Customer Information

Know What's Changing and When 

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Together We're Banking Forward

SouthState Bank and CenterState Bank are joining together to create a leading regional bank in the Southeast. As we prepare to combine the operations of our two companies, we want to share the latest updates so you can be prepared. While the information below primarily pertains to CenterState Bank customers, we encourage all customers to review the information below as it may apply to you.

How Your Products Are Changing

Beginning May 28, 2021, CenterState customers will experience enhancements and changes with their products and services as they transition to SouthState and are encouraged to review, in detail, the Welcome Booklet and Account Information Booklet at the bottom of this page. CenterState customers should also receive a copy of these booklets in the mail.

Included below are highlights of some of the enhancements and changes CenterState customers will experience once we combine our two companies under the SouthState name and systems.

  • What's New
    • Updated look and navigation with enhanced features and user experience.
    • Capability to link your accounts at other financial institutions to view all of your account balances in one place.
    • Budgeting and financial management tools to help you manage and track your spending.
    • Apple Watch®1 connectivity allowing you to view your balance and most recent transactions on your watch display.
    • Bank to Bank External Transfers offer the ability to transfer funds from your SouthState account to your account at another bank within Online or Mobile Banking.
    • Send money to another person with Zelle®2.
  • What’s Changing
    • Enhanced alert types and delivery speeds will be available in SouthState Online and Mobile Banking. Please note Loan Due Notification and Pending Transaction alerts will not convert to SouthState Online and Mobile Banking.
    • You will be prompted to receive a Secure Access Code (SAC) via email, phone or text message to verify your identity when logging in from a non-registered device, or a device that is not remembered by the system. Do not exit the Online or Mobile Banking screen while retrieving your Secure Access Code, and complete the login process within 15 minutes, to avoid being locked out.
    • The Text Banking number will change to 89870. New short codes will also be available. Learn more about text banking here.
    • Notifications regarding your Online and Mobile Banking account, including account or security alerts, secure messages and Login ID and Password reset requests will come from [email protected].
  • Customer Action Items
    • Ensure you have the most up-to-date version of Google Chrome, Firefox, Safari or Edge. Internet Explorer is not compatible with SouthState Online and Mobile Banking.
    • Ensure your contact information is up to date prior to May 21, 2021. You can verify and update your information, if needed, through CenterState Online Banking or by calling CenterState Customer Care at (855) 863-2265.
    • Determine your current CenterState User ID prior to May 28, if you do not remember it. You will use it to log in to SouthState Online and Mobile Banking for the first time, unless notified otherwise.
    • Quicken®/QuickBooks®3 users should perform a final transactions download before Friday, May 28, 2021. On Tuesday, June 1, you will need to disconnect from CenterState Bank – New and connect to SouthState. This applies for both Web Connect and Direct Connect.
    • Print and/or save any additional transaction history, statements, check or deposit images you may need from your CenterState Online or Mobile Banking.
    • After the transition to SouthState is complete on June 1, 2021, remember to do the following:
    • Review your scheduled and recurring transfers within SouthState Online and Mobile Banking to ensure they transferred correctly and to make any necessary adjustments to transfer dates.
    • If you use third-party account aggregators, like eMoney or Mint.com, you will need to re-link your SouthState accounts after the transition to SouthState Online and Mobile Banking.
    • Review your alerts and make any necessary adjustments.
    • Download the new SouthState Mobile App to access your accounts and make mobile deposits.
    • Enroll in SouthState Text Banking.
    • In order to receive eStatements for your HELOC, you will need to enroll to receive SouthState eStatements by visiting SouthStateBank.com/eStatementEnrollment.
    • If you have not accessed CenterState Online or Mobile Banking since December 1, 2020, you will need to enroll in SouthState Online or Mobile Banking.
  • Important Things to Know
    • Beginning Friday evening, May 28, CenterState Online and Mobile Banking will be available with limited services and account information. You will only be able to view account balances and transaction history as of end of day Friday, May 28.
    • You will be able to access your accounts through SouthState Online and Mobile Banking by June 1, 2021.
    • Transaction history will be loaded into SouthState Online and Mobile Banking beginning June 1, 2021. It may take a few days for your transaction history to load.
    • Statement, check and deposit images from January and February 2021 will be available in Online and Mobile Banking on June 1. We will continue to gradually load the remaining 2021 and prior statement, check and deposit image history over a 60-day period after the transition.
  • What's New
    • You’ll be able to access BillPay through SouthState Online and Mobile Banking by Tuesday morning, June 1.
  • What’s Changing
    • Access BillPay within SouthState Online or Mobile Banking by selecting Transfer & Pay, then Pay Bills & Send Money with Zelle® from the menu.
    • You may be required to accept the SouthSate BillPay disclaimer the first time you log in.
    • If you are a business customer who uses CenterState Online Banking Bill Pay, you will access SouthState BillPay through Treasury Navigator.
  • Customer Action Items
    • Six months of bill payment history will be available within SouthState Online and Mobile Banking. Please print and/or save any additional history you may need prior to May 27.
