Visit the AccessJFG Section on our Client Resources Page.

Combine current Customer ID (exclude 288) with your current User ID

Example: Current Business Gateway Customer ID: 288JFG; Current User ID: jdoe

New AccessJFG User ID: JFGjdoe (User ID is not case-sensitive)

Utilize current Business Gateway Password, will be prompted to change  

Google Chrome (Current and previous two versions)

Mozilla Firefox (Current and previous two versions)

Microsoft Edge (Current and previous version)

Apple Safari (Current and previous two versions). 

Please note, Microsoft Internet Explorer is NOT supported. 

AccessJFG will launch on 11/17/2020. 

On 11/17/2020, you will find the link for AccessJFG under the Business or Commercial & Institutional sections found within the “Login” menu on JohnsonFinancialGroup.com.

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.

Yes, if your rights permit you to see the activity of the other users instead of just your own.

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 in the Online Activity page. When you use secure messages to inquire about an account or a transaction, the message automatically includes the tracking ID.

 

Shared reports are only shared across the same User Role. On the initial migration from Business Gateway, all users have been put into separate User Roles. If you would like to be able to share reports, an administrator would need to build and consolidate your user roles in order to have sharing functionality.

In order to print or save a full size image of the front and back of the check on one page you will need to adjust the scaling options in print settings. 1) Click Print. 2) Click on “more settings”. 3) Choose Custom next to scale. 4) Set to 50. This should resolve the issue and print both the front and back of your check on one page

If you are in our Commercial Package of AccessJFG, you can update the balance types that display.  To do that, go to the Settings menu and select Account Preferences. Then, click the account you want to update the displayed balances.  Choose up to 2 balance types to display on the homepage for that account.  Repeat for any other accounts you’d like to update. 

The Online Activity page contains all transactions initiated in AccessJFG and the mobile app. It does not include transactions that you make by other means, such as checks. The Online Activity page also shows the status of each electronic transaction as it moves from a drafted status through to a processed status.

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 AccessJFG and the mobile app, only those that have already cleared or that will clear your account the next processing day.

Refresh your page and you should see the transaction listed. If it still doesn’t show, please log off and log back in and the transaction should be available for your approval.

In the Online Activity page, click on the Recurring Transactions tab.  Then, find the line item for the recurring payment you’d like to cancel, click the kabob menu on that line, and then click Cancel Series.  The next transaction in the series will also be showing in the Single Transactions tab.  It should be cancelled when you cancel the recurring transaction, however it is best to verify that.  Return to the Single Transactions tab and find the transaction you are looking for and make sure the Status column shows as cancelled; if not, click the kabob menu and choose to cancel it.

A recurring transaction should be cancelled from the Recurring Transactions tab on the Online Activity page.  If you cancelled the transaction as it shows on the Single Transactions tab, that is only going to cancel the next transaction in the series, but it will not cancel the entire series. 

Certain account types do not support online statements, for example loans.

Ensure that you allow pop-ups for the AccessJFG 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 AccessJFG as an allowed site.

If you are on a public computer, you may wish to view images. PDF documents are often cached by the browser and stored in a temporary files folder. If you select PDF on a public computer, you should delete the cache files and other temporary files after you log off to ensure your security.  We suggest you do not access your online banking when using a public computer.

At this time, you must print each statement individually. We are looking into an enhancement to allow you to print multiple statements at a time.

There is a security setting in Google Chrome that is preventing your browser from automatically opening your PDF statements.  Below are instructions on how to change that setting.  Or, if you don’t want to change the setting, please use a different browser (such as Microsoft Edge) to download your statements).

  • In Google Chrome, click the Actions Menu of the Browser (kabob menu in the upper right corner) and click “Settings”
  • Scroll down to Privacy and Security and choose “Site Settings”
  • Scroll down to the bottom of the page and click “Additional Content Settings”
  • Click “PDF Documents”
  • Toggle On for the option Download PDF files instead of automatically opening them in Chrome.

A Subsidiary is the equivalent to the ACH Company ID in Business Gateway.

 

The Recipient Address Book is where all your ACH and Wire Recipients are saved.

