On the Security Preferences page found under the Settings menu, you can:

• Change your password.
• Manage your preferred contact methods for two-step authentication when signing in from a new or unregistered device.

Click the Security Preferences option under the Settings menu and then select the Change Password option and follow the prompts to update your password.

First Republic Digital Banking supports two-step authentication via email, phone and SMS for your convenience and protection. Your authentication information can be updated by clicking the Settings menu and selecting Security Preferences. Click Secure Delivery to view your current information. On this page, you can:

• Edit an existing contact point by clicking the Pencil button.
• Delete an existing contact point by clicking the Trash button.
• Add a new contact point by clicking the New Email Address, New Phone Number or New Text Number links at the bottom of the page.

For more contact information, please visit firstrepublic.com/contact-us.

For more contact information, please visit firstrepublic.com/contact-us.

For more contact information, please visit firstrepublic.com/contact-us.

Yes, it’s easier than ever to view and monitor the accounts you have with other financial institutions alongside your First Republic accounts. Use the Add external account feature to add bank, investment, credit card, loan and other types of accounts from any financial institution to view comprehensive, updated information in one place.

Click the Add external account button at the bottom of the Accounts page. A list of popular financial institutions will appear. Select a financial institution by either clicking the name of the institution you want to add or by typing the name in the Search for financial institution box.

Once you have selected the financial institution, provide the sign-in credentials for your account(s) and click Continue. If the account requires multifactor authentication (MFA), you will be prompted to supply the additional information. You can add as many accounts as you’d like.

First Republic Digital Banking will attempt to update your external account information each time you refresh the home page. If you are not seeing external account updates, this may be due to limits that some financial institutions place on the amount of updates processed in a day.

Yes. To get started, tap the Add external account button on the bottom of the Accounts page in the First Republic Mobile – Green app. Choose the institution you would like to add, then enter the sign-in credentials you use at that institution and follow the prompts. You can add as many accounts as you’d like.

You will be able to view balance and transaction history for the external accounts added to your home page. In order to transfer to and from these accounts, they will need to be added to the external transfer tool.

Select Using an external account from the Transfers menu in the top navigation bar. Click Add a New Account, located under the From and To information, and follow the prompts to add an external account for transfers. You will need to provide your external account information for ownership verification. Once your accounts have been verified, you can begin making transfers to your external accounts.

First Republic provides tax documents if you meet either of the following thresholds:

• You paid over $600 in interest, in which case you’ll receive a 1098 form(s).
• You earned $10 or more in interest, in which case you’ll receive a 1099 form(s).

Click here for instructions on how to access your tax documents on desktop and mobile digital banking

For your convenience, you can view statements online in PDF and HTML format by clicking Statements & Documents in the top navigation bar. You can filter by date, account, and document type. For quick access to recent statements, select the Details & Documents tab from the accounts detail page.

First Republic Digital Banking provides up to seven years of tax documents, checking, savings and mortgage statements. If you are unable to view any statements or tax documents, please contact Banking Online Support at (855) 886-4819 for help.

For additional contact information, please visit firstrepublic.com/contact-us.

Yes, you can find Statements & Documents at the top of each account’s page. You can view, share and print PDFs directly from the app.

Once you have accepted our e-consent agreement, you can easily request to stop receiving paper copies of bank documents. To stop receiving paper statements, select Document Preferences under the Settings menu. Click Document Delivery and uncheck all documents for which you do not wish to receive a paper copy, and then click the Save button. You can opt in to receive paper statements again by going back and checking the boxes.

You can view check images by clicking Advanced statement options on the Statements & Documents page. This will take you to a separate window from which you can view and download your check images.

Yes, you can hide or display accounts by selecting Account Preferences under the Settings menu.

To edit which accounts are displayed and how they are displayed, click the specific account you want to edit. Click Visibility to switch between Visible and Hidden.

Yes, click the relevant account from the home page to view and search your full available transaction history. Use the Filter drop-down menus to sort your transactions by date, amount, status, type or category. Click the Search button and enter a word or amount to search for a specific transaction.

If you want to order checks for the first time, please contact your banker or Banking Online Support at (855) 886-4819.

