Question 1

How do I clear my browser cache and cookies?

Accepted Answer

Out-dated cookies can cause loading and formatting issues, clearing them fixes certain problems.

Question 2

What do I need to know when I first log in to the new online and mobile banking?

Accepted Answer

Most importantly, your username will remain the same. You will need to complete a quick identity verification, choose your password, and accept updated terms. Rest assured, all of the following will be migrated to the new platform: transaction history, online bill payments and payees, Zelle contacts and scheduled transactions, external accounts and transfers, statements, and budgets & transaction rules.

Question 3

Was I supposed to receive two codes when I signed in to the new mobile app for the first time?

Accepted Answer

Yes. For security purposes, we will send two codes when you initially sign in.

Question 4

How do I set up new alerts?

Accepted Answer

Since existing alerts will not carry over, you will need to set up new ones. First click on Tools, and then on Spending & Saving. From here, you'll click on settings (the gear icon) near the top right corner of the page, and then click on notifications.

Question 5

What's happening to MoneySync?

Accepted Answer

The MoneySync name is being retired, but the features remain available! Click on Tools, then on Spending & Saving to access the features online or the WaFd mobile app.

Question 6

Why can I no longer see my external banking and credit card accounts to track spending and savings that I added to MoneySync?

Accepted Answer

You will need to add those external bank accounts and credit cards once again. Unfortunately, we were unable to retain and display historical data from MoneySync. The MoneySync name is being retired, but the features remain available! Click on Tools, then on Spending & Saving to access the features online or through the WaFd Banking app.

Question 7

How do I make a mobile deposit?

Accepted Answer

You can make a remote deposit capture or mobile deposit via the WaFd mobile app.

Question 8

I just made an internal transfer, but I don't see it in my transaction history and my balances haven't updated, what gives?

Accepted Answer

Don't worry, as long as you didn't receive an error message your transfer was completed. Please give your accounts a few minutes to update.

Question 9

Why is it taking so long to load my accounts and transactions?

Accepted Answer

It takes some time to categorize your transaction history when you sign in the very first time after the upgrade. It may take several minutes to sync. While you wait, feel free to explore other features of our new mobile app and online banking platforms.

Question 10

Does WaFd Bank support Quicken and Quickbooks?

Accepted Answer

Yes, WaFd Bank supports Quicken and Quickbooks. To download Quicken files, clients will need to enroll in our Treasury Express tool on our business platform. You will be able to access your personal account via this Treasury tool. To request the ability to integrate your personal WaFd financial accounts, please visit our Quicken page and fill out the access form.

Upon receipt of your request, it will take 2-3 business days for us to setup your access. A WaFd Banker will send you an email with instructions on how to access Treasury and how to download Quicken files.

Question 11

What is “Hold: Visa Provisioni Visa Provisioning S CAUS”?

Accepted Answer

When you setup your WaFd Bank debit card in Apple Wallet, Google, or some other digital wallet application they will place a hold for $0.00 on your account. The hold will typically last for 72 hours and then will fall off your pending transaction list.

Question 12

I am not receiving the text verification number on my iPhone?

Accepted Answer

This is a known Apple issue where users are experiencing missing texts. Please update your iOS to the most current version and try again.

Question 13

Can I view my loan statements from online and mobile banking?

Accepted Answer

Not yet, but we're working on it! Loan statements will be available in online and mobile banking soon.

Question 14

How do I set up Zelle?

Accepted Answer

Click or tap on Zelle while logged in to WaFd’s online or mobile banking.

Frequently Asked Questions - WaFd Bank's New Digital Banking