 

Yes, once you edit a Recipient, the information will be updated in the Recipient Address Book and all respective ACH/Wire Templates.

No, address information is only required if the recipient is set up to receive wires.

You can use a payment to send a pre‑note to an account. To send a pre-note to a newly established recipient, send a zero dollar ACH transaction to the recipient account. The pre-note confirms the validity of a routing number and account at the receiving financial institution, without any movement of funds taking place.  If sending a pre-note, you must wait 3 business days before you can send a live transaction to that recipient.

Go to the Message Center and create a new Message.  For the Message Recipient, select “ACH;” for the Message Subject, enter “ACH Reversal.”  In the Message body, please enter the specific details of the file or transaction you need reversed: File amount, Approval Date, Effective Date, Reason for Reversal.  For individual Transactions, also include Recipient Name, Recipient Account Number, and the dollar amount of the individual transaction. 

In Online Activity, after finding the transaction you can either click the kabob menu and select Print Details for a detailed PDF or use the Export option at the top of the screen to produce a detailed CSV file.

ACH Batch is when you are sending money out (sending a payment); also known as an ACH Credit. ACH Collection is when you are pulling money in (collecting money); also known as an ACH Debit.

ACH Batch is used for sending money to a recipient (ACH Credit). ACH Collection is used to collect or pull money from a recipient (ACH Debit). Payroll is used only for sending payroll direct deposits.

For standard, non-same day processing, ACH Files should be submitted by 4:00 PM CT to allow JFG to confirm ACH Limits and file validation. Files can be submitted until 8:30 PM CT, however files submitted after 4:00 PM CT cannot be confirmed for limits or validation until the next business day.

If either of these items causes the file to reject, the file will be delayed by one business day. For Same Day ACH processing, files submitted via the online module (non-Pass-Thru) must be submitted by 11:30 AM CT.

Same Day Pass-Thru files must be submitted by 12:00 PM (noon) CT.

Transactions must be approved the same day they are drafted.  If not approved the same day, the transaction must be re-entered.  For non ACH Pass-Thru transactions, a transaction can be easily copied by visiting the Online Activity page, clicking the kabob menu for that transaction, and choosing Copy.  You will be taken to the transaction setup page and will simply need to update effective/process date.

In the Online Activity page, click on the Recurring Transactions tab.  Then, find the line item for the recurring payment you’d like to cancel, click the kabob menu on that line, and then click Cancel Series.  The next transaction in the series will also be showing in the Single Transactions tab.  It should be cancelled when you cancel the recurring transaction, however it is best to verify that.  Return to the Single Transactions tab and find the transaction you are looking for and make sure the Status column shows as cancelled; if not, click the kabob menu and choose to cancel it.

A recurring transaction should be cancelled from the Recurring Transactions tab on the Online Activity page.  If you cancelled the transaction as it shows on the Single Transactions tab, that is only going to cancel the next transaction in the series, but it will not cancel the entire series. 

The ACH Pass-Thru feature allows you to create files with multiple batches and with other SEC codes, depending on which SEC codes you are entitled to use. In addition, unlike other ACH payments, the ACH Pass-Thru feature performs minimal validations before passing the file to us.

You can import NACHA-formatted files in ACH Payments or ACH Collections and Payroll payments, but those files may only contain one batch each. In addition, those payments can only support PPD, CCD, WEB, or TEL Standard Entry Class (SEC) codes, depending on what SEC codes you are entitled to use.

 

By default, we do not support all SEC codes. If you encounter unsupported SEC codes that you need to submit, please contact your Johnson Financial Group Treasury Management Consultant during regular business hours.

Because there may be multiple effective dates in the file, you enter the date on which you want the file to be processed. The Process Day is the date the file should be sent to the bank to begin processing. This is not equal to the effective date.

We suggest you set the process date at least 1 business day prior to the earliest effective date contained within the file.  If the process date is the same day or after an effective date within a file, the file could be sent as a same day ACH which are subject to additional processing fees.

 

AccessJFG ACH Pass-Thru is a true Pass-Thru process meaning the system will simply pass the file directly through to the ACH Processor after approval. Being a true Pass-Thru system, AccessJFG will only extract the total dollar amount and number of transactions. For a detailed view of your Pass-Thru Transaction, please refer to your internal NACHA formatted file that was uploaded into the system.

