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Accounts

Accounts

This section includes frequently asked questions about your accounts in online and mobile banking.

 

Account details

  1. When I download my history to Quicken or QuickBooks, the application does not launch automatically. Why?
    The file type is not properly associated with the application. The easiest way to create the association is to save the download file to your desktop the first time, right-click the file and click Open with. In the Open With dialog, select Quicken or QuickBooks. The next time you download your history, the program should launch automatically. For more information, check the documentation for your desktop computer.

  2. Can I see transactions from other users in my company?
    Yes, if your rights permit you to see the activity of the other users instead of just your own.

  3. What is a Tracking ID?
    The Tracking ID is a unique identifier for each transaction that you create in online and mobile banking. It is a reliable way to reference a transaction. Tracking IDs appear in the transaction details on the Activity Center page. When you use secure messages to inquire about an account or a transaction, the message automatically includes the tracking ID.

 

Activity Center page

  1. How is the Activity Center page different from the Account Details page?
    The Activity Center page contains all transactions initiated in online and mobile banking including checks deposited through mobile deposit. It does not include transactions that you make by other means, such as ATM or debit card transactions. The Activity Center page also shows the status of each electronic transaction as it moves from a drafted status to approved, then processed.

    The Account Details page is a record of processed and cleared transactions against your account from all sources. The Account Details page does not include transactions that have been drafted, approved, or canceled in online banking or mobile banking, only those that have already cleared or that will clear your account the next processing day.

 

Statements

  1. Why are some accounts not in the account drop-down list when I view statements?
    Certain account types do not support e-statements.

  2. I clicked Get Statement on the Statements page, but nothing happened. Why?
    Ensure that you allow pop-ups for the online banking site in your browser settings. If you encounter problems loading the page, it is likely that the pop-up box is being blocked by a pop-up blocker or a toolbar pop-up blocker. You can disable the pop-up blocker in your browser's settings or add the online banking site as an allowed site.

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