accessOPTIMA® Mobile

1.9
15 reviews
1K+
Downloads
Content rating
Everyone
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About this app

accessOPTIMA® is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud.

accessOPTIMA delivers enhanced capabilities

• Customizable dashboard lets you tailor screens with the information you need for your specific job function
• Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen
• Real-time reporting gives you access to current account balances and transaction data, 24/7
• Responsive design provides a seamless experience across desktop, mobile phone and tablet devices
• Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues
• Administrative controls offer a simple way to add or clone users and set individual permission standards
• Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs
Updated on
28 Jun 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection

Ratings and reviews

1.9
15 reviews
Tihomir “Tihi” Copic
5 August 2022
Mobile login hasn't work for weeks. You can login per iPhone but the check deposit just keeps circling after you take a picture of it. Their check scanner device doesn't work either. Terrible non-tech bank , they change their portals and login procedure every few months. We have a business to run but it is impossible with those guys not having your back. Stay away.
4 people found this review helpful
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Ivan Ortiz
27 April 2023
Update: one star because zero stars is not allowed. Terrible experience. Every three uses, I have to reinstall the app because the camera will not come up to deposit checks. It's actually easier and more reliable to use the free Citizens App, except that the deposit limit is too low. Please fix. EDIT: Although the camera issue seems resolved, now I can't even login because the app says I have a secure connection error. So I have to drive to the bank to deposit checks.
8 people found this review helpful
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James McKenna
2 December 2020
Has never worked for long. It had been working for a few weeks after constant problems previously, but now its requiring an update that never completes. Down again, more downtime than uptime with this app.
5 people found this review helpful
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What's new

Defect Fixes