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Westwood Private Bank - A Division of Charis Bank
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Services


Digital Banking

View your accounts wherever and whenever you need. Our complete online banking suite includes:  
 
  • Bill Pay
  • Intuit® Software Connectivity
  • Internal and External Bank Transfers
  • eStatements
  • Account Alerts
  • Card Controls
  • Stop Payments (details about stop payments

See the unified digital banking suite come together!

Watch The Video(Opens in a new Window)

 

If you have not enrolled in online banking

Begin enrollment

 

Already have an account?

Login to Online Banking

Sign in with a touch or a glance to view account balances, move money, or make deposits. With the app: 
 
  • Perform check deposits.
  • Use card controls to activate your card, lock/unlock your card, or even report your card as lost or stolen.
  • Contact the bank while on-the-go. We offer secure messaging inside the app, with notification when we reply.
 
Look for the Charis Banking app in the App Store or on Google Play.
 
Apple - Download on the App Store  GET IT ON - Google Play
Need to know when your debit card is in use? With the app:
 
  • Lock or unlock your card.
  • Deny or alert if your card is being used outside of your vicinity.
  • Control international transactions.
  • Set rules on merchant types like fuel, retail, or travel transactions.
  • Set thresholds on transactions for alerts or denials.
Download the MyCardRules app from the App Store or find it on Google Play.
 
Apple - Download on the App Store GET IT ON - Google Play
As a customer with multiple channels of connectivity, you have intuitive alert options available to you.

Transaction alerts
Set up all sorts of transaction and balance alerts within online banking.
 
Bill reminders
Never miss a bill when you set up reminders in Bill Pay.
 
Statements
Receive an email when your statement or documents are ready by enrolling in electronic document delivery via online banking.
 
Communications
Sent us a message via online banking?  Don't worry!  The mobile app will send an in-app notification to you when we respond.
 
Debit Card Alerts
Set your own debit-card-specific transaction alerts based on personalized criteria when you utilize the MyCardRules app.
Reduce paper and clutter by electing to receiving eStatements, available via online banking up to one year back.

Keep an eye out for other notices you can elect to receive electronically in the future!

To start receiving statements electronically, enroll in Online Banking and login. Select one of your accounts, then select Documents. You can enroll in the electronic delivery of statements from there.
 
If you need further research performed on your account, contact us for our Account Research services.
We'd like to share our Westwood Private Bank contact information with you!
 
 
The contact card contains:
 
  • Branch phone numbers
  • Bank address/location
  • Hours of operation
  • Website link
  • Links to download the mobile apps

Payments

Convenience and control in just a few clicks. Pay who you need, when you need with quick vendor set up and easy payment scheduling. You can even set reminders to never miss an upcoming bill.
 

Click on Move Money after logging in to your online banking account to get started.

 
Have just a few employees you'd like to get setup for direct deposit? With Bill Pay's business-designed solution, you can do it.
 

Click on Bill Pay after logging into online banking to get started.

Login to Treasury Solutions

 
For companies needing a more robust direct deposit and vendor payments solutions, see our full Treasury Solutions package.
Easily and securely send person to person (P2P) payments to friends and family after dinner, the movies, or any situation. To start sending payments, look for Pay a Person after logging into your online banking account.
 
Cashier Checks are available in branch.
 
Westwood Private Bank does not offer prepaid gift cards, travelers checks, or money orders. If you have questions about payment solutions, please contact us. We are available to make your banking as simple as possible.
When you visit our branch, you can send your funds quickly with rapid availability to domestic and international recipients.
Is your business ready to go the next level? Take a look at our Treasury Solutions and SmartPay Business products to get there.
 
With Treasury Solutions

  • Initiate ACH transactions to and from your business for direct deposit, vendor payments, and invoicing.
  • Send wires securely to anywhere in the US.
  • Enjoy enhanced security controls over your accounts with solutions like Positive Pay for issued checks.

With SmartPay Business

  • Remotely transmit check deposits from your office to the bank.
 

Integrations

Launching July 1st, 2019
 
Enjoy connection to the latest versions of your Intuit® products like QuickBooks®, Quicken®, and Mint®. This service is available through Intuit® after establishing an online banking account with Westwood Private Bank.
 
Look for Charis Family of Banks when establishing your connection.
 
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
 
 
 
 
 

Additional Services

Traveling? Let us know in advance so we can order your foreign currency. We offer the competitive exchange rates and quick turn around times on currency exchange.
 
You can also advise us which debit cards you intend to use while you are out of the country. We  will take steps to prevent unwanted declines abroad.
The number for iTalk is 844-380-1798.
 
iTalk is the 24-hour banking system that gives you the freedom to check balances, make transfers, and service your debit card. You can begin using this number as a new customer of our the bank. Let us know if your are having trouble accessing your accounts or setting your access code. We'd be glad to assist!
 
Visit the iTalk page for details and to view the menu tree.
 
Don't forget to download our contact card with your mobile device to easily store important numbers and information.