UMB Direct Product Updates
UMBfx browser compatibility issues
UMBfx users may experience compatibility issues entering payments if they access UMBfx with the latest versions of Chrome and Edge. Any users experiencing issues are encouraged to access UMBfx using the Firefox browser. UMB is working on a resolution to the Chrome and Edge issues and will communicate a fix date in the near future. Please contact your banker with any questions.
Internet Explorer (IE) no longer supported for UMBfx
Microsoft has announced it will be retiring Internet Explorer (IE) on June 15th, 2022. This means that Microsoft will no longer support IE or release IE security updates, and IE may not be available for certain users after 6/15/22.
It is recommended that UMBfx users transition to a different browser if they currently use IE. Firefox is the preferred browser when accessing UMBfx.
If Firefox is not an option, users can also access UMBfx using Microsoft Edge with IE mode enabled. For more information for how to use Microsoft Edge in IE mode, please see this article from Microsoft. For more information on the retirement of IE, please see this article from Microsoft:
UMB Direct Banking Upgraded Experience Announcements
February 13, 2022
UMB Direct Banking Upgrade is now live
Your online experience has been successfully upgraded to the new and enhanced UMB Direct Banking experience. We welcome your feedback as you explore and enjoy the new platform.
Please log in to take advantage of everything the upgraded platform has to offer, including:
- A more tailored banking experience
- Increased mobile responsiveness
- Improved navigation
Last Week for User Orientation Sessions
It’s not too late to sign up for User Orientation sessions. Two more sessions will be held on Tuesday, February 15 and Thursday, February 17. Each session will cover the application's new layout, highlight new functions, and demonstrate how common tasks are performed.
Additional Resources
If you have any questions as you become familiar with the new UMB Direct Banking experience, please review the User Guides, Video Tutorials and the Upgrade Release Notes on the UMB Direct Help Page.
Support questions?
Email email our support team or call us toll free at 855.224.6864.
February 2, 2022
UMB Direct Banking Experience Upgrade — Launching this month!
In order to provide you with a quality user experience, UMB rescheduled the November launch of the UMB Direct Banking upgrade. We are now happy to announce UMB Direct Banking will be upgraded the weekend of February 12 . We are ready to help make this transition smooth and simple for you.
IMPORTANT: The UMB Direct Banking upgrade will take place on Saturday, February 12 and will be unavailable from 9:00 p.m. CT on Friday, February 11 until 6:00 a.m. CT on Sunday, February 13. Please plan to complete all necessary tasks within UMB Direct Banking by 9:00 p.m. CT on Friday, February 11. As you prepare for a new online banking experience, please make sure you take advantage of training opportunities to help make your transition seamless. As a reminder, all of your custom reports, export profiles, payment recipients and templates will carry forward with no impact.
Training opportunities to help you prepare
To help prepare for the upgrade, UMB is hosting User Orientation sessions. During your scheduled User Orientation session, members of the UMB Treasury Management Services & Support team will provide a comprehensive demonstration which will cover the application's new layout, highlight new functions, and demonstrate how common tasks are performed.
There will also be a question and answer period after the demonstration has concluded to address any specific concerns.
Please note, all sessions provide the same content, so you only need to attend one. Your Relationship Manager is busy working to ensure that you're ready to take advantage of everything the upgraded platform has to offer, including:
- A modernized banking experience
- Mobile responsiveness
- Improved navigation
If you have any questions about the UMB Direct Banking upgrade please reach out to your relationship manager or visit the UMB Direct Help Page. You may alsoemail our support team or call us toll free at 855.224.6864.
November 11, 2021
UMB Direct Upgrade Rescheduled
To ensure quality for our clients, UMB is pushing back the upgrade of UMB Direct Banking that was originally scheduled for Nov 13th. We will provide more details soon on the updated rollout schedule. Your Relationship Manager is busy working to ensure that you're ready to take advantage of everything the upgraded platform has to offer, including: An upgraded user interface will give you a more modern banking experience as well as improved system navigation. Enhanced mobile responsive functionality will let you seamlessly manage your account, perform transfers, approve payments and more from a supported mobile device.
What can you look forward to?
The upgraded UMB Direct Banking application has been optimized for your supported mobile device. Whether you need to approve a payment, review your positive pay exceptions, or just check a balance, you will be able to do so through your mobile browser.
If you have any questions about the UMB Direct upgrade, please reach out to your relationship manager. You may also email our support team or call us toll free at 855.224.6864.
November 3, 2021
UMB Direct Release Notes
To help you prepare for the upcoming UMB Direct Banking upgrade, we have created UMB Direct Release Notes as a resource document that summarizes key updates, including:
- New Reports Menu
- Alerts, Approvals and Messages remain visible in header when you scroll
- New Mobile browser access
- ACH Quick Entry
- View Custom Report without Saving
- Current Balance displayed on Account Transfer page
- And more!
Support questions?
If you have any questions about the new UMB Direct login experience or UMB Direct Banking upgrade please reach out to your relationship manager or visit the UMB Direct Help Page. You may also email our support team or call us toll free at 855.224.6864.
September 28, 2021
Coming Soon: New Login Experience for UMB Direct
On October 3,2021, UMB is launching a new UMB Direct login experience that's easier to read, responsively scales on mobile devices and has a more modern interface with minimal changes from the pre-existing login flow. To familiarize yourself with the new login experience we have a created a short video that walks you through the login process and highlights updated features.
Screenshots of new login experience
New multifactor authentication screen
New sign in screen, no token
New sign in screen with token
Visit umb.com/umb-direct to login to UMB Direct
Administrator Announcements
August 21, 2021
Administration Reports Upgrade
On Saturday, August 21, UMB upgraded the Bank Administration Reports interface. This enhancement provides an improved interface that works with any modern browser (Chrome, Edge, Firefox or Safari). You will still have access to the same reports as before, but through a more user friendly interface. Additionally, the range of data available for reporting has been restricted to the last 18 months to maximize performance. Please contact your banker with any questions, or if you need a report with data older than 18 months.
Upgraded Interface
Pre-Upgrad Interface
