Online Banking

Zelle

We have partnered with Zelle® to bring you a fast, safe and easy way to send and receive money with friends, family and other people you trust.

WHAT IS ZELLE?
Zelle® is fast, safe and easy way to send money directly between almost any bank accounts in the U.S., typically within minutes. With just an email address or U.S. mobile phone number, you can send money to people you trust, regardless of where they bank.

WHO CAN YOU SEND MONEY TO WITH ZELLE?
You can send money to friends, family and others you trust. Since money is sent directly from your bank account to another persons bank account within minutes. It’s important to only send money to people you trust, and always ensure you’ve used the correct email address or U.S. mobile number.

HOW TO START USING ZELLE:
1.Enroll or log in to Online Banking and navigate to “Move Money” or select the “More” option from our Mobile App
2. Select “Send Money with Zelle®”
3. Accept Terms and Conditions
4. Select your U.S. mobile number or email address and deposit account

FAST
Send money directly from your account to theirs, typically in minutes.

SAFE
Send and receive money with Zelle® right from Online Banking and navigate to “Move Money” or select the “more” option from our online portal or our Mobile Banking App.

FREE
There are no fees to send money with Zelle® from our online portal or Mobile Banking App.

Direct Connect

Direct Connect is a service that allows Quickbooks and Quicken users to update their Pegasus Bank account(s) in Quickbooks and Quicken. Direct Connect integrates seamlessly with Pegasus Online Banking, and allows banking clients an automated way to download your company’s online banking transactions in Quickbooks and Quicken. Direct Connect is a complimentary service provided by Pegasus Bank to our customers.

FEATURES & BENEFITS:

• No manual data entry: Download all of your transactions directly into QuickBooks, instead of typing them in manually.
• No duplicate transactions: Direct Connect incorporates a special transaction – matching algorithm that prevents the download of duplicate transactions.
• Automatically reconcile date: Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
• Easier to use: Direct Connect files may be automatically opened from within QuickBooks, which eliminates the need for you to search for files that have been downloaded.
• Pay your bills: Schedule one-time or repeating payments. Note: You will need your Pegasus Bank Online Banking ID and Password to complete this process

SET UP DIRECT CONNECT:

1. Log into your Pegasus Online Banking account
2. Hover over “Additional Services”
3. Select “Connectivity for Quickbooks and Quicken”
4. Create your Direct Connect PIN

Once you have created your Direct Connect password, click on the link below for instructions on how to link your Pegasus Bank Direct Connect Access to either Quicken or Quickbooks.

• Quickbooks Link Instructions
• Quicken Link Instructions

Card Management

Card Management lets you control when, where and how your Pegasus Bank debit card is used. Manage and monitor your debit card transactions from anywhere. Access this feature from the Card Management tab within Online Banking or from the Pegasus Bank mobile app by selecting “More” in the bottom right-hand corner of the app.

With Card Management you Can:

• Turn your card on or off
• Establish transaction spending limits based on your preferences, including dollar amount, transaction type and merchant type
• Receive instant alerts when your debit card is used or exceeds the spending limit set by you
• Set parental controls and monitoring

CONTROL SPENDING:
If you’re trying to establish or stick to a budget, Card Management can help. Set spending limits for general use or specific thresholds by merchant types, such as gas, groceries or retail stores.

Going on vacation? Holiday Shopping? Simply update your transaction controls to fit your spending needs.

FRAUD PROTECTION:
A lost or stolen card is just one area of concern in today’s world where identity theft, skimming and other attacks are an unfortunate reality. Turning your debit card off when you’re not using it helps safeguard against fraud. When your card is “off”, no withdrawals or purchases will be approved. And real-time alerts keep you informed when your card is used or declined.