Frequently Asked Questions

What is My Access?

My Access is an online system that brings together online banking with a series of value added tools. Through My Access, customers are able to access their account online (Online Banking), users can send and receive documents with GreenStone electronically (File Exchange), customers can access files GreenStone has stored (My Documents), users can establish custom alerts based on individual need (My Alerts), and more.

Is the system secure?

Yes. My Access uses advanced encryption technology to ensure your information stays safe and secure. Only you and those you designate have access to your account(s). We strongly suggest you do not share your account access information with anyone. Internally, GreenStone implements strict policies and procedures to safeguard your personal information and maintain your confidentiality.

How can I get help with My Access?

Support is available (Monday through Friday, 7:30 a.m. - 8:00 p.m. ET and Saturday, 9:00 a.m. - 3 p.m. ET, except holidays) by calling 855-895-2761 or by email at

How do I change my password or email address?

After you login to My Access, choose the My Profile tab to change your password or email address.

What is the authentication image and phrase?

The authentication is an added layer of security to ensure that you are logging into My Access and not a site that is trying to access your username and password. The image and phrase will display on the password page each time you login to My Access. If you do not see the image you selected or a different image appears, check the URL or web address you are using to access the portal. Look for a lock near the URL or to see if the URL begins with https. Then contact us at 855-895-2761 or

What is Online Banking?

Online Banking is a free service from GreenStone that allows you to access your account information and make various transactions online. It is available 24 hours a day, 7 days a week.

What is File Exchange?

The File Exchange section allows the sending and receiving of confidential files such as tax information and balance sheets between you and GreenStone. By default, an alert is automatically sent to the primary email address when a new document is exchanged.

What is My Documents?

The My Documents section of My Access will allow customers to view documents that are stored by GreenStone. These could include loan documents, prepared tax returns, monthly accounting reports, crop insurance documents or appraisal documents based on the services you have with GreenStone.

What is My Alerts?

This feature allows you to set up email alerts or text message alerts to notify you of an upcoming loan maturity date, when your operating loan available funds reach a certain balance, or if you have received a document from GreenStone through File Exchange.

What is My Profile?

The My Profile tab allows you to:
  • Change your challenge questions.
  • Update your email address.
  • Change your authentication image and phrase.
  • Change your password.

What features does Online Banking offer?

You can:
  • Retrieve copies of draft images online.
  • View statements and bills.
  • Make loan payments and deposits to funds held.
  • Transfer money to or from other financial institutions.
  • Grant access and authorization to another person such as your accountant or business partner as a sub-user. You can add or remove them at any time.

What if I want to login to My Access from a different computer or device, or from a different location like a library or hotel?

If you use a different device or public computer, you will be prompted to answer additional challenge questions to ensure security in the process. Be sure to logout and close the browser window after completing your session.

I do not remember my username. What should I do?

Click on the Forgot Username link for assistance.

I have locked myself out of My Access. What should I do?

Call Customer Support at 855-895-2761 during regular business hours (Monday through Friday, 7:30 a.m. - 5:30 p.m. EST) or email us at

What is the "I would like to..." box on the right side of the Online Banking screen?

The "I would like to..." menu is displayed on most of the Online Banking screens and offers quick access to the most commonly used activities in Online Banking. Use these links to complete various tasks and actions.

How do I check my account balance in Online Banking?

An account summary is shown on the home page of Online Banking. This summary shows all accounts including principal, interest and available balances for each account. You can also access it through the Account Info/Payment tab.

How current is my account information in Online Banking?

Online Banking offers you balance and transactions as of the previous business day. Transactions initiated in the system will be available for viewing and modification within the transaction summary area until the transaction is processed. You must complete all transactions by 5 PM CST to have them register for the next business day. Draft images are not seen online in the draft summary until day two.

How do I transfer money in or out of an account in Online Banking?

On the right-hand side of the Online Banking home page, you will find the "I would like to..." section.
  • Select "Make a Payment" to move money into your Access Financial account.
  • Select "Make a Disbursement" to move money out of your Access Financial account.
Please note that you will need to set up and authorize a bank account to transfer money to and from your Access Financial account. To set up the bank account, you will need the bank routing and account numbers.

Where can I find my scheduled payments in Online Banking?

Select the Account Info/Payment tab on the main navigation bar of Online Banking, and then select Transfer/Payment from the sub-menu. The Transfer Summary screen will show recent transactions (pending) first. Transactions being processed today (or if it is a non-business day, the next business day) are listed at the bottom of the screen.

How do I see more detail about my account or transactions in Online Banking?

Each Online Banking screen is designed to allow you to go from a summary page to detailed information or detail entry pages.

How do I view my statements and bills in Online Banking?

Click on the Statements and Bills tab within Online Banking. A new window will open listing your annual statements, current year's monthly statements and most recent bills. You can then select the statement or bill you would like to review. Close the window when you are finished and return to the Online Banking site to continue or log out. When you log out you will be returned to your My Access home page.

How do I view draft images in Online Banking?

In Online Banking, go to the Account Info/Payment tab and choose Account Summary. Choose an account row and click on the Account Activity button located under the summary table. Draft numbers are underlined in blue font. Click on the draft number to open a new window displaying the front and back of the paid draft image.

What is Pay Now in Online Banking?

Pay Now in Online Banking is a quick, simple way to view pending billings and make payments with just a few clicks. To use, select the Pay Now tab in the main navigation bar. A new window will open. Follow the instructions to make payments.

Why am I not receiving alerts?

Once you set up a mobile number or email address using Email/Number Manager, you need to set up the alerts in Alerts Manager. In Alerts Manager you can customize the available alerts, and also select which way you wish to receive the alerts (by email, phone, etc.).