FAQ - BranchLine
How do I login and establish a BranchLine password?
You need your user ID and a password to access BranchLine. If you are new to BranchLine, select First-Time Users click here underneath the login box. After you complete the registration process, you will be able to create a user ID and password. You will also be asked to set up security features to protect your account from unauthorized use. For more information, please call a member service representative at (888) 858-6878.
What do I do if I forget my BranchLine login information?
Enter your user ID in the BranchLine login box. The next screen will ask for your password. Select the Forgot Password link underneath your security image and caption. Enter the required information and read and accept the agreement. You will have to answer a few security questions to verify your identity. If the answers submitted are correct, you will be able to reset your password.
If you don’t know your user ID, please call a member service representative at (888) 858-6878.
Why am I locked out of BranchLine?
If you enter incorrect log in information three times, your account will be locked for security reasons. Account aggregators like Mint or Quicken can also cause lockouts if you change your BranchLine password with us, but do not update it with them. To unlock your access, click on the Forgot Password link and follow the instructions. If you don't know your account number/User ID, please call a member service representative at (888) 858-6878.
Can I update my email address online?
Yes. Simply log into BranchLine and select the Manage Profile tab. In the Options box, select Change Email. The current email address on file will be displayed. Enter your new email address as requested and select Change.
We can also update your email address over the phone. Simply call a member service representative at (888) 858-6878.
How do I sign up for eStatements?
Log into BranchLine then select the eStatements tab. In the Preference box, your current option will be set to Receive Paper. Click on the drop down arrow, select Cancel Paper and then Save. Please read the electronic disclosure and agree to the terms and conditions. You'll receive an email notification when your eStatement is ready.
Can I download or export my account information to Quicken?
Yes. Log into BranchLine and select the View Accounts tab. Select Download Transactions. Then select the account you want to download and choose the appropriate date range. Select either Download to Money or Download to Quicken. We recommend that you save the data in a folder on your desktop. Additional instructions are located here.
Once you have exported the information, open Quicken, select "File", then "Import". From there, select the folder on your desktop.
For help, please call a member service representative at (888) 858-6878.
Can I transfer funds to or from my account at another financial institution?
Yes. Please log in to BranchLine and select the Transfer Funds tab. Then select Manage External Accounts. Click on Add an account at another financial institution. Enter the account information for the other financial institution. We will validate access to the account at the other financial institution by sending two small deposits. Obtain the amount of the deposits, then return to BranchLine and validate the amounts. Once validated, you will be able to transfer funds between Pacific Service CU and your other financial institutions. Transfers requested before 3 p.m. Monday through Friday will be processed the same business day. This is a free service.
I tried to transfer funds using BranchLine. The transfer was denied due to Regulation D. What does that mean?
Regulation D is a federal regulation that governs saving-type accounts. This regulation limits electronic transfers from a savings account to six per month. An electronic transfer includes overdraft transfers, BranchLine, Mobile Banking or ExpressLine transfers, telephone or fax request transfers and pre-authorized electronic debits.
Transfers made at an ATM machine or at a branch are not counted towards the Regulation D limit. For more information, please call a member service representative at (888) 858-6878.