Online Banking

Treasury Management Multi-factor Authentication Migration (UIS)

This is why we are excited to announce a security enhancement to your Treasury Management user experience – effective 6/25/2025.

Benefits

What You Can Expect

All Treasury Management Users will receive a series of emails from Chelsea State Bank. These messages will contain important information, and some will require action on your part. Please review each email carefully and share relevant updates with the appropriate members of your team. Check out the step-by-step guide, below.

It’s Simple. Use this step-by-step guide:

• Step 1: Watch the video on this webpage prior to 6/25/2025 & check out the timeline below for a visual reference of this process
• Step 2: Every Treasury Management User will receive an email from Chelsea State Bank on 6/25/2025
  • This email will come from the same email address as your TM Notices
  • You will need your FI ID and your Login ID
  • This link is valid for up to 7 days from the date it was sent
  • Before you proceed to step 3, make sure you have dedicated time for this task, as the link will expire once clicked after 45 minutes of inactivity
• Step 3: Click the link in the email you receive on 6/25/2025
  • Follow the prompts given once you click the link
  • Reminder: once you click the link, you have up to 45 minutes to complete the prompts
• Step 4: Verification Process
  • Complete the verification process by following the prompts on your screen
• Step 5: Complete the new 2-Step authentication & select preferred method
• NOTE: The Quickbooks/Quicken Integration will be available the following day (6/26/2025).

Enrollment

Users will receive an invite to create a Digital ID. The Link provided in the enrollment email is good for 7 days. Once clicked, the user has 45 minutes to complete the enrollment process.

Video Tutorial

User Guide

Download the UIS Enrollment Guide – complete with screenshots of the enrollment process

Download the Guide