    • Prior to using SouthState BillPay, please verify your payee information and payment dates to ensure all information is correct.
  • Important Things to Know
    • You will be unable to initiate any new online or mobile bill payments within CenterState Online Banking Bill Pay from Thursday, May 27 at 5 p.m. ET until the service becomes available within SouthState Online and Mobile Banking by Tuesday morning, June 1. Previously scheduled payments will still be paid as scheduled unless notified otherwise.
    • For customers transitioning to SouthState Online and Mobile Banking, your eBills will transfer to SouthState BillPay. (This is a recent update that is not reflected in the Welcome Booklet you received.)
    • Business customers who utilize CenterState Online Banking Bill Paywill transition to Treasury Navigator®, and eBills will not transition to Treasury Navigator. These will need to be set up again through Treasury Navigator® on June 1.
  • What's New
    • Popmoney® will transition to Zelle as the new person-to-person payment system.
  • What’s Changing
    • Through Zelle, you’ll be able to pay a person using their email or mobile phone number. Click here to learn more about Zelle.
    • Popmoney payments over $2,000 will not transition to Zelle.
  • Customer Action Items
    • If you have Popmoney payments over $2,000 you will need to set these up again after the transition to SouthState Online and Mobile Banking within SouthState BillPay or in smaller increments through Zelle.
  • Important Things to Know
    • Beginning Friday evening, May 28, CenterState Online and Mobile Banking will be available with limited services and account information. You will only be able to view account balances and transaction history as of end of day Friday, May 28. Popmoney will not be available.
    • Your Popmoney payees and payment information, as well as history will transfer to Zelle, with the exception of payments over $2,000.
    • You will be able to pay a person using Zelle once the service is available within SouthState Online and Mobile Banking by June 1, 2021.
  • What’s Changing
    • The financial institution you will need to connect to will change from CenterState – New to SouthState.
  • Customer Action Items
    • Quicken®/QuickBooks® users should perform a final transactions download before Friday, May 28, 2021.
    • On June 1, you will need to update your financial institution by disconnecting from CenterState Bank – New and connecting to SouthState.
  • Important Things to Know
    • Business customers transitioning to Treasury Navigator should reference the Welcome Booklet for more information.
  • What's New
    • Access your accounts using SouthState Phone Banking by June 1.
  • What’s Changing
    • New SouthState Phone Banking Number: (800) 763-0555.
  • Important Things to Know
    • Beginning Friday evening, May 28, CenterState Phone Banking will be unavailable.
    • You will be able to access SouthState Phone Banking by Tuesday, June 1, 2021.
    • The first time you call in to Phone Banking, you will be prompted to enter your Personal Identification Number (PIN). Your PIN is the last four digits of your Social Security Number. You’ll then be prompted to change and verify your PIN.
  • What's New
    • You will be issued a new SouthState Visa® Debit Card between July and December 2021.
    • Your SouthState Visa Debit Card will be a contactless card, which will enable you to make payments at contactless enabled terminals with this symbol  contactless payment symbol by simply tapping your card against the terminal or holding it over the terminal. You will not be required to insert your card.
  • Customer Action Items
    • Continue using your existing CenterState Debit Card until you receive your new SouthState Visa Debit Card.
    • Upon receipt of your new SouthState Debit Card, which will occur between July and December 2021, be sure to activate your card and update your card information for any automatic payments set up with your debit card or if it’s stored in a digital wallet or on a retail site.
  • Important Things to Know
    • You will receive additional communication prior to receiving your new SouthState Debit Card.
    • SouthState continuously monitors debit card transactions for suspicious activity. If suspicious activity is detected, we will attempt to notify you via text, email and/or phone call/voicemail. Click here to learn more.
  • What’s Changing
    • When reordering checks after May 31, 2021, you will receive SouthState checks.
  • Customer Action Items
    • Continue using your current CenterState checks until you need to reorder.
  • Important Things to Know
    • You will be able to order SouthState checks after May 31 through SouthState Online and Mobile Banking, Phone Banking, by contacting Customer Care or at your local branch. For additional assistance with ordering checks, visit SouthStateBank.com/Help.
  • What's New
    • We will issue new SouthState Credit Cards between June 1 and December 31, 2021.
    • SouthState Credit Cards will be contactless, allowing you to securely make payments without inserting or swiping your card. Simply hold your card over a contactless enabled terminal to make a payment.
    • By June 1, 2021, you will have the ability to view your credit card balance in SouthState Online and Mobile Banking. By clicking your credit card information, you will be redirected to www.myaccountaccess.com.
  • What’s Changing
    • Although your SouthState Credit Card will feature the same card number as your CenterState Credit Card, the three-digit security codes and expiration date on your SouthState Credit Card will be different.
  • Customer Action Items
    • Continue using your existing CenterState Credit Card until you receive your new SouthState Credit Card.
  • Important Things to Know
    • You will be able to continue accessing your account by visiting www.myaccountaccess.com. Your login information will not change.
  • What's New
    • Your first SouthState statement will include transaction history from May 29, 2021 and feature the SouthState name and logo.
  • What’s Changing
     