If you have previously requested checks through a banker and need to order more, select Order Checks from the Support & Services menu. Select the account for which you would like to order additional checks and complete the additional prompts on the third-party website to have the checks mailed directly to you.

For additional contact information, please visit firstrepublic.com/contact-us.

Please visit our locations page for a current list of Preferred Banking Offices and hours of operation.

You can use the First Republic ATM Locator via Visa and the Chase ATM or Branch Locations to find current First Republic and Chase ATM locations. You can use your Consumer Debit and/or Business Debit cards at the large U.S. network of Chase ATMs. You will not be assessed fees for withdrawals and will no longer be asked to accept a fee when making a withdrawal from a Chase ATM.

To issue a stop payment on a check, select Stop payments from the Support & Services menu. Select the account from which the check was issued, and then input the check number and amount. Click Request stop payment to submit the request. Stop payments issued online have a fee of $8.00 per stop.

After you schedule a bill payment, you can cancel the payment up until three days prior to the payment date. To do so, locate the payment in the Pending Payments section to the right of the Payment Center on the Bill Pay page, and click Cancel beneath the payment details. Alternatively, locate the payment on the Activity tab of the Bill Pay page, click the arrow to the left of the payment, then click Cancel.

If you would like to cancel a bill payment within three days of the payment date, please contact Banking Online Support at (855) 886-4819 for further assistance.

For additional contact information, please visit firstrepublic.com/contact-us.

Select Travel Notification from the Support & Services drop-down menu and fill out the form with your travel and debit card information.

Let us know where and when you are traveling, as well as which First Republic Bank ATM, ATM debit or business debit cards you will be taking with you. We will help you avoid potential issues when using your cards abroad.

You will receive a secure message confirming that your travel notification has been received. Travel notifications may be set up for up to 90 days prior to your departure date for as long as 60 days. If you are traveling for more than 60 days, please contact your personal banker or call (855) 886-4819.

You can also submit travel notifications on the mobile app through the More menu.

Your request will be processed within one business day. Submitting this travel notification does not entirely eliminate the possibility that a transaction will be declined at the point of sale. We may try to contact you to confirm unusual transactions via any alternative means provided on the form or to the bank.

For additional contact information, please visit firstrepublic.com/contact-us.

To transfer funds between your First Republic accounts, use the convenient Transfers feature on the right side of the home page, or select Between my First Republic accounts from Transfers in the top navigation bar. Select the From and To accounts, enter the amount, and select the desired frequency and processing date.

There are no limitations on the number of internal transfers that you can make. Your transfers may not exceed your available balance, inclusive of any overdraft protection.

Some accounts may be subject to regulatory limitations on the number of transactions you can execute per statement cycle. Please refer to your account disclosures or call Banking Online Support at (855) 886-4819 for more information.

For additional contact information, please visit firstrepublic.com/contact-us.

Yes, you can easily make future dated & recurring transfers from the Transfers page. When setting up a transfer, you can select a future date and choose a frequency for recurring transfers. Some exceptions may apply.

Future-dated transfers can be scheduled up to one year in advance. For recurring transfers we offer the following frequencies:
1. Weekly
2. On the first and 15th of the month
3. On the 15th and last day of the month
4. Monthly

Yes, a scheduled transfer can be edited as long as no loan accounts are involved. Edit a scheduled transfer from the Transfers feature on the home page, or on the Activity tab on the Transfers page. Click Edit next to the transfer you wish to change.

Yes, overdraft products linked to the selected From account can be used when making a transfer. However, you cannot initiate a transfer that would exceed your available balance, inclusive of any overdraft protection.

Cancel a scheduled transfer from the Transfers feature on the home page, or on the Activity tab on the Transfers page. Simply click Cancel next to the transfer you wish to delete.

You will be able to transfer between any of your First Republic deposit, loan and paired brokerage accounts. However, the Bank can support transfers to deposit and brokerage accounts at other financial institutions only when they originate from First Republic deposit accounts.

You can transfer money to and from your qualified wealth management accounts. Select Between my First Republic accounts from the Transfers drop-down menu. Your eligible brokerage account(s) will be available as selections in the From and To drop-down menus. If you are unable to see your qualified wealth management accounts in the From or To menus, please consult with your investment specialist or call 1-877-348-5576 if you have a self-directed account.

