A single index that points to every customer support category this reference covers: account access, card issues, statements and tax forms, dispute forms, SBA documentation pointers, and wire transfer templates. Written so a customer can skim the list, find the right path, and move on.
Every support question a typical Exchange Bank customer has lands in one of seven buckets. This page lists all seven and links to the dedicated reference for each. If a question straddles two categories — say, a disputed ACH transfer that also involved a stolen passcode — reading both referenced pages in sequence usually resolves the uncertainty before the customer picks up the phone.
Most pages are read-only references. They explain how a process works at Exchange Bank, what documents the customer will need, and which federal rule governs the consumer protections involved. A few pages also contain downloadable templates, such as the wire transfer worksheet and the sample dispute letter, so the customer can fill out paperwork offline before calling in.
Customers who have lost access to online banking or the mobile banking app start at the login help guide. That page walks through username recovery, passcode reset, the second-factor prompt on a new device, and what to do when the Exchange Bank login page does not load. For the service explainer, the Exchange Bank login page covers the flow from the product-marketing angle.
Every phone number used in this reference matches the contact directory. If a number anywhere else does not match, the directory is the authoritative copy. The card fraud line runs around the clock; general personal banking operates during posted business hours.
Statements, disclosures, and tax forms live inside the logged-in online banking session under Statements and Documents. Customers can download PDF copies, request mailed paper statements, or authorize a tax preparer to receive digital copies. Disputes open from the same interface or by phone. The CFPB's billing dispute guide explains what counts as a dispute under federal rules and how quickly the bank must respond.
Business owners considering an SBA 7(a), 504, or microloan through Exchange Bank will need the same federal forms that every SBA lender uses. The SBA loans portal lists the current versions of Form 1919, Form 413, and the 7(a) loan guide. Exchange Bank's lender will walk the applicant through packaging the documents, but reviewing them beforehand shortens the first meeting.
| Support topic | Recommended channel |
|---|---|
| Account access, passcode reset, locked account | Login help guide or phone (707) 555-0142 |
| Lost or stolen debit card, card fraud | 24/7 card fraud line (707) 555-0188 |
| Statements, tax forms, e-documents | Online banking > Statements and Documents |
| Unrecognized charge disputes | Online banking dispute form or branch visit |
| SBA loan paperwork | Business banker appointment, SBA loans reference |
| Wire transfer initiation | Wire transfers reference or phone |
Customers sending wires for the first time appreciate a reusable worksheet. The wire transfers reference lists the fields an Exchange Bank operator will ask for: beneficiary bank name, routing or SWIFT code, beneficiary account number, beneficiary name and address, remitter reference, and purpose-of-wire description. Filling those out before the call saves time on both sides. Business banking customers can also use the treasury management page to orient themselves on ACH origination, positive pay, and remote deposit.
The most-used support paths at Exchange Bank start with the login help guide and the Exchange Bank login page. From there, customers branch into online banking, the mobile banking app, bill pay, wire transfers, mobile check deposit, and account alerts. Product pages cover personal checking, savings, money market accounts, credit cards, home mortgages, and auto loans. Business readers visit business checking, SBA loans, merchant services, and commercial real estate. Supporting pages include the security center, about Exchange Bank, leadership, the contact directory, and legal notices at privacy, terms, and accessibility.
From the official Exchange Bank online banking page, the 'forgot username' link walks a customer through identity verification using the account number on file, the last four digits of the social security number, and the registered date of birth. After verification, the system displays the username on screen or emails it to the address on file.
For card-present or card-not-present charges that look wrong, customers open a dispute inside online banking, over the phone, or at any branch. The bank provides a provisional credit while it investigates, and the full disputes framework follows Regulation E for debit cards and Regulation Z for credit cards. The CFPB publishes plain-language guides that explain what timeframes and consumer rights apply.
Wire initiation starts inside the online banking dashboard for enrolled customers or by phone for non-enrolled customers. The bank verifies the customer, confirms the beneficiary bank details, places a callback for new payees as a fraud control, and schedules the wire within the daily cutoff window.
Year-end tax forms and monthly statements live inside the online banking portal under the Statements and Documents section. Customers can download PDFs going back several years, request mailed copies for a posted fee, or authorize a tax preparer to receive copies directly.
Exchange Bank lenders help small-business customers assemble the SBA Form 1919, the Form 413 personal financial statement, tax returns, cash-flow projections, and ownership documentation. The Small Business Administration publishes template copies of every form on its official site so customers can preview the paperwork before the first meeting.