You’ve taken the first step
Get ready to experience a safe and easy way to manage your accounts online with myAccess.
Frequently Asked Questions
Yes, you can utilize the following links to upload the application to your mobile phone:
Insert Links
1) Select Register at the bottom left of the application
2) Read the Terms and Conditions for Online Banking Services and click the checkbox accepting the terms of the agreement then select the Continue button
3) Input the Loan Number, Last Name, Date of Birth and Social Security Number then select the Submit button
4) Need to input the next steps
1) Click on the Profile tab and the top of the home page on your desktop then click security questions
2) Input your answers for the three questions provided. You will have the ability to select the dropdown to change the questions
3) Select the Continue button after you have answered all three questions
4) Review your answers to confirm they are correct. If they are correct, select the Submit button. IF they are not correct, Select the Edit button which will bring you back to the questions page for you to edit your answers.
1. Click on the Profile tab and the top of the home page or the bottom right-right hand screen on your mobile app then click Password
2. Input your current password and then a new password in their respective fields. You will need to re-enter your new password in the Confirm Password field.
3. Select the Update tab to complete the change
1. Click on the Profile tab and the top of the home page or the bottom right-right hand screen on your mobile app then click Contact Information
2. Edit the respective fields with the new information
3. Select the Update tab to complete the change
1. Click on the Online Statements tab at the top of the home page or the menu bars in the in the upper right corner of your mobile app
2. You will be directed to a third-party site your view your estatement
3. Select the drop down of you loan name in the upper right-hand corner of the home page or the menu bars in the in the upper right corner of your mobile app
4. Select Settings
5. Select Alerts
6. Locate the Add/Edit an Alert in the middle of the page.
7. Select the alert that you wish to add/edit; Balance, Daily Balance, Loan Due, Transaction
8. Select Add Subscription
9. Provide the parameters that you would prefer and then select Submit
1. Select the drop down of you loan name in the upper right-hand corner of the home page or the bottom right-right hand screen on your mobile app
2. Select Settings
3. Select Text Banking
4. Within the Text Banking dropdown, select Register Phone Number.
5. Select if you would like to use the current number on file or a new mobile number. If using a new mobile number, input on the required fields.
6. Select Add to continue
7. You will be directed to a screen to input your activation code that was sent to your mobile phone. Enter the activation code provided to you and select Submit.
8. A new screen will appear for you to create a mobile nickname. Select the enable checkbox, input your mobile nickname, and then select the circle to confirm this is your primary phone.
• Please see Help at the right-hand top of page for a list of available commands and frequently asked questions
1) Locate the Quick Links tab on the right-hand side of the Account Summary page or at the bottom of your mobile app page
2) Select the Make a Payment link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing
• Transaction should post to your designated account within 2-3 business days
1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Select the AutoPay- Enroll link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing
1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Under Request Funds, select the how you would like to send the money, via ACH or via Wire
• If you have standing instructions on file, you would select via ACH-Standing Instructions or Via Wire -Standing Instructions. If you would like to have standing instructions on file, please call Customer Service at (866) 560-8722.
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing
• Please note for ACH, the transaction should post to your designated account within 2-3 business days*.
Yes, you can request an increase to your line of credit that is utilizing the existing collateral. If you wish to add collateral, please reach out to your financial advisor.
1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Select the Request a Line Increase link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing.
Fast balances allow you to view balances and recent transactions right from the login screen, without entering your User ID and password.
1) In the mobile application select the menu bars in the top right-hand corner of the screen
2) Select Settings then Fast Balances
3) Once on the Fast Balances screen you can input your device name
4) Check the checkbox for each account you want to include in Fast Balances
5) Click the Submit button
6) You can now select the Fast Balances button on your log in screen to view balances and recent transactions without entering your User ID and password.
SAVE TIME, GET FASTER RESULTS
This secure, easy-to-use interface is available 24/7. You can save time and get faster results by simply going online to perform standard requests, check loan details, make payments, and manage your lines of credit.
A BETTER EXPERIENCE FOR BOTH BORROWER AND ADVISOR
Through the myAccess portal, you can self-manage your accounts efficiently without advisor notification. With secure access to real-time information and a dedicated technical support team, you can now conveniently:
Features:
- Request funds
- Via wire or ACH
- With or without standing instructions
- Make a payment
- Change your payment method
- View your account status
- Balance
- Interest due
- Availability
- Swapped lines
- Transaction history
- Statements
Use your best untapped resource
With the unused funds in your Securities-Based Line of Credit (SBLOC), you can move forward with almost any plans without tapping into your strategic investments or portfolio.
From business to personal expenses, financial obligations to dream purchases, your SBLOC is ready now to be put to use for you for just about anything including a:
FAQS
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GET STARTED TODAY
Contact TriState Capital Bank to learn how an SBLOC and the myAccess Lending Platform can assist you in getting safe and easy to liquidity for your clients.
To register an existing line of credit, please contact your financial advisor or a TriState Capital Relationship Manager.
To search for bankers specific to your banking needs, industry, and location visit: tscbank.com/find-a-banker
myAccess mobile app is available for download:
Securities-based lending is a non-purpose margin loan secured by eligible, marketable securities. It is non-purpose because the proceeds of the line of credit cannot be used to purchase securities. Securities-based lending has special risks and is not suitable for all investors. The risk of securities-based lending include: (i) market fluctuations that may cause the value of pledged assets to decline, (ii) a decline in the value of the pledged securities that could result in selling the securities to maintain equity, and (iii) possible adverse tax consequences as a result of selling securities. AccessTSC is offered exclusively by TriState Capital Bank through TriState Capital Bank’s Digital Lending Platform (DLP).
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