CHECKLIST FOR NEW DEPOSIT ACCOUNTS

Use the simple checklist below to take full advantage of many features and benefits of your new checking or savings account.  Utilizing all of these features will help you manage your funds effectively and efficiently.

Printable Checklist (PDF)

New Checking and Savings Accounts

  • Online Banking
    • Enroll in Online Banking for access to your accounts anytime, anywhere. Use the LOGIN button at the top of the screen.
    • Enroll in Potomac Bank Bill Pay for quick and easy payments – for paying businesses and people.
    • Enroll in Debit Card Controls for fraud protection of your Potomac Bank debit card.
    • Enroll in E-Statements.
    • Establish recurring transfers between your Potomac Bank checking and savings accounts for an easy savings plan.
  • Mobile Banking
    • After enrolling in Online Banking, download the Potomac Bank mobile app – available at the App Store for your iPhone or iPad, or Google Play for your Android Devices.
    • Enroll your phone for Potomac Bank Text Message Banking to receive balances, transactions, alerts, and more.
  • VISA® Debit Card (Checking accounts)
    • Use your free Potomac Bank VISA Debit Card for convenient purchases.
    • ATM access, including over 55,000 AllPoint® network ATMs.
    • Add card to Potomac Bank Bill Pay plus your subscriptions for paying bills.
    • Add card to Apple Pay®, Google Pay®, and other digital wallets.
    • Fraud protection: Enroll in Debit Card Controls within Online Banking.
  • VISA® ATM card (Savings accounts only)
    • Free Potomac Bank ATM card for convenient access to your new account.
  • Touch Line
    • Enroll in Touch Line for telephone access to your balance, account history, and account- to-account transfer capability.
    • To enroll, call 1-877-557-2424.
  • Direct Deposit
    • Establish convenient direct deposit from your payroll, retirement, pensions, Social Security, or other deposits to your new Potomac Bank account.

Utilizing these many features will provide convenient and helpful tools to simplify your financial life.  If you have questions about any of these or other features, contact our Client Care Center at 1-800-296-8431.

 

 

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