    • Future SouthState statements will be mailed according to current statement schedules, or on the 15th of each month for some personal checking account statements.
      • If you receive combined statements, you will continue to do so; however, the timing of when you receive your statement may change.
      • If you receive eStatements, you will not receive paper statements.
      • eStatements availability for loans is limited to HELOC loans only. If you receive an eStatement for any other type of loan, you will begin receiving a paper statement from SouthState.
      • HELOC statements will not be sent monthly. A statement will only be sent if there is an account balance.
      • You will not be able to have your eStatement automatically sent to a third party. However, you will be able to print and/or save your eStatement, which you can then send to a third party.
  • Customer Action Items
  • Important Things to Know
    • Your last CenterState statement will be delivered as a paper statement, even if you currently receive eStatements. Your last CenterState statement will include account activity through Friday, May 28, 2021.
    • If you have a checking, savings or money market account and currently receive eStatements from CenterState, you will continue to receive eStatements from SouthState. eStatement availability for loans is limited to  HELOC loans only. HELOC owners will need to enroll to receive eStatements from SouthState.
    • When your eStatement is available for viewing, you will receive an email notification from [email protected] and can log in to SouthState Online and Mobile Banking to view it. If your email address is invalid, you will be automatically converted to paper statements.
  • What's New
    • You can now visit any SouthState ATM to make a cash withdrawal without incurring a Foreign ATM withdrawal fee.
    • SouthSate and CenterState combined have over 325 ATMs located throughout Florida, Alabama, Georgia, the Carolinas and Virginia.
  • What’s Changing
    • After the transition to SouthState, a foreign ATM Fee of $3 will apply to all accounts for non-SouthState Bank ATM withdrawals. A fee from the ATM owner may also be charged. This will include Presto! and Allpoint ATM networks. We encourage you to make a withdrawal at any SouthState branded ATM to avoid a Foreign ATM Fee.
  • Important Things to Know
    • The deposit-taking feature, at CenterState ATMs that accept deposits, may be temporarily unavailable until June 1, 2021, as each ATM transitions to SouthState.
    • After June 1, 2021, you can make cash or check deposits at over 325 SouthState ATMs throughout Florida, Alabama, Georgia, the Carolinas and Virginia. Deposits made at deposit-taking ATMs until 9 p.m. ET on a business day will post to your account on the same business day.
  • What’s Changing
    After the transition to SouthState, you can make your loan payments to SouthState in the following ways:
    • Automatic Draft: If your payment is automatically drafted from your account, it will continue to draft as is does today, unless notified otherwise.
    • Mail your payment to:
              South State Bank, N.A.
              P.O. Box 118068
              Charleston, SC 29423-9910
    • SouthState BillPay or other third-party bill payment system.
    • Internal transfer within SouthState Online or Mobile Banking from your SouthState checking or savings account to your loan.
    • Utilize the SouthState Online Loan Payment System.
    • Visit your local branch.
  • Customer Action Items
    • If you make your loan payments using BillPay or other third-party bill payment system, please be sure to update the billers information with the following SouthSate name and address:
    South State Bank, N.A.
    P.O. Box 118068
    Charleston, SC 29423-9910
    • Print and/or save any loan transaction history you may need from CenterState Online Banking prior to May 28, as it will not transfer to SouthState.
  • Important Things to Know
    • After the transition to SouthState is complete, if you wish to inquire about a loan or if you have questions about an existing loan or your credit report, please call us at (800) 277-2175. 
      For inquiries or to report an error with your loan or information on your credit report, please notify us in writing at:
             South State Bank, N.A.
             P.O. Box 118068
             Charleston, SC 29423-9910
       
