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NEW ONLINE BANKING PLATFORM

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LAUNCHING MONDAY, SEPTEMBER 28

At PlainsCapital Bank, we are committed to continually evolving our banking tools to provide a better customer experience. We are excited to announce that we will be debuting our new personal online banking platform on September 28! All the details you need to prepare for the launch can be found on this page. Please read all the information carefully.

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IMPORTANT: Verify Your Contact Information
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All future communications about the new online banking platform will be sent to the email address associated with your online banking account. Your mobile phone number will be necessary to login to the new platform for the first time.

Follow these steps to review or update your contact information:

Login to the existing online banking on your desktop (not the mobile app)
- Select “Customer Service”
- Then choose “Contact Information”
Or, call Customer Service at 866.762.8392

WHAT’S NEW
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Modern digital desktop interface
Enhanced mobile banking experience
Credit Insights – Gain valuable insights into your credit score analysis, a credit report snapshot, score simulation tools, and personalized credit score goals
Consolidated view of all your PlainsCapital and other external financial accounts
Access key features across both desktop and mobile
- Zelle^®
- Card Controls
- Personal loan applications
Savings Goals – Set Savings Goals (located under Financial Tools) to help you stay on track and achieve your goals
Instant account verification for external transfers
Improved view of your transactions with spending insights
Enhanced security with additional Card Control options and verification options
24/7 Virtual Support Chat with Texley, our new virtual assistant
Live Support Chat with a customer service representative during customer service hours

WHAT’S NOT CHANGING
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Quicken: Your Quicken functionality will remain unchanged. However, you will need to reconnect your account by completing the connection setup process within Quicken.
Online statements
Bill Pay will have a refreshed look with the same functionality
Scheduled bill payments will convert over to the new platform
Scheduled external and internal transfers will convert over to the new platform
Account nicknames will convert over to the new platform

IMPORTANT DATES
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The upgrade to the new online banking platform will begin at 5 p.m. on Friday, September 25 and will be completed by Monday morning, September 28. Please note the following dates and deadlines. All times are Central Time.

FRIDAY, SEPTEMBER 25 at 4 P.M | Deadline to submit one-time transfers and bill payments before the platform upgrade.

FRIDAY, SEPTEMBER 25 at 5 P.M. – MONDAY, SEPTEMBER 28. | Desktop & Mobile Banking Unavailable

You will not have access to Online Banking or the Mobile Banking app during this time
Transfer and bill payments previously scheduled for this time period will still be sent
While you can receive Zelle^® payments during this time period, you will not be able to send payments
You will be able to use your debit card as usual.
Voice Banking will be available 24/7 at 866.762.8392
PlainsCapital Bank ATMs will be available 24/7
Talk to a live teller at any of our Personal Teller Machines from 9 A.M. – 1 P.M. on Saturday, September 26
PlainsCapital Bank branches will be open during normal business hours on Saturday, September 26
Customer Service will be available on Saturday, September 26, from 9 A.M. to 1 P.M.

MONDAY, SEPTEMBER 28 | New Online and Mobile Banking goes live!

FIRST TIME LOGIN
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What you need to know the first time you log in to online banking after the September 28 launch:

Your username will remain the same.
After entering your username, you will be asked verification information before creating a new password. PLEASE NOTE: Your mobile phone number will be necessary to complete this step.
If you have provided login access to a third party (ex. Mint.com, Credit Karma), you will need to reestablish these connections from within the 3rd party application.

Digital ID [Online & Mobile]

The first time you login, you will receive a pop-up prompt to opt in to Digital ID. If you choose to opt in, Customer Service will be able to send you a mobile verification code when you contact us.

Faster Login [Mobile Only]

The first time you login to the PlainsCapital mobile banking app, you will be given the option to set up a faster login method.
- Biometrics – Face or Fingerprint
- PIN – Set up four digit PIN

SET UP YOUR SECURITY PREFERENCES
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Two-Factor Authentication

We highly recommend adding a two-factor login authentication. To set your authentication preferences, select “Profiles & Settings” in the top nav, then click “Security”. Choose your two-factor authentication preference:

Call
SMS
Authenticator App

Card Controls

You will need to reestablish your debit card controls through online (desktop) or mobile banking. To setup your card controls, click on “Cards” in the top navigation and select “Card Controls”.

DOWNLOAD THE NEW APP
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On Monday, September 28, your PlainsCapital Bank mobile app should automatically update. The new app icon will feature a red buffalo on a white background.

If your app did not automatically update, please visit your device’s app store to download the new banking app.

IPHONE APP

ANDROID APP

NEW ONLINE BANKING PLATFORM

IMPORTANT: Verify Your Contact Information + _

WHAT’S NEW + _

WHAT’S NOT CHANGING + _

IMPORTANT DATES + _

FIRST TIME LOGIN + _

SET UP YOUR SECURITY PREFERENCES + _

DOWNLOAD THE NEW APP + _

IMPORTANT: Verify Your Contact Information
+ _

WHAT’S NEW
+ _

WHAT’S NOT CHANGING
+ _

IMPORTANT DATES
+ _

FIRST TIME LOGIN
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SET UP YOUR SECURITY PREFERENCES
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DOWNLOAD THE NEW APP
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