No, once you are registered for digital banking, you can begin to use Bill Pay immediately. To get started, simply click Bill Pay in the top navigation bar, or click Enroll in Bill Pay in the Bill Payments sidebar on right side of your home page to select accounts and add payees. You may be asked to confirm some of your information when first using bill pay services.

You can use Bill Pay to pay almost any company or individual in the United States directly from one of your First Republic accounts. Payees residing outside the United States are not eligible to receive bill payments. Additionally, we do not recommend using Bill Pay for tax payments or court-ordered payments.

Click Bill Pay in the top navigation bar, then click Add a Company or Person from the Payment Center. Choose the Search our Network feature to search for popular companies that you can add automatically. If you do not see your payee, you may enter their information manually.

The Deliver By date is the date the biller actually receives the payment. Electronic payments may be debited from your account up to three days before your payment due date. For payments delivered as a paper check, the Deliver By date will be the earliest the payee will receive the check in the mail.

When setting up a payment, the Deliver By date selector will automatically display the earliest date you can select for the company or person to receive the payment.

After you schedule a bill payment, you can review the payment under Pending Payments to the right of the Payment Center. You can cancel or edit a payment up to three days prior to the Deliver By date by following the directions in the Help Center, found in the top right of your Bill Pay page. Contact Banking Online Support at (855) 886-4819 for assistance if your payment is less than three days from delivery.

Banking Online Support is available during the following hours (all times PT):
Mon-Fri: 5:00 a.m.-9:00 p.m.
Sat: 6:00 a.m.-8:00 p.m.
Sun: 7:00 a.m.-5:00 p.m.

Yes, you have the option to add a custom memo for information, such as invoice details, to bill payments. To add a memo to a bill payment, enter in the desired amount and deliver by date in the Payment Center then click Send Money. On the following Review Payments screen, enter the memo you would like to make visible to the payee.

Yes, Bill Pay provides you with the option of setting up automatic recurring payments for electronic bills. You can set it to pay the amount due or an amount based on an established limit.

Yes, Bill Pay provides you with the option of setting up future-dated or recurring payments for your bills. To set up a future-dated payment, select the date you would like the payment delivered using the Deliver By calendar.

Recurring payments can be set up with a variety of frequencies that will always pay the same amount. You may specify criteria for your recurring payments, such as a fixed number of payments or an end date.

You can schedule bill payments at the following frequencies:

• Weekly
• Every 2 weeks
• Every 4 weeks
• Twice per month
• Monthly
• Every 2 months
• Every 3 months
• Every 6 months
• Annually

All scheduled and recurring payments must begin within 365 days of today’s date. We do not support scheduling of payments beyond 365 days from today’s date.

Yes, you can use Bill Pay to submit loan payments for your First Republic loans.

First Republic also offers convenient auto-debit services and electronic transfers to make your loan payments. To sign-up for our auto-debit service, please contact your First Republic Relationship Manager. 

To make interest-only or principal-only payments on your First Republic or other loans, select Between my First Republic accounts from Transfers in the top navigation bar.

We attempt to make all payments electronically, however, some exceptions may require the use of paper checks. Payments delivered by paper check are not debited from your account until the payee deposits your check. If you have questions about how your bill payments were delivered, please contact Banking Online Support at (855) 886-4819.

Banking Online Support is available during the following hours (all times PT):
Mon-Fri: 5:00 a.m.-9:00 p.m.
Sat: 6:00 a.m.-8:00 p.m.
Sun: 7:00 a.m.-5:00 p.m.

You can view Recent Payments and Pending Payments to the right of the Payment Center on the Bill Pay page. Select the Activity tab on the Bill Pay page to view and search your bill pay history and filter payments by date, status, account or other parameters. You can also view upcoming and in-process bill payments by expanding the Bill Payments feature on the home page.

On the Bill Pay page, select Activity to view and search your bill pay history and narrow payments by date, status, account and more. You can review up to 24 months of past payments to your payees and determine the status of a particular payment. For delivered payments, you will also see if the payment was delivered by check or electronically.

