We changed these services to provide a better experience for YOU! These new services feature improved security and ease of access, along with additional services like text banking, Trends (Personal Financial Management Tool), Popmoney, and a new Bill Pay system that gets your payment in on the day you specify, no more worrying about when to initiate a payment!
Pretty much everything! Both the Online Banking and Mobile Banking services changed. Bill Pay, External Account Transfers and Person to Person Transfers also changed.
The conversion to our new services happened on October 18th. We sent out reminders along with tips and tricks via email and postal mail so that you can stay ahead of the game with our new features. We will also continue to update these FAQs so you can be an expert online banker!
The new online banking log in is simple and easy, but there is a short one-time procedure to get set up.
Log in with your Member number as User ID and the last 6 digits of your social security as your temporary password. NOTE: There is a short, one-time log in set up process.
You will then be prompted to change your password. You will be asked to validate or enter your phone number where a verification code* can be sent via phone call or text. When that is complete you’ll be prompted to create and answer 5 security questions. You may also be asked to verify your phone number and email address for your profile.
Attention Business Users: You will log in using the member number you log in with normally and the last 6 digits of your business’s TIN. To add additional users, go to Settings and click Users. For Business Online Banking FAQs click here >>
Using our one-time passcode program, you’ll receive a four digit code to your phone, you will enter this code into the prompt shown during your session to verify. When verifying a phone you can choose to receive the message via text or phone call. If using a landline, be sure to select “Receive a call” rather than “Receive a text message”
You will see your accounts displayed in a tile format. You can see account history by clicking on the tiles. You can also see additional account information. If you prefer to see your accounts in a list view, as you did previously, simply click on the icon that looks like this . Your preference will be remembered so you don’t have to change that each time you log in.
To access your eStatements simply click on any of the account tiles and click on “Online Statements” to the right. If in list view click on the account title link.
To Access Bill Pay, click on the “Pay Bills” tab. Your payees will display.
If you have account nicknames, you will need to reset them. To do so, go to “Settings,” then “Accounts,” then just click on the account you’d like to nickname and enter what you’d like the account to be named. Remember to click save!
Alerts will need to be re-entered into our new system. Simply go to “Settings,” “Security and Alerts” then “Alerts.” From there you’ll select “Alert Type,” choose from a list of ways to receive your alert, then click “Review and Save.”
If you had recurring bill pay payments previously, unfortunately, you will need to reset these by clicking the “Pay Bills” tab and setting the payments again…Sorry! Scheduled payments were not transferred to the new service. Fortunately, your payees were transferred, although we recommend that you review them carefully.
Unfortunately, there is no longer an option to set a preferred checking account for bill pay through online banking. Good news! We can do that for you! Simply send us a message through online banking or give us a call.
You will need to set up your external accounts on our new system. Depending on the financial institution, you may be able to add your external account using Instant Verification. This process utilizes your online banking credentials to your other financial institution to verify your external account. No more waiting 3 days to verify your account! Also, our new External Account Transfer service allows for recurring transfers.
Person to Person transfers are now available to you through Popmoney which is available to you through online banking and our new mobile app! Popmoney is available for checking accounts only. Our new Popmoney service allows for expedited transfers, as soon as same day! You will need to re-enter your Contacts.
Your bill pay payee information carried over to our new Bill Pay service!
Very important things to remember:
After agreeing to the new disclosure agreement the first thing you’ll see when you select “Pay Bills” is your payment center, with all of your payees carried over from the old system. (If you have never added a payee, you will be prompted to do so before being able to view this page.) Next, select the biller you wish to pay:
On the payment center, click the “Add a Company or Person” button. You then search and select your biller, or if the company does not appear, you can select “Mail a Check” and input the company information manually.
If adding a person, you will be prompted to fill in their full name, and their mobile number/email address. If you’d like, you can add a nickname. (If you haven’t agreed to the Popmoney disclosure and/or set up your Popmoney account, click “More Ways to Send Money” and fill in the requested information, either bank account info for ACH or address information for a check to be mailed.
You can make a memo on payments delivered by check.
On the row of the biller you’d like to pay, select “AutoPay.” The system will prompt you with a “Set Up AutoPay” message, click it and all of the options available for autopay will display. Select “Start Sending Payments.”
On the row of the biller you’d like to pay, select “Reminders,” and then click “Set Up Reminders.” Fill out the requested information and click the “Send Reminders” button.
On the payee row, select “Activity.” Your recent and pending payments will display and you can click the payment amount for more detail. If you’d like to see more activity click “More Activity” to be taken to the Activity tab.
