefinance your current vehicle to potentially lower your rate Talk to a Banker Contact Us The nitty gritty: As always, all loans are subject to credit approval. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Boat Loans & Marine Financing - Primis Bank
Boat Loans & Marine Financing - Primis Bank Finance or refinance your boat with a Primis boat loan. Enjoy competitive rates, flexible terms, local decisions, and pre-approval options. Boat Loans Go Ahead, Rock the Boat You want a boat? We want to make it happen. We’ll keep it heavy on the ease and flexibility and light on the confusing bank terms. Talk to a Banker Dive into the Details Competitive rates for a wide range of boatsFlexible payment termsPre-approval available for extra bargaining power while you shopLocal decision-making and processingAlready an owner? We can help you refinance Talk to a Banker Contact Us The nitty gritty: As always, all loans are subject to credit approval. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Home Equity Line of Credit (HELOC) - Primis Bank
Home Equity Line of Credit (HELOC) - Primis Bank Access your home's equity with a Primis HELOC. Enjoy competitive rates, no monthly, annual, or origination fees, and flexible borrowing options. HELOC Primis Home Equity Don’t just dream it. Do it. Use the equity in your home to get it done with a Primis Home Equity Line of Credit (HELOC). Talk to a Banker Dreams, Meet Plans. Spend more time dreaming and spend less time worrying about fees. There are no monthly fees, annual fees, or origination fees. Plus, when you keep your HELOC open for 36 months or more, we’ll even pay your closing costs if your HELOC is approved for $250,000 or less. If your HELOC is more than that, we’ll provide up to a $1,000 lender credit towards your closing costs. It’s a win, win! Use for home improvements and renovations Pay for educational expenses Prep for major purchases or unexpected costs Consolidate high-interest debt How It Works A Home Equity Line of Credit lets you borrow against the equity you’ve built in your home. Much like a credit card, you can borrow money up to your limit and as you repay your balance, the credit available to you is replenished. Less Fees. More Flexibility. No monthly feesNo annual feesNo origination feesLines start at $10,000 Options That Fit Your Life Competitive interest ratesPay monthlyInterest-only options availableClosing costs are covered by Primis for HELOCs approved for $250,000 or less. For HELOCs over $250,000, Primis will cover up to $1,000 in closing costs through lender credits. Good to Know Up Front If the HELOC is closed within 36 months, customers will pay back all closing costsTalk to your tax advisor about the deductibility of interest and chargesAll loans and lines of credit are subject to approval You've Got a Home. We've Got Tips. Check our blog to find the latest and greatest ways to care for your home. Discover our Blog The nitty gritty: As always, all loans are subject to credit approval.NMLS #408458 YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Jumbo Mortgage Loans - Primis Bank
Jumbo Mortgage Loans - Primis Bank Explore jumbo mortgage loan options from Primis Bank with competitive financing for primary homes, second homes, and investment properties. Jumbo Loans Kind of a Big Deal. Sometimes big home dreams require big loans. Primis Mortgage offers a variety of Jumbo lending options that make it possible to get the funding you need. Find a Mortgage Banker Find a Mortgage Banker Ready to Go Big? Check out details on our three popular jumbo loans to see which will fit your needs. Portfolio Jumbo Up to $3,000,000 loan amountsUp to 85% financing (purchase and rate/term refinance only)Credit score (FICO) down to 680Up to 75% financing on 2nd homes and investment properties Key Loan Up to $2,000,000 loan amountsUp to 90% financing on primary residences (purchase and rate/term refi only)FICO down to 680Up to 80% financing on 2nd homes Jumbo Loan Up to $3,000,000 loan amountsUp to 80% financing on 2nd homes with FICO down to 740Up to 65% financing on investment properties with FICO down to 740 The nitty gritty: Primis Mortgage Company (“Primis Mortgage”) is a subsidiary of Primis Bank, a Member FDIC. Primis Mortgage NMLS #1894879 | BK #1042893 | ML #1894879 | #41DBO-166162 Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act (www.nmlsconsumeraccess.org). As always, all loans are subject to credit approval and product guidelines. Other terms and conditions may apply. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Pay Point Loan Payments - Primis Bank
Pay Point Loan Payments - Primis Bank Make secure loan payments online with Pay Point from Primis Bank. Pay anytime using ACH or debit card through our self-service payment portal. Pay Point Fast, Secure Loan Payments Say goodbye to phone payments—our new payment portal, Pay Point, lets you manage your loan payments securely and on your schedule. Make a Payment Contact Us Make Your Loan Payments Easily We’re excited to now offer a self-service payment portal designed for your convenience—Pay Point. With this new service, you can:Pay with ACH or debit cardAccess the portal and make payments anytime—no business hours restrictionsTake control of your loan payments with a quick and secure process. Make a Payment YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Personal Loans & Flexible Financing - Primis Bank
Personal Loans & Flexible Financing - Primis Bank Get a personal loan from Primis Bank with competitive rates, flexible repayment terms, and quick decisions for planned or unexpected expenses. Personal Loans We Won't Ask You to Jump Through Hoops Forget the stress and headaches of applying for a loan. We’ll help you get a competitive rate on a personal loan for expenses that were planned, unplanned or somewhere in between, with personalized repayment terms to fit your budget. Talk to a Banker People-First Lending Get the funds you need with a simple process, expert guidance, and support that puts you first.Secured and unsecured options$2,500 minimum for unsecured personal loansRepayment terms tailored to fit your budgetQuick decision-making and processing Talk to a Banker Contact Us The nitty gritty: As always, all loans are subject to credit approval. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Banking for Title Companies
