From the bank’s homepage, click on the “Client Login” link and select either “PERSONAL” or “BUSINESS” to get started. Mobile banking is enabled once the online banking is approved. No additional actions are needed. Please make sure to download the bank’s app through Apple’s App Store or Android’s Google Play. Refer to Quick Guide – Online Banking Enrollment – Personal or Quick Guide – Online Banking Enrollment – Business.

Navigate to Accounts → Select an Account → Statements → Click Here → Accept Electronic Delivery of Bank Statements Consent and Agreement. Please note that electronic statements are not retroactive. Refer to Quick Guide – Internet Banking Statement.

To enable bill payment, navigate to Contact Us → All Services & Settings → Preferences → Modify Account Access → Select Account & I Want To – Edit.

Navigate to Transfers → Schedule Loan Payment.

Navigate to Transfers → Schedule Loan Payment → I Want To → Specify Principal. Refer to Quick Guide – Online Banking – Loan Payment.

Navigate to Contact Us → All Services & Settings → Preference → Online Accounts → Add Account.

Navigate to Contact Us → All Services & Settings → Stop Check Payment.

Navigate to Contact Us → All Services & Settings → Stop Check Payment → CLICK HERE (CLICK HERE must be clicked for both an electronic payment or a range of checks.).

The bank supports both DirectConnect and WebConnect. To setup DirectConnect for the desktop versions, you will need to allow the online banking system to share information by navigating to Contact Us → All Services & Settings → Other → Personal Finance Software Access. Refer to Quick Guide – Online Banking – QuickBooks – DirectConnect.

A security token is a type of software-based authentication system available as an app or a small physical device. The bank uses the token to safeguard entry to its Cash Management modules, which include wire transfer and ACH origination modules. Please make sure to download the Symantec VIP Access app through Apple’s App Store or Android’s Google Play. To activate your token, please log in and navigate to Contact Us → All Services & Settings → Activate Token (Note: Security Token ID = Credential ID). Refer to Quick Guide – Online Banking – Security Soft Token Activation.

Please call Online Banking & Cash Management Support at 858.847.4705 to request a removal of the old token ID from your online profile.

Only business accounts can have sub-users. The main user or sub-user administrator can make user changes. For joint personal accounts, each user should enroll separately for access. Please navigate to Cash Management → Administration. Refer to Quick Guide – Business Online Banking – Administration.

Please e-mail rdc@banksocal.com or your home branch with the request to add another scanning user along with the new user’s name, e-mail address, and phone number.

Please e-mail rdc@banksocal.com or your home branch with the request to add another account along with the account number and title that you wish to add.

Please contact Cash Management at 858.847.4705 for an installation support.

Yes, the bank is able to send a foreign currency wire. Please contact your branch for the exchange rate and process.

To receive a wire transfer to your account, please provide the following information to the sender:

• Domestic (U.S.) [Refer to Wire Instructions – Domestic]:
  • Wire Routing Transit Number: 122243402
  • Bank Name: Bank of Southern California N.A.
  • Address: 12265 El Camino Real, Ste 100 San Diego, CA 92130
  • Your Account Number
  • Your or Your Business Name and Address (No PO Box)
• International [Refer to Wire Instructions – International]:
  • Intermediary Institution (Field 56A):
    • Pacific Coast Bankers’ Bank, Walnut Creek, CA 94596
    • SWIFT CODE: PDBBUS66
    • ABA Number: 121042484
  • Account With (Field 57D):
    • Bank of Southern California N.A.
    • Address: 12265 El Camino Real, Ste 100 San Diego, CA 92130
    • Account Number: 122243402
  • Beneficiary Customer (Field 59):
    • Your or Your Business Name and Address (No PO Box)
    • Your Account Number with Bank of Southern California

Please make sure to have full beneficiary and beneficiary bank information including SWIFT code and intermediary bank information. If the intermediary bank information was not provided or not available, please contact your home branch. Intermediary bank information is required for an international wire transfer.

Yes, they are required information and must be a physical street address. A PO box address will not be accepted.

The deadline for Domestic and international USD wire transfers is at 2:00PM PST. The deadline for a Foreign currency wire transfer is at 1:00PM PST.

Yes, a Business Online Banking client may create and save templates for future use.