PWB User Guides
Build your knowledge of our platforms and solutions
We provide a number of user guides for your reference and use as needed on an ongoing basis. These guides are provided as a static supplement to our interactive, digital demos.
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Biometric login using fingerprint authentication or facial recognition for logging in to PWB Mobile Banking.
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Frequently asked questions for business credit card payments.
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Use card controls and alerts to control how, where, and when debit cards can be used via a mobile device.
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How to use the credit card program managers' site.
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How to use the credit card holders' site.
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How to complete your loan advance request using PWB's Digital Forms platform.
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An overview of FX Portal including user & account administration, beneficiary management, FX payments, FX trades, dual approval and notifications.
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Enable report access via Online Banking for Business, view activity, run reports and view your accessible balance.
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Mobile Banking is a comprehensive banking solution that encompasses two modes of Mobile Banking: Mobile Web and downloadable application.
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Payments, internal transfers and account management via PWB Banking with NetSuite.
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Learn how to enroll in NetSuite & set up the Integrated Payables make a payment option.
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Wires, ACH, checks, bill pay, positive pay, account administration, statements and alerts.
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Guidelines to obtain the highest level of performance from our Payee Name Verification (PNV) solution.
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Learn how to enroll in PWB Digital Invoicing & Payment Acceptance powered by Autobooks platform.
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Learn how to create an invoice in our Digital Invoicing & Payment Acceptance powered by Autobooks platform.
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Learn how to add, update, re-enable and disable users.
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Learn how to install PWB Remote Deposit yourself.
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PWB Remote Deposit provides the convenience of making deposits from your work location, home office or on the go.
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PWB Virtual Card delivers a full suite of card capabilities to Pacific Western Bank customers. The app provides the ability to give virtual credit cards to anyone in minutes with just their email address. Users can immediately approve, modify or cancel cards. Cards are issued and received instantly and remotely.
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PWB Virtual Card offers a new way to charge business expenses. Use virtual cards and never deal with reimbursements or tedious expense reports again.
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How to activate QuickBooks Direct Connect so you can connect your bank accounts and/or credit card accounts to QuickBooks.
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How to connect your bank and credit card accounts to QuickBooks Online.
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User guide for Remote Deposit Now administrators.
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How to install a scanner for Remote Deposit Now on MacOS.
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How to install a scanner for Remote Deposit Now on Windows.
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How to use Remote Deposit Now.
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Remote and mobile deposit fraud and loss prevention best practices.
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ID authentication using soft tokens at login or for transactions.
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How to complete your loan advance request using PWB's Digital Forms platform.
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Learn how to import wires into Online Banking for Business in two ways.