Frequently Asked Questions
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How do I update my home/primary address?
If you would like to update your home/primary address, send a secure message to our Client Support team by clicking Send a Message under We’re Here to Help You.
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How do I find my account details (routing number and/or account number)?
- On the home page, select the desired account.
- Click the Details and Documents tab.
- Click Show Account Number to view the full account number.
- The First Republic routing number will be listed below the account number.
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I don’t want to receive my statements by mail. How do I go paperless?
- Hover over Settings in the top right of your browser window to expand the menu.
- Select Document Preferences.
- Select Document Delivery.
- Uncheck the Send Me a Paper Copy box for any accounts you no longer want to receive paper statements for.
Note: If new accounts are opened after going paperless for existing accounts, the steps above will be required for the new account to also be paperless. -
How do I set up a recurring Bill Payment / External Transfer / Internal Transfer?
1. Bill Payment
- Click on the Bill Pay tab.
- On the list of payees, select the AutoPay link for the payee you would like to set up a recurring payment for.
- Click Set Up AutoPay.
- Fill out the required fields on the Setup AutoPay screen.
- Click Start Sending Payments.
2. External Transfer
- Select Using an External Account from the Transfers dropdown menu.
- Select the From Account and To Account, enter the Amount of the transfer, and select the Send Date.
- In the Frequency dropdown menu, select the frequency for your recurring payments.
- In the Duration dropdown menu, select the duration for which the recurring payment should be sent.
- Click Review.
- Click Confirm on the Review Transfer screen.
3. Internal Transfer
- Select Between My First Republic Accounts from the Transfers dropdown menu.
- Select the From Account and To Account, enter the Amount of the transfer, and select the Send Date.
- In the Frequency dropdown menu, select the frequency for your recurring payments.
- Select the Date you would like the recurring transfers to begin.
- In the End Transfers dropdown, select an end transfers option.
- Click Confirm.
- Click Done.
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How do I cancel a recurring Bill Payment / External Transfer / Internal Transfer?
1. Bill Payment
- Click on the Bill Pay tab.
- On the list of payees, select the AutoPay link for the payee you would like to cancel recurring payments for.
- Click the Stop AutoPay link.
- Click Stop AutoPay to confirm.
2. External Transfer
- Select Using an External Account from the Transfers dropdown menu.
- Select the Activity tab.
- Select the transfer you’d like to cancel.
- Click Cancel Transfer
- Click Cancel All Remaining.
- Click Cancel Transfers to confirm.
- Click Done.
3. Internal Transfer
- Select Between My First Republic Accounts from the Transfers dropdown menu.
- Select the Activity tab.
- Click on the gold Cancel link next to the upcoming transfer in the series you would like to cancel.
- Click Cancel All Transfers in This Series on the Review Transfer Information screen.
- Click Yes, Cancel This Series.
- Click Done.
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How do I change my contact information for receiving the security login code?
- Hover over Settings in the top right of your browser window to expand the menu.
- Click Security Preferences.
- Click Secure Delivery.
- Add, edit or remove any phone numbers or email addresses tied to secure delivery.
Note: For security purposes, we recommend calling or texting instead of emailing to receive verification codes when required to access online banking. -
How do I add a nickname to my accounts?
- Hover over Settings in the top right of your browser window to expand the menu.
- Select Account Preferences.
- Select the account you would like to nickname.
- Click the pencil icon next to the account, and enter the new account nickname.
- Click the gold checkbox to save the account nickname.
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How do I update my home/primary address?
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How do I change the information that appears on my Bill Pay checks?
If you would like to change the address that appears on your Bill Payment checks, send a secure message to our Client Support team by clicking Send a Message under We’re Here to Help You.
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How do I reset my password?
- Hover over Settings in the top right of your browser window to expand the menu.
- Select Security Preferences.
- Select Change Password.
- Enter your current password and new password, and confirm the new password.
- Click Change Password.
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What is Zelle®?
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.
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. -
How do I use Zelle®?
You can send, request or receive money with Zelle®.
- To get started, sign in to First Republic Bank’s online banking, navigate to Transfers and select “Send Money with Zelle®.” Or sign in to the mobile banking app and select “Move Money,” then “Zelle®.” Accept the terms and conditions, then enter your email address or U.S. mobile phone number. You’ll need to enter a one-time verification code and select a primary deposit account.
- To send money using Zelle®, simply add a trusted recipient’s email address or U.S. mobile phone number and enter the amount you’d like to send (and an optional note). Review and then hit “Send.” In most cases, the money is available to your recipient in minutes.1
- To request money using Zelle®, choose “Request.” Then select the individual(s) from whom you’d like to request money, enter the amount and select “Request.”3
- To receive money, just share your enrolled email address or U.S. mobile phone number with a friend and ask them to send you money with Zelle®.
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®. It may take 1-3 business days for the recipient to receive payments. -
How does Zelle® work?
When you enroll with Zelle through our online banking or mobile banking app, your name, the name of your bank, and the email address or U.S. mobile number you enrolled with is shared with Zelle. No sensitive account details are shared — those stay with First Republic. When someone sends money to your enrolled email address or U.S. mobile number, Zelle looks up the email address or mobile number in its “directory” and notifies First Republic Bank of the incoming payment. First Republic Bank then directs the payment into your bank account, all while keeping your sensitive account details private.
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. -
I added my external account on the homepage, but I don’t see it in External Transfers. What happened?
- In order to add your external account for funds transfers, you’ll need to go to the Transfers dropdown and select Using an External Account.
- Follow the prompts to verify your phone number and/or email address.
- Once enrolled, select Add New Account under the From and To dropdown menus.
- Enter your account type, nickname (optional), routing number and account number, and click Next.
- Depending on your external financial institution, you’ll be given one or two options for verifying your account: Instant Verification or Bank Deposits.
- If selecting Instant Verification, follow the prompts to enter your login credentials for your external account and receive a verification code.
- If selecting Bank Deposits, click Send Me Two Deposits and First Republic will send you an email and make two small deposits of less than $1.00 into your external account. Log in to your external bank account and look for the two deposits from First Republic. Once the deposits are received, check your email for instructions on how to return back to First Republic’s site and verify the deposit amounts to successfully add your external account for transfers.
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How do I change the information that appears on my Bill Pay checks?