  • What’s Changing
    • For detailed information regarding any changes to your personal or business accounts, please reference the Important Account Information and Details Booklet, as well as the corresponding Truth in Savings Disclosure for personal accounts or the Important Information About Your Account details for business accounts.
  • Important Things to Know
    • The Important Account Information and Details Booklet includes important information regarding the transition of your current CenterState account(s) to SouthState account(s). It also includes important information regarding SouthState products, services and fees that may be applicable to you.  
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Customer Welcome Booklet

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PDF Thumbnail for Important Account Information

Account Information & Details Booklet

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Contact Us

Together We're Banking Forward

We are excited to be able to bring CenterState business customers with Treasury Management Services, Online Banking Bill Pay and Wire Transfer Services a new innovative digital banking technology known as Treasury Navigator® beginning in Spring 2021. With Treasury Navigator®, you will receive many great features including the convenience of a single sign-on to access multiple Treasury Management services with improved reliability and enhanced system capacity.

Please be sure to update your email address and phone number, so you can receive important notifications from us.

  • What's New
    • Secure Browser is a web-based solution which provides secure and streamlined access to Treasury Navigator®, the commercial online banking system.
    • Operates independently of other applications.
    • Authorized users can download the secure browser to a desktop or laptop.
    • Includes a multi-layered approach, including strong payment controls and fraud analytics, to mitigate customer risk.
    • Creates a fully self-contained captive browser environment – sort of like a safe room in a house – that is extremely resistant to viruses and malware.
    • Contains encrypted keyboard software that prevents harvesting of private information from keylogging attacks.
    • Manage access to the system for all of your company’s users and resolve service needs with user administrative rights.
    • Transaction data is encrypted and secured utilizing FFIEC-recommended multifactor authentication and data encryption.
  • What’s Changing
    • Access to Treasury Navigator® Secure Brower provides a convenient Single Sign-On (SSO) for users. You will no longer need multiple user IDs and passwords for other Treasury Management applications.
    • With a single sign-on to Treasury Navigator® you get immediate access to the various applications including Remote Deposit Capture, Bill Pay, ACH, Positive Pay, Wire Transfers and Lockbox.
    • Multi-factor Authentication is used at each log-in to verify your identity.
    • Users are prevented from accessing potentially harmful websites by restricted and controlled web destinations.
  • Customer Action Items
    • Be on the lookout for additional information regarding the Secure Browser Download Guide which we will send to you. The Secure Browser download is the first step in preparing for access to Treasury Navigator®. We will also reach out to you with a phone call to provide additional assistance.
    • Prior to June 1, we will send an email to each user which will contain a unique Activation Key code that is required for a first-time log in to Treasury Navigator®.
  • Important Things to Know
    • You must have administrative rights to your computer to install Secure Browser.
    • It will be required to verify that you meet the system and anti-virus compatibility requirements.
    • You may need the assistance of an IT representative from your company during the Secure Browser download.
    • Treasury Navigator® Secure Browser should not be installed on any computers that currently have or previously had Device Control software installed. Please refer to the FAQs for a list of known device software incompatibilities.
    • Automated system tests occur to detect corruption and virus infections, which shut down the Secure Browser if a detection occurs.
    • Valid software activation key is required during software registration and credential reset. The software activation key is time perishable and has a defined maximum number of times it can be used.
  • What's New
    • You will be able to access our Remote Deposit Capture Service (RDC) through a single sign-on functionality into Treasury Navigator®, a highly secure and innovative digital banking technology.
    • With the Treasury Navigator® Mobile app, you will be able to deposit checks using your smartphone.
    • When you make a remote deposit, it will post throughout the day. Posting windows will no longer apply.
    • RDC cutoff times for same day credit have been extended to 8:00 p.m. ET.
    • When using the Treasury Navigator® Mobile App to make a deposit, if it is received and accepted prior to 9:00 p.m. ET, it will be processed on the same business day.
    • RDC is compatible with multiple browsers including Google Chrome, Firefox, Safari, and Internet Explorer.
