Business Online Banking

This means you have not logged into your profile in a while. We advise you to log into the Website at least once every 45-60 days to avoid this status.

1. Find Reports on the black tool bar and choose Statements and Documents.
2. Under New Request, choose the account you want to look at and press Continue.
3. On the following page under the column Document Date, click on the date of the statement you want to view. Another screen will appear with your statement.

You may have hidden the account in error.  On the Welcome page, click on Display Options, on the next page, click on the drop down and make sure there isn’t a check mark in any of the boxes.

1. Under Administration on the black tool bar, choose Company Administration
2. On the next page choose Create New User.
3. Fill in the blanks for the new user and click Continue to save.

1. Under Reports on the black tool bar, choose Statements and Documents.
2. On this page click on View and maintain document preferences link above where it says New Request.
3. On the Manage Delivery Preferences page, you are be able to switch back and forth from paper to online statements under the Delivery Preferences column
4. Click on Continue to save.

Under Administration on the black tool bar, choose Company Administration and select the tab Account Information and it will be listed right there.

Under Reports click on Deposit Reports. Here you can choose the Output you would like and pull transactions.

This would be a WSFS Treasury Management request. You can call 1.866.893.0400 to speak to an agent who specializes in your request. You can also schedule a 1-hour training where a specialist will teach you how to navigate who your Online Banking features and how the work.

1. Under Administration on the black tool bar, choose Company Administration
2. Scroll down to Manage Existing Users. Find the user that is locked out.
3. Click on System Access next to the Status.
4. On the following page, change the password and press Continue.

WSFS offers Small Business Premier Online Banking and Business Online Banking. These services are designed to meet the needs of businesses of all sizes. They allow you to access your account information, transfer funds, pay bills and use Cash Management tools right from your computer.

Please call 302.792.6044 to reset your password and/or user ID.