You can use the ACH Batch/Collection/Payroll functions found in the Payments section of the Cash Management menu to upload a NACHA file. This will only work for single batch ACH Files that are unbalanced.

For standard, non-same day processing, ACH Files should be submitted by 4:00 PM CT to allow JFG to confirm ACH Limits and file validation. Files can be submitted until 8:30 PM CT, however files submitted after 4:00 PM CT cannot be confirmed for limits or validation until the next business day.

If either of these items causes the file to reject, the file will be delayed by one business day. For Same Day ACH processing, files submitted via the online module (non-Pass-Thru) must be submitted by 11:30 AM CT.

Same Day Pass-Thru files must be submitted by 12:00 PM (noon) CT.

Transactions must be approved the same day they are drafted.  If not approved the same day, the transaction must be re-entered.  For non ACH Pass-Thru transactions, a transaction can be easily copied by visiting the Online Activity page, clicking the kabob menu for that transaction, and choosing Copy.  You will be taken to the transaction setup page and will simply need to update effective/process date.

 

A Subsidiary is equivalent to the originating account that your company has contracted for wire originations. 

You may need to use an intermediary financial institution if the financial institution for the beneficiary is not a direct Fedwire participant and cannot receive a wire transfer via the Fedwire system.  These instructions should be provided to you by the beneficiary.

JFG requires all wires initiated online to be approved by a different user than the user who created the wire. If you are creating a wire, you will only be able to Draft it. Another user will need to approve the wire from the Online Activity page.

Under the Reports menu, select Wire Activity. Click on the “Incoming” tab. Then, click the wire for further details. Please note, depending on your company’s contracted services, you may not have access to this reporting function.

Some larger Financial Institutions (FIs) also act as an intermediary for smaller FIs. For Wire Instructions, those smaller FIs may use the larger FI’s routing number. If you are presented with multiple FI names when entering a routing number, we suggest you search for the FI by their name instead of routing number.

Wires (both international and domestic) must be submitted by 4:00 PM CT for processing that day.

Transactions must be approved the same day they are drafted.  If not approved the same day, the transaction must be re-entered.  For non ACH Pass-Thru transactions, a transaction can be easily copied by visiting the Online Activity page, clicking the kabob menu for that transaction, and choosing Copy.  You will be taken to the transaction setup page and will simply need to update effective/process date.

In the Online Activity page, click on the Recurring Transactions tab.  Then, find the line item for the recurring payment you’d like to cancel, click the kabob menu on that line, and then click Cancel Series.  The next transaction in the series will also be showing in the Single Transactions tab.  It should be cancelled when you cancel the recurring transaction, however it is best to verify that.  Return to the Single Transactions tab and find the transaction you are looking for and make sure the Status column shows as cancelled; if not, click the kabob menu and choose to cancel it.

A recurring transaction should be cancelled from the Recurring Transactions tab on the Online Activity page.  If you cancelled the transaction as it shows on the Single Transactions tab, that is only going to cancel the next transaction in the series, but it will not cancel the entire series. 

Loan Payment and Advance functionality is coming shortly. In the meantime, please contact your Relationship Manager or Commercial Loan Coordinator (CLC) to process a loan payment or advance.

There is no registration requirement on our system. To make federal and/or state tax payments, you should register or enroll in the Electronic Funds Transfer (EFT) program for each tax authority that you want to pay. Payment via our online banking system does not enroll you with the federal or state agency. Some agencies will not accept electronic tax payments from unregistered parties.

In AccessJFG, instead of directly managing individual user’s permissions, a company will setup User Roles based on job duties.  That User Role will be given account and services entitlements.  For example, you could create an Accounts Payable Role that will have access to any ACH or Wire Payment functions.  A User Role will then be assigned to each individual user. 

Upon initial migration from Business Gateway, every user from Business Gateway will be migrated over with their own User Role, so you will have one User Role for each Business Gateway user.  You can edit and consolidate these roles if you would like. 