Popmoney is Greylock’s new Person to Person transfer service. Popmoney allows you to send or request money to/from anyone using their cell phone number or email address.
Under the “Pay People” page, select “Add a New Contact.” A drop down will display where you can fill in all your contact’s information to send them money. All you need is the contact’s name and cell phone number or email address. If your contact’s phone does not support SMS messages please enter an email, as your contact will not receive notification about requests or payments.
On the “Pay People” Popmoney page you’re able to add, import, edit and remove contacts, this can all be done from the Contacts tab. Adding someone and importing contacts is easy, but the Delete Contact and Edit options are harder to find. In order to find these options, simply click on the arrow next to the contact’s name that you want to delete or edit, and an information box on that contact will drop down.
To send money to someone, fill in the name of the contact you’d like to send money to, as well as the amount you want to send. Select the date you want the transaction to occur as well as the delivery speed you’d like. Select which account you’d like the funds to be drawn from, add an email if you’d like, and then click “Send.” Click “Continue,” and if all the information displayed is correct, select “Send Payment.”
Under Pay People select “Request Money,” here you can add a contact or select from a list of contacts you’ve added in the past. Fill out the following prompts and then click “Next,” then “Review Information” and finally “Send Request.”
Automatic Deposit is the easiest and fastest way to receive money. It allows you to designate one account into which all incoming payments will be automatically deposited. To enable Automatic Deposit, go to the “Preferences” tab of the “Pay People” tab and click “Enable” next to “Automatic Deposit.” Once turned on, there's nothing more for you to do - you will be notified of incoming payments via email or text message, the payment will be sent into your selected account. You can edit Automatic Deposit settings in Preferences.
Our new mobile banking app provides the ultimate convenience for banking anywhere, anytime. You can download it from the Apple App Store or the Android Play store and there is even a separate version for tablets.
Yes, just search for Greylock from your app store. Make sure to delete the old one.
You can download the app through your app store. You can also log into online banking and go to the mobile tab. You can have a link sent to you via text to download the app. Visit the mobile link within online banking for more options such as text banking!
Just go to the Mobile link in the upper right corner, select “Add New Device” under “Other Services.” Enter your phone number, select “Continue” and check off the services that you’d like to receive, then click “Continue.” You’ll be prompted for an activation code which you will receive via text shortly. Once you enter the activation code select “Activate.”
On the Mobile App go to the “More” tab and then select “Locations.” You can use your device’s GPS or enter a zip code to search for locations near you.
Instant Balance is a new feature that allows you to check your balance(s) without logging into mobile banking. All you need to do is select the “Instant Banking” symbol to see the balances of instant balance approved accounts.
To set up:
You can now deposit to both checking and savings accounts!
Trends is a new feature designed to make budgeting a breeze. Not only does it include helpful diagrams of your spending and your accounts at Greylock, you can also link your other bank accounts to your Trends data to see how your accounts are doing at other financial institutions. You’ll have the budgeting skills of a pro thanks to our helpful Trends feature.
From time to time you may want to make changes to your security information such as your UserID, Password or contact information. Please see below for instructions on how to change your security information.
You can change your User ID by selecting “Settings,” clicking on “Profile” and then selecting “User ID” from the drop down.
You can change your password by selecting “Settings,” clicking on “Profile” and then selecting “Password” from the drop down.
You can change your address by selecting “Settings,” clicking on “Profile” and then selecting “Address” from the drop down.
You can change your email address by selecting “Settings,” clicking on “Profile” and then selecting “Email and Phone Number” from the drop down.
You can change this by selecting “Settings,” clicking on “Profile” and then selecting “Email and Phone Number” from the drop down. You can also change the phone you use to verify your account at “Settings,” then “Security and Alerts,” then click “Identity Verification Phones.”
Go to settings then click on “Security and Alerts” and click on “Security Questions” from the drop down menu.
You can change your email address by selecting “Settings,” clicking on “Profile” and then selecting “Language Preference” from the drop down.
The Greylock Contact Center, which you can call at 413-236-4000, is open and ready for your questions and concerns regarding logging in, password resets, and other general questions!
The following operating systems and web browsers are supported by our new Online Banking system:
The following software and web browsers are not be supported by our new Online Banking system: Microsoft Internet Explorer 7.0, 8.0, 9.0, Windows XP, Windows Vista, Mac OS 10.7, Opera.
If you have an older version, please update your operating system or web browser to these minimum requirements.