  • What’s Changing
    • Deposit reports are available within the Remote Deposit Capture system and will no longer be emailed to customers.
    • Deposit history will be retained for 90 days. Deposit images will be available within Treasury Navigator® and build up to 18 months of history after the transition to SouthState.
    • If you exceed your daily deposit limit, you must contact Treasury Management Support to receive a temporary limit increase prior to processing your deposit.
  • Customer Action Items
    • Beginning June 1, you can log into Treasury Navigator® to access Remote Deposit Capture.
  • Important Things to Know
    • The deadline to submit RDC deposits prior to our transition to SouthState is 6:30 p.m. ET on May 28.
  • What's New
    • Treasury Navigator® is a highly secure and convenient management tool that helps you manage all your business transactions and funds within one system.
    • With Treasury Navigator®, you only need to remember one user ID and password to log in. With this single sign-on capability, you’ll have immediate access to the various applications you use for Treasury Management including Remote Deposit Capture, Bill Pay, Lockbox, Positive Pay, ACH and wire transfers.
    • Treasury Navigator® is available through a secure browser via a desktop, laptop, or tablet. 
    • You can also access Treasury Navigator® through the mobile app where you can view transactions, deposit checks, initiate and approve ACH and wire transfers, decision Positive Pay items, and manage line of credit and loan activity. 
    • The mobile app utilizes the camera on your smartphone to deposit checks, an added convenience.
    • The Information Reporting feature is expanded. Transaction History is available for the past 12 months (365 days). Payment history is available for the past 18 months. Bank and loan statements will be retained for a rolling 18 months. 
    • Customize your workflow needs with advance notification alerts for incoming payment activity, suspect alerts and more. 
    • Customize the data reporting for the needs of your team members. 
    • Insured Cash Sweep (ICS) statements are available for retrieval and download. This is in addition to viewing ICS account balances and transactional detail.
    • Returned checks images are available for viewing online.
    • The alerts preference management tool enables users to subscribe easily for relevant alerts and consolidates the information across your company as needed. 
    • Payment entries are simplified creating a highly user-friendly and intuitive environment. 
    • Easy to use interactive and intuitive mapping tools allows for users to organize payment and information files as needed.
    • Securely send messages to SSB Treasury Management Support from within Treasury Navigator®.
  • What’s Changing
    • The Stop Payment deadline is extended from 7:00 p.m. to 9:00 p.m. ET. 
    • A notification alert is not created if a stop payment is placed on a check that has already been processed.
    • If you need to cancel a stop payment on a check, you will need to contact a local branch as this function is not available within Treasury Navigator®. 
    • The eStatement Book feature will not be available within Treasury Navigator. However, you will be able to download and print a file containing statements and check images within Treasury Navigator®.
  • Customer Action Items
    • You must download a Secure Browser onto every user’s desktop or laptop before using Treasury Navigator®. 
    • Be on the lookout for additional information regarding the Secure Browser Download Guide. The Secure Browser download is the first step in preparing for access to Treasury Navigator®. We will also reach out to you with a phone call to provide additional assistance.
    • Download the “Treasury Navigator Mobile” app from the Google Play or Apple App store on Tuesday, June 1, if you plan to use this functionality.
    • Customers using QuickBooks® Direct Connect will need to notify Treasury Management Support for the connection to be turned on in Treasury Navigator®.
    • You will need to update the bank name QuickBooks® Direct Connect from CenterState Bank to SouthState Treasury Navigator. 
    • You will need to sync your accounts in QuickBooks® Direct Connect before 5:30 p.m. ET on May 28 to make sure all transactions from CenterState’s OCM are transferred to Treasury Navigator®. 
    • After our system is converted, you will need to disconnect from CenterState Bank and reconnect to SouthState Bank.
  • Important Things to Know
    • We will transfer 45 days of past transaction and payment history and 12 months of past statements to Treasury Navigator®. Once this information is transferred, transaction history will build to 12 months and statement and payment history will build to 18 months. 
    • We recommend that you run a paid check inquiry before placing a stop payment to ensure the check is outstanding or unpaid.
    • No new ACH payments/batches can be generated in OCM after May 26, 2021. All ACH payments/batches scheduled through OCM must have a settlement date of Friday, May 28, 2021 or earlier. You will be able to initiate and approve ACH payments through Treasury Navigator® Secure Browser