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.

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.

If you are having issues signing in to our site or app, please call Banking Online Support at (855) 886-4819.

Banking Online Support is available during the following hours (all times PT):

If you have forgotten your username, click Forgot your username? on the sign-in page to recover your username. Enter your email address to retrieve the username(s) associated with it.

If you have forgotten your password, click Forgot your password? on the sign-in page. You will be prompted to provide your username as well as a secure access code. Once your identity has been confirmed, you will be able to enter in a new password.

For more assistance with signing in, please contact Banking Online Support at (855) 886-4819.

If you do not receive your verification code, please reach out to Banking Online Support at (855) 886-4819. Once First Republic has verified your identity, we will provide you with an access code.

When you first attempt to sign in on a new device, First Republic will ask you to verify your identity using a secure access code sent to an email or phone number of your choice. This helps protect your accounts from unauthorized access, even if an unauthorized person has your sign-in credentials.

You can register your device so that the site does not prompt you for the code in the future. Once you have registered a new device or browser, you should no longer be prompted to provide a verification code.

Settings in your browser may prevent First Republic from saving your device registration. Please view the settings information for your browser in the Cookie Settings section below. If your browser is not listed, please contact Banking Online Support for 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.

1. Open the Chrome browser and click the menu icon (comprising three vertical dots) to the right of the address bar.
   
   
2. Select Settings from the drop-down menu.
3. Click Advanced at the bottom of the page to expand the menu.
   
4. In the Privacy and security section:
   • Select Content settings.
   • Then select Cookies.
   
5. In the Cookies section, turn on Allow sites to save and read cookie data (recommended).
   

1. Open the Safari browser; select the Safari icon in Menu Bar.



2. Select Preferences (gear icon) from the drop down options.
3. Select the Security icon.
• Select the Never Radio button form the Block cookies and other website date option.



4. Select Close.

Firefox (Mac) 

1. Launch the Firefox browser and select Preferences from the Firefox menu.
   
2. Click Privacy & Security on the left side menu. Under History, select Remember history from the Firefox will drop-down menu.
   
   
3. Close the Preferences tab to complete. 

Firefox (PC)

1. Launch the Firefox browser and select the menu (three parallel lines) in the upper right corner of your window. Click Options.
   
2. Click the mask icon on the left side of the window to enter the Privacy settings. Under History, select Remember history from the Firefox will drop-down menu.
   
3. Close the Preferences tab to complete.

1. Open the Internet Explorer browser; click the Tools icon on the upper right side (looks like a gear wheel).
2. Select Internet Options from the dropdown list.
3. Select the General tab:
   • In the Browsing History section, uncheck the 'Delete browsing history on exit' checkbox.
4. Select the Privacy tab:
• Select the "Advanced" button.





• Select the "Override Automatic Cookie Handling" checkbox.
• Select 'First-party Cookies' and 'Third-party Cookies', if needed.
• Select the "Always Allow Session Cookies" checkbox.

1. Select the OK button.

1. Under the Accounts tab, click on the account that you have a question about.
2. Click the envelope icon above Details & Documents. Our Banking Online Support team will reply to you via secure message to address your inquiry.

Please call Banking Online Support at (855) 886-4819 if you encounter any problems with viewing your accounts or transactions.

For First Republic accounts, you can view up to 18 months of transaction history. 

The Details & Documents tab on your specific Accounts page displays the last six months of statements. To view earlier statements, click All statements & tax documents under the Details & Documents tab or click Statements & Documents on the top navigation bar

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.

If you cannot find the financial institution you’re searching for, please call Banking Online Support at (855) 886-4819 or email frbankingonline@firstrepublic.com and we will contact the vendor to include the institution.

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.

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, and up to 18 months of home equity line of credit (HELOC) statements. If you are unable to view any statements or tax documents, please contact Banking Online Support at (855) 886-4819 for help.

Categories are set to defined values so that your spending is easily tracked and aggregated. To customize your categories experience, add a custom sub-category, or modify a transaction description.

To add a custom sub-category, click the pencil icon next to the transaction’s category name. A menu will appear on the right side of your screen. Click +Add Sub-Category from this new menu. Type in whatever sub-category name you would like and click the gold check mark to save your changes.

No. For your convenience, we have consolidated the view of these accounts to one place and in relation to each other.

In order to connect Intuit products like Quicken and QuickBooks, you will need to follow the correct instructions for your operating system and Intuit product.

1. To select the right guide for you, first identify your operating system: Windows or Mac
2. Next, identify your version of Quicken or QuickBooks by navigating to Help > About Quicken or Help > About QuickBooks. After you identify your Intuit product version, you will need to know how to connect to First Republic. 
   • If you sign-in to Online Banking and download a .qbo or a .qfx file for import to your Intuit product, select the applicable Web Connect guide.
   • If you use the one step update option, select the applicable Express Web Connect guide for your Quicken version.
   • If you use the Direct Connect automatic connection through Quicken or QuickBooks, please choose the corresponding guide.

Instructions for Mint.com users (PDF)

Instructions for eMoney users (PDF)

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.

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.

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.

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.

Yes, a note field is available when scheduling/editing a transfer on the desktop site or mobile app. It is stored within your transfer activity (as seen on the Transfers page), but will not show in your account transaction history (as seen in the Account Detail view).

Yes, you can create one-time transfers to and from your First Republic accounts using the Transfers feature on the home page.

There is no deadline. In general, the Bank continually processes one-time, immediate transfers 24 hours a day, seven days a week. Some exceptions may apply. For questions about your transfers and transaction processing times, please contact Banking Online Support at (855) 866-4819.

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.

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

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. 

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.

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.

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.

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.

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.

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.

You can send, request or receive 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.

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.