Banking for Title Companies - Primis Bank Built for Title Workflows. Not Fee Workflows Banking That Moves at Closing Speed Many title companies tell us they’ve been placed in high-fee analysis accounts that quietly eat into every closing. We do things differently. Talk to an Expert Open an Account Why Title Companies Choose Primis Same-day wires and ACH available within cutoff times to keep closings on schedulePositive Pay and dual controls to protect client feesV1BE banking delivery and pickups (free alternative to your paid courier!)Straightforward wire pricing (no fee for incoming wires and unlimited ACH & transactions—no surprise feesFree cashier’s checks and Remote Deposit Capture24/7 support from real people based in Virginia Banking Without the Nickel-and-Diming Unlimited Transactions Use your account as much as you need — no monthly limits. Let's Talk Ready to protect your closings—and your bottom line? Connect with a Primis Treasury expert to see how our accounts are built to support title companies like yours. Full Name Company Email Phone Number Zip Code *Primis deposit accounts are not available in Puerto Rico or other US territories. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel
Banking Update: Syncing Your Intuit Program
Syncing Your Intuit Program - Primis Bank Learn how to reconnect Quicken, QuickBooks, and other financial apps after Primis Online Banking updates. Step-by-step instructions. Banking Update Synching Your Intuit Program We've updated Mobile and Online Banking to give you a better, more secure experience. If you use financial apps like Quicken, QuickBooks, or Plaid, there are a couple of steps you’ll need to take to ensure everything syncs smoothly. What You Need to Do Update your app password to match your new Mobile and Online Banking password.Follow the instructions from Intuit to reconnect Quicken or QuickBooks.If you don't need to sync these apps anymore, you're all set — no action needed.Need Help?For detailed steps, use the links below to Intuit’s resources for Quicken and QuickBooks. If you run into issues, contact Intuit directly for support. Quicken Instructions The instructions below are for both Windows and Mac, and the two connectivity types (Express Web Connect or Web Connect). Quicken Mac Web Connect Step 1:Backup your Quicken Mac Data File and Update the Application:Choose File > Save a Backup.Download the latest Quicken Update. Choose Quicken > Check for Updates.Complete a Final Transaction Download:Complete last transaction update before the change to get all of your transaction history up to date.Repeat this step for each account you need to update.Accept all new transactions into the appropriate registers.Step 2:Select your account under the Accounts list on the left side.Choose Accounts > Settings.Select Set up transaction download.Enter Primis in the search field, select the correct option and click Continue.Log into your Online Banking and download your transactions to your computer.Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted.In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.Click Finish. QuickBooks Desktop Windows Web Connect Step 1:Backup QuickBooks Windows Data File & Update:Choose File > Back Up Company > Create Local Backup.Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.Complete a Final Transaction Download and Match Downloaded Transactions:Complete one last transaction update before the change to get all of your transaction history up to date.Accept all new transactions into the appropriate registers (required).Step 2:Deactivate Online Banking Connection for your Primis accounts:Choose Lists menu > Chart of Accounts.Right-click the first account you want to deactivate and choose Edit Account.Click the Bank Feeds Settings tab in the Edit Account window.Select Deactivate All Online Services and click Save & Close.Click OK for any alerts or messages that may appear with the deactivation.Repeat steps for any additional accounts that you need to deactivate.Reconnect Online Banking Connection for Accounts that You Deactivated:Log in to Online Banking and download your transactions to a QuickBooks (.qbo) file.Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.In the Select Bank Account dialog select Use an existing QuickBooks account.Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK. QuickBooks Desktop Mac Web Connect Step 1:Backup your QuickBooks Mac Data File & Update the Application:Choose File > Backup.Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.Complete a Final Transaction Download:Complete last transaction update before the change to get all of your transaction history up to date.Repeat this step for each account you need to update.Accept all new transactions into the appropriate registers (required).Step 2:Deactivate Online Banking Connection for your Primis accounts:Choose Lists > Chart of Accounts.Select the first account you would like to deactivate and choose Edit > Edit Account.Select Online Settings in the Edit Account window.In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.Click OK for any dialog boxes that may appear with the deactivation.Repeat steps for any additional accounts that apply.Reconnect Online Banking Connection for Accounts that Apply:Log in to KeyPoint Online Banking and download your transactions into to a QuickBooks (.qbo) file.Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.In the Account Association window, click Select an Account to choose the appropriate existing account register.Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.Click Continue and OK for any dialog boxes that require action. Quicken Windows Web Connect Step 1:Backup Quicken Windows Data File and Update:Choose File > Backup and Restore > Backup Quicken File.Download the latest Quicken Update. Choose Help > Check for Updates.Complete a Final Transaction Download:Complete last transaction update before the change to get all of your transaction history up to date.Repeat this step for each account you need to update.Accept all new transactions into the appropriate registers.Step 2: Deactivate Online Banking Connection for your Primis accounts:Choose Tools > Account List.Click Edit on the account to deactivate.In Account Details, click Online Services.Click Deactivate. Follow prompts to confirm deactivation.Click the General tab.Delete Financial Institution and Account Number information.Click OK to close window.Repeat steps for any additional accounts.Reconnect Online Banking Connection for your Primis accounts:Download a Quicken Web Connect file from KeyPoint’s Online Banking.In Quicken, choose File > File Import > Web Connect (.QFX) File.Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.Repeat this step for each account you have connected to KeyPoint. QuickBooks Online Express Web Connect Step 1:Complete a final transaction download.Complete last transaction update before the change to get all of your transaction history up to date.Accept all new transactions into the appropriate registers.Step 2:Disconnect Online Banking Connection for your Primis accounts:Select Banking from the left column.Click the account you want to disconnect, then click the Pencil Icon on the corner of that account box.Click Edit Account Info.Check the box next to Disconnect this Account on Save.Select Save and Close.Repeat steps for any additional accounts that apply.Complete 5 Business Days after 12/16/24:Reconnect Online Banking Connection for your Primis accounts:On the Banking page, click Add Account in the upper-right side of the screen.Type in Primis and choose the correct option from the results.Enter your KeyPoint credentials and click Continue. Express Web Connect uses the same credentials you use for Online Banking.Provide additional information, if requested.Ensure you associate the accounts for KeyPoint to the appropriate account already listed under Which accounts do you want to connect? Choose the matching accounts in the drop-down menu.Important: Do NOT select “+Add New” unless you intend to add a new account to QuickBooks Online. If you are presented with accounts you do not want to track in this QuickBooks Online Company, uncheck the box next to the Account Name.After all accounts have been matched, click Connect and then click Finish.Exclude Duplicate Transactions:Select Banking from the left column.In the For Review section, click the checkboxes for the transactions you want to exclude.Choose Batch Actions > Exclude Selected. Quicken Windows Express Web Connect Step 1:Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File. Download the latest Quicken Update. Go to Help > Check for Updates.Complete a final transaction download. Accept all new transactions into the appropriate registers.Step 2:Deactivate Online Banking Connection for your Primis accounts:Choose Tools > Account List.Click Edit on the account to deactivate.In Account Details, click Online Services.Click Deactivate. Follow prompts to confirm deactivation.Click the General tab.Delete Financial Institution and Account Number information. Click OK to close window.Repeat steps for any additional accounts that apply.Reconnect the Online Banking Connection for your Primis accounts:Choose Tools > Account List.Click Edit on the account you want to activate.In Account Details, click Online Services and then choose Set up Now.Type Primis in the search field and click Next.Enter your Primis credentials. Express Web Connect uses the same credentials as your Online Banking login.Important: If your credentials do not work, contact us at 833.477.4647.Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu.Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.After all accounts have been matched, click Next and then Done. Quicken Mac Connect Step 1: Backup Quicken Mac Data File and Update the Application:Choose File > Save a Backup.Download the latest Quicken Update. Choose Quicken > Check for Updates.Complete a Final Transaction Download:Complete last transaction update before the change to get all of your transaction history up to date.Accept all new transactions into the appropriate registers.Step 2: Activate the Online Banking Connection for your Primis accounts:Click your account in the Accounts list on the left side.Choose Accounts > Settings.Select Set up transaction download.Enter Primis in the search field, select the correct option and click Continue.Enter your Primis credentials. Express Web Connect uses the same credentials you use for your Online Banking login.Important: If your credentials do not work, contact us at 833.477.4647.In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.Click Finish. QuickBooks Online Web Connect Step 1:Complete a final transaction download.Complete last transaction update before the change to get all of your transaction history up to date.Accept all new transactions into the appropriate registers.Step 2:Disconnect Online Banking Connection for your Primis accounts:Select Banking from the left column.Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.Click Edit Account Info.Check the box next to Disconnect this Account on Save.Click Save and Close.Repeat steps for any additional accounts that apply.Reconnect Online Banking Connection for your Primis accounts:Download a Web Connect file (.qbo or .qfx) from Online Banking.In QuickBooks Online, choose Banking from the left column.Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded in step 1.Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next.Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.When the import is finished, click Let's go!Review the For Review tab on the Banking page to view what was downloaded.Click Next, and then click Done.Repeat this step for each account that you have connected to KeyPoint. YOU ARE NOW LEAVING PRIMISBANK.COM We hope you'll come back again soon.Primis links to other websites for your convenience. However, Primis has no control over the content or quality of the site you are visiting, and the site may not have the same privacy and security practices that we do. We encourage you to read the privacy and security policies of all sites you visit. Continue Cancel