Online Application Questions

Applying for Accounts Online

Applying online is quick and easy. Your application dashboard is your one-stop hub for information about the status of your application, a list of tasks to complete and documents to upload, and account disclosures available to download.

We’ve compiled a list of common questions to assist you with using your application dashboard. If you have questions that are not answered below, or need further assistance, please visit your local branch or call us at 800-272-9933 (7 a.m. to 7 p.m. PT weekdays).

Frequently asked questions

My “To Do List” says I need to upload a document. How do I do that?

There are two ways to upload a document. Click on the button to select a file from your computer or phone, or drag and drop a file to your dashboard. Many types of files are acceptable, including pdf, xlsx, xls, msg, jpg, jpeg, doc, docx, txt and rtf. The maximum file size is 30MB.

How do I make a change to my application?

On the application’s “Review” screen, most of the sections have an edit icon in the upper right-hand corner. Click on this icon to edit information in that section. For sections that don’t allow online editing, or if you need to make a change after submitting your application, please visit your branch or call us at 800-272-9933 for assistance.

I have a promotional code. Where do I enter that?

You will be given the opportunity to enter your promotional code during the "Eligibility" section of your application. If you were unable to enter the code at that time, please visit your branch or call us at 800-272-9933 for assistance.

How do I apply for a second account?

Interested in opening or applying for another account? Explore our complete list of products to get started. Application options are given for each account type.

How can I make my opening deposit?

During the application process, you will be given the opportunity to select funding your account at a branch with cash or a check, or electronically with a funds transfer. Once your application is approved, you will receive an email with instructions based on the option selected.

If you choose to fund your account electronically, you can do so through an internal transfer from another Banner Bank account. If you are funding it from an account at another financial institution, we’ll send you an email instructing you how to do so through a secure online service called Plaid. 

Change your mind about how you want to fund your account? No problem. Just visit your branch or call us at 800-272-9933 for assistance.

When will I get my new account information and number?

Your account number and disclosures will be provided to you electronically through a secure system called Docusign.

How do I cancel or withdraw my application?

If you’d like to withdraw your application, please visit your branch or call us at 800-272-9933 for assistance.