To self-enroll click here, or follow the steps below to navigate to the enrollment page.
- On wsfsbank.com, click the Login button and select Enroll in Online Banking.
- Select the second option, Enroll in Business Online Banking, then select Continue with Enrollment.
- On the Enrollment page, create your User ID and password. Make sure the email address entered is correct, since this is how you will receive confirmation that account setup is complete.
- Complete the Company Information section, referencing the promissory note to ensure accurate enrollment. Please note: ‘Company name’ should be the legal business name, not a dba or franchise name.
- At the bottom of the Company Information section, please enter the information as indicated here in green:
- Date of last deposit = Date of loan closing
- Amount of last deposit = Total loan amount
- In Account Information:
- Enter your loan account number (this should start with 500)
- In Description, enter Loan Account for {Legal Company Name}
- For Account Type, select Checking
- Finally, in Additional Banking Services, please select any other banking services we may assist you with. Select Continue at bottom of page. If there was an error, you will be notified with a ‘Review Needed’ email.
If you would prefer to enroll manually, you may do so by emailing [email protected].