Information Reporting

Without access to account balances and activity, managing all aspects of your business's cash flow is far from simple. With ViewPoint Bank's Treasury Management, all of your account balances and activity are at your fingertips.

Balance & Activity Reporting

This service provides easy access to current and previous day account balances and transaction information via Online Treasury Management. Information can be accessed from your office or wherever you choose to conduct your business. Most importantly, the system is safe, secure and provides the ability to establish various levels of access for additional system users.

Benefits:

• Earlier, easier determination of daily cash position
• Secure, complete, and confidential access
• Access to information anywhere at anytime
• Increase cash controls thereby reducing cost
• Multiple banking services at one location
• Custom reporting
• Data export in several formats including: QuickBooks, Quicken, Money, CSV, and HTML

Telephone Banking

The telephone banking system provides an easy way to check your balance or find out about activity on your accounts by using a touch-tone telephone. You can obtain information on transaction accounts including (checking, money market and savings), find out about specific withdrawals and deposits, or even make a transfer between accounts.

Benefits:

• Check on deposits and withdrawals
• Transfer money between your accounts
• Make loan payments
• Reorder checks
• Branch locations and hours
• Work with multiple accounts on one call
• Learn about new products
• Calculate your own payments
• Future dated transfers
• Call 972-578-6000