The New Bangor Treasury Management Experience

A better, more intuitive online banking experience is coming July 2026! Thanks to your feedback, this enhancement is designed to support your business today and into the future.

This page will guide you through what’s ahead, including key milestones, important details, and resources to help you prepare. Be sure to check back regularly for the latest updates.

Getting Ready for the Transition—Steps to Complete

To help ensure a smooth transition and timely delivery of future communications, please log in to Treasury Online and complete the tasks below.

What: Make sure your phone number and email address are correct.

Why: Accurate information helps ensure you receive important alerts and transition-related updates, including your first-time login link which will be sent to your email.

How: Log in to Treasury Online. From the main menu, click on your name, select ‘Profile Maintenance’, update your contact information, and click SAVE.
What: Remove any users who no longer need access to Treasury Online Banking. Make note of the last login, if a user has not accessed the system in 90 days or more, they may not need access any longer.

Confirm that each remaining user’s access level and permissions are correct and have up to date contact details.

Why: This helps prevent unnecessary users from being moved to the new system.

How: Log in to Treasury Online. From the main menu, select ‘User Management’ and under the ACTIONS column, select ‘View’ to review user access or select ‘Modify’ to make changes. Then, click NEXT to review each page of access, permissions, and limits. When all updates have been made, click SAVE. Repeat for each user.

What:
- Customer ID and User ID: Take note of your Customer ID and User ID. You will need them to log in to Bangor Treasury Management
- Recurring ACH Payments: Take note of your scheduled, recurring ACH transactions to re-initiate within Bangor Treasury Management
- Wire Templates: Take note of your Wire Templates to re-establish within Bangor Treasury Management
- Check Positive Pay File Mappings: Take note of your Check Positive Pay file map to re-establish mapping within Bangor Treasury Management
- ACH Origination Templates: While your ACH Origination Templates will transition, we recommend documenting your existing templates so you can confirm they transition correctly
- Future Dated, Scheduled/Recurring Internal Transfers: While future dated, scheduled/recurring internal transfers will transition, we recommend saving your existing transfers to confirm they transition correctly
- Historical eStatements: While historical eStatements will transition, we recommend downloading copies for your records
- Historical Tax Documents: While the last 3 years of historical tax documents will transition, we recommend downloading them as it may be up to 60 days before you can access them
Why: While many existing features and settings will carry over, a few items will not, and it may be helpful to document your current setup for items that will need to be reestablished on Monday, July 13, 2026 and keep your own reference materials for internal reference.
(if applicable)

What: Look through your existing ACH payment and wire transfer templates.

Delete any templates you no longer use so they aren’t carried over to the new platform.

Why: This reduces clutter and helps ensure a clean, accurate migration.

How: Log in to Treasury Online. Expand the ‘Payments & Transfers’ option, select ‘Payment Center’, and select the ‘Payment Templates’ tab. Under the ACTIONS column, select ‘View’ to review the template or select ‘Delete’ to delete the template. Repeat for each template.

Complete These Tasks in Treasury Online

Read the Conversion Guide

We've put together a comprehensive guide to help you with the conversion.

Open the Guide

Important Dates & Required Actions

Monday, June 15

Your Online Banking Conversion Package is mailed
- This package includes important information to help you prepare for the transition

Tuesday, June 30

Deadline to Complete New Account Agreements

Thursday, July 9

Finish any pending or critical transactions in Treasury Online
- Completing transactions ahead of the upgrade helps avoid interruptions

Friday, July 10 - Sunday, July 12 – Upgrade Weekend

Access to Treasury Online will be limited and non-transactional
Any updates made during this time will not carry over to Bangor Treasury Management

Monday, July 13

Login Credentials sent via email from Bangor Savings Bank
- Begin using Bangor Treasury Management online & enjoy your new experience
Download Bangor Treasury Management app
- Search for Bangor Treasury Management in the App Store^® or Google Play
- Enjoy banking on the go

New Features of the Bangor Treasury Experience

Built around your feedback, Bangor Treasury Management introduces new features designed to simplify workflows, improve visibility, and give you greater control over your banking.

• NEW Mobile App: Everything our largest business customers need in a secure mobile app; to access your accounts on the go

• NEW Quicken/QuickBooks Integration: Connectivity with tools like Quicken/QuickBooks to help businesses work smarter

• NEW Enhanced Loan Payment Options: Ability to specify interest or principal only payments in addition to regular loan payments

• NEW Messages: Contact your Cash Management Solutions Sales Officer within the secure Bangor Treasury Management platform and receive push and in-app notifications

• NEW Real-Time Account Information: View your account balance and transactions as they happen in real time

• NEW Direct Access ICS for statement accessibility

• NEW Modernized Statement Design for improved clarity and layout

Frequently Asked Questions (FAQ)