When you create a user, you must set the account rights, transaction rights, and limits for the user. If you haven’t assigned a User Role for the new user, they will not be able to see any accounts. Or depending on your settings (for dual approval of non-financial transactions), a different user may need to initiate final approval for user activation.

No, it only removes their access and rights to AccessJFG. All payments and templates that the user created remain, as do references to their online activity.

No, for security purposes you can only add or remove users and edit user rights. Users can change their own contact information and password if they need to do so.

Phone numbers for existing users can only be updated by the user him/herself by using the Security Preferences option in the Settings Menu.  If the user cannot log in, please contact Treasury Management Support at 888.769.3796 (option 2) for assistance in updating the phone number.

You must have access to at least one of the listed contacts to log in for the first time or register a browser device. If you need immediate access, contact JFG TM Support 888.769.3796 option 2 or tmsupport@johnsonfinancialgroup.com. After you verify your identity, JFG TM Support can add a new contact method.  Moving forward, each user can manage their own contact information.

There are several possible reasons that you may need to register a browser or device again, including:

  • Your browser settings are configured to delete cookies.
  • Your browser cookies for AccessJFG were removed.
  • You use a browser plugin that automatically removes browser cookies when you close the browser.
  • You log in with a different browser on the same registered computer.
  • You deleted and reinstalled the mobile banking app.
  • For security reasons, we reset all active registrations for all users.

On a computer browser, delete all Internet browser cookies. See your browser help for information about deleting cookies. On a tablet or smartphone, the registration information is automatically deleted when you delete the mobile banking app.

Yes, the transport of your message is secure sockets layer (SSL)-encrypted and is never sent through public, unsecured communication channels like email communication.

Secure message and email alerts are sent when transaction processing completes. Alerts are delivered in most cases.

If you miss an alert via phone call, the alert system leaves a message on voice mail.

For email alerts, check your junk mail or spam folder for the alert. If the alert is in the junk mail folder, configure your junk mail settings to allow email from notifications@digitalbanking.johnsonfinancialgroup.com so you do not miss future alerts. If you believe you did not receive an alert phone call or email, click or tap Messages in the menu to check for the alert. If the alert does not appear in the Inbox, confirm that the alert is enabled in the Alerts page. If the alert is enabled and you still believe you did not receive an alert, contact Johnson Financial Group at 888.769.3796 option 2 or tmsupport@johnsonfinancialgroup.com for assistance.

Note: Email, phone, and text message alerts are a convenience, and should not be used to manage critical account details or appointments. Due to the nature of the email, phone, and text message networks, these networks cannot be 100 percent reliable delivery channels. Secure messages within our system are very reliable, since they are contained entirely within the banking system.

Yes, security alerts are event driven and are sent in real time.

Yes, when you are in the Message Center, look to the bottom of the list of your messages.  You will see a “Delete Multiple” link.  Click that link and you’ll be able to select multiple messages via checkboxes.  After selecting those messages, click the Delete link at the bottom of the list of messages.  The system will then ask you to confirm that you’d like to delete those messages.  Click Delete on that message to finish deleting them.

Yes, the AccessJFG Mobile App will be available starting 11/17/2020 in the App Store (iOS) or Google Play Store (Android).

Mobile Specific Features

  • Biometrics for authentication (Face ID, Touch ID, Fingerprint) for iOS and Android
  • Passcode for authentication
  • Quick Balance
  • Mobile Thumb Bar
  • Mobile Quick Links
  • VoiceOver for iOS and TalkBack for Android (accessibility features) for native app pages
  • Push Notifications - users can only enable the feature via mobile app, and are a mobile-only alert delivery method
  • Users can only print or download via PDF, except eStatements than can be printed as HTML

Secure Messages

  • You cannot attach or download files on messages on mobile

Commercial Banking

  • The Policy Test feature is not available on mobile
  • Setting up of Account Labels is not available on mobile
  • File Upload is not available on mobile
  • Import Wire File is not available on mobile

Johnson Financial Group determines which quick links appear.

Johnson Financial Group may have changed access to that feature. Try restarting your app.

Your loading time may vary based on your internet connectivity. If your quick links fail to load, try restarting your app.

Have questions?

Contact our dedicated support team at
888.769.3796, option 2