You can create custom email notifications when you initiate a bill payment from the Payment Center on the Bill Pay page by selecting Reminders. Reminders can be set to notify you when a payment is sent, when a payment is due, or if a payment is not paid by the due date.

On the Bill Pay page, you can also select Activity to review details for your past payments. You can review up to 24 months of past payments to your payees and determine the status of a particular payment. If you need proof for a payment older than 24 months, please call Banking Online Support at (855) 886-4819.

Banking Online Support is available during the following hours (all times PT):
Mon-Fri: 5:00 a.m.-9:00 p.m.
Sat: 6:00 a.m.-8:00 p.m.
Sun: 7:00 a.m.-5:00 p.m.

You can enter any future date up to 365 days in advance of today’s date. For recurring bill payments, the first payment delivery date must be within this 365-day window.

Your payment may be returned and subject to a service fee per the terms of First Republic Bank’s Account Disclosure Agreement. Please feel free to reach out to Banking Online Support at (855) 886-4819 for additional assistance.

Banking Online Support is available during the following hours (all times PT):
Mon-Fri: 5:00 a.m.-9:00 p.m.
Sat: 6:00 a.m.-8:00 p.m.
Sun: 7:00 a.m.-5:00 p.m.

You can make transfers between your First Republic Bank accounts and your accounts at other institutions by selecting Using an external account from the Transfers drop-down menu in the top navigation bar of your desktop experience. If it is your first time using this service, you will need to add and verify an account from your other financial institution and verify your email address before you can schedule a transfer. External transfers take four business days to complete, including the day you set up the transfer.

For more detailed information about using this service select Using an external account from Transfers in the top navigation bar and click the Help link just below the main navigation.

If you already enrolled in External Transfers on your desktop, you can transfer funds between your accounts at First Republic Bank and at other institutions via desktop and/or mobile. To transfer funds via the mobile app, select Transfers from the menu, tap on Create a Transfer, and select your external account from the transfers drop-down list.

You can make transfers to anyone with a phone number or email address by selecting To another person from the Transfers drop-down menu in the top navigation bar. If it is your first time using this service, you will need to add a recipient and verify your email address before you can schedule a transfer. Likewise, if this is the first time one of your contacts has used this service, they will be prompted for their bank account information to deposit a payment or pay a request. Transfers to other people take four business days to complete including the day you set up the transfer.

For more detailed information about using this service, select To another person from the Transfers drop-down menu in the top navigation bar then click the Help link just below the main navigation.

Yes, you are able to make loan advances from eligible accounts by selecting Between your First Republic accounts from Transfers in the top navigation bar. You will see any eligible credit accounts for advances in the From selector. The terms and conditions of your loan or line of credit will apply concerning any potential fees.

You can set up automatic loan payments to any of your First Republic loan accounts that are visible on your home page. Select Between my First Republic accounts from the Transfers drop-down menu in the top navigation bar. From the Transfers page, you can create and schedule recurring payments for your First Republic loans and lines of credit.

While pay-down limits apply to your loan, you will receive a notification to alert you about potential fees that may apply when you make a payment. This notification will not indicate the fee amount or when it will be applied. Please review your transaction history carefully for any applied fees.

For questions about pay-down limits and applicable fees, please contact Loan Servicing at (800) 888-6994 Monday through Friday from 5:00 a.m. to 9:00 p.m. PST.

Zelle is a fast, safe and easy way to send money directly between almost any bank accounts in the U.S., typically within minutes¹. With just an email address or a U.S. mobile phone number, you can send money to friends, family and other people you know and trust, regardless of where they bank².

For more answers to your Zelle questions, please visit firstrepublic.com/digitalbanking/zelle-frequently-asked-questions.

Footnotes:
Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC, and are used herein under license.
¹ Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle.
² Must have a bank account in the U.S. to use Zelle.
³ In order to send payment requests to a U.S. mobile number, the mobile number must already be enrolled with Zelle.
Note: Scheduled or future dated recurring payments sent directly to your recipient’s account number are made available by First Republic Bank, but are a separate service from Zelle. These may take 1-3 business days for the recipient to receive payments.