Treasury Online will move to Bangor Treasury Management on July 13, 2026. On July 13, 2026, you will be unable to login to Treasury Online and can begin accessing your account via Bangor Treasury Management. As we get closer to this date, you will receive more information, including the Bangor Treasury Management login link and information.
To prepare, please review, sign, and return your Cash Management Solutions Principal Agreement and Appendices by Tuesday, June 30, and complete the following items prior to Friday, July 10, 2026:
- Confirm your contact information
- Update users and permissions
- Clean up templates and reports
Complete these tasks in Treasury Online
The following items will transition to Bangor Treasury Management:
- Your Company information including your Users, User Permissions, Contact Information, and Account Nicknames
- Online services: ACH Origination, Check Positive Pay, ACH Positive Pay, and Wire Origination
- Future Dated, Scheduled/Recurring Internal Transfers
- Access to view and manage your accounts
- ACH Origination Templates
- Account transaction history from the last 90 days
- Historical eStatements (We recommend downloading copies for your records.)
- Tax documents from the last 3 years (We recommend downloading them as it may be up to 60 days before you can access them.)
The following items will not carry over to Bangor Treasury Management and, if applicable, will need to be set up again starting July 13, 2026.
- Your password
- Positive Pay file mappings
- Wire Templates
- Recurring ACH payments
When the upgrade to Bangor Treasury Management is complete on Monday, July 13, 2026 at 8:00AM, you will use the following link to log in: LINK TBD
The upgrade to Bangor Treasury Management will be complete on Monday, July 13, 2026. Please follow the below steps to log in for the first time.
1. Download a secure (Symantec) token, based on your preference of use. The token will be required for certain transactions within Bangor Treasury Management.
  - Smartphone Access: Search ‘VIP Access’ within the app store on your mobile device and download the Symantec application.
  - Desktop and Tablet Access: Virtual tokens can be downloaded to company workstations. For instructions on how to download desktop or tablet tokens, visit http://idprotect.vip.symantec.com
2. Click the Digital ID enrollment link from the Online Enrollment Information email or copy and paste it into your preferred browser. This email will come from donotreply@jhtm.bangor.com. If you do not receive it, please check your spam folder or call 1.888.276.8723.
3. Enter your current Customer ID in the Company ID field. Enter your current User ID in the Login ID field.
4. Click ‘Create my Bangor Savings Bank ID’.
5. Verify your profile information and complete the required information.
6. Create your Bangor Savings Bank ID credentials. These are the credentials you will use to log in going forward.
7. Choose which two-factor authentication you want to use when you log in to Bangor Treasury Management. Follow the prompts to set up the applicable verification method selected.
8. Follow the prompts to register the secure (Symantec) token. DO NOT click ‘Remind me later’
9. Read and Accept the Terms and Conditions.
10. Once you Accept the Terms and Conditions, you will be taken to your Company’s dashboard.
To access our First-Time Login, step-by-step video and tutorial, visit the “Tutorials & How to Guides” section below.
Once you have successfully logged into Bangor Treasury, please complete the following items, as applicable, to ensure your online banking services are reestablished correctly. If anything appears incorrect, contact our Cash Management Solutions Support Team at 1.888.276.8723 for assistance.
- Make Your Dashboard Work for You: Your home screen is completely customizable. Be sure to add the accounts you use every day by selecting Manage Groups then Add Accounts.
  - For a step-by-step guide to tailor your dashboard, view the Dashboard video and tutorial in the “Tutorials & How to Guides” section below.
- Review Your Details: Review your Company and User information to ensure everything is accurate.
- Confirm Your Accounts: Review your accounts and account information to ensure everything has transitioned correctly.
- Review Your Online Services: Review your online services, such as eStatements, ACH Origination, Wire Origination, Check Positive Pay, and ACH Positive Pay, to confirm all services you previously accessed through Treasury Online have transitioned successfully to Bangor Treasury Management.
- Map Your Check Positive Pay Files: Review and map your Check Positive Pay files to ensure they align with the required file format in Bangor Treasury Management. This step is necessary for continued and accurate processing.
- Recurring ACH Payments: If you originate recurring ACH payments, set up your scheduled ACH Origination transactions in Bangor Treasury Management. This ensures your regularly scheduled payments continue to process without interruption.
- Establish Your Wire Templates: If applicable, please establish your wire templates in Bangor Treasury Management. This will ensure accurate and timely wire processing following the transition.
- Verify Scheduled Internal Transfers: Review future-dated scheduled/recurring internal transfers to confirm they have transitioned correctly. This ensures your funds move as expected following the transition.
- NEW! Connect Your Banking to Intuit—Fast, Secure, and Seamless: Sync your business accounts with QuickBooks and other Intuit products.
  - For a step-by-step guide on how to sync your business accounts, view the applicable Intuit guides in the “Tutorials & How to Guides” section below.
Once you have successfully logged in through your desktop, you can download the Bangor Treasury Management mobile app and log in.
1. Download the Bangor Treasury Management mobile app from the App Store® or Google Play.
2. Log in using your Username and Password from your newly created digital profile
After the conversion on Monday, July 13, 2026, users will be unable to access Treasury Online.
If you have questions or need help navigating the new system, please contact your Cash Management Solutions Support Team at 1.888.276.8723.

Tutorials & How to Guides

Check back soon for instructions and resources

We're Here to Support You Every Step of the Way

We know transitions like this come with questions and appreciate your partnership and the trust you place in Bangor Savings Bank. We look forward to supporting you and will continue to provide timely updates as the conversion approaches. If you have questions, please contact your Cash Management Solutions Support at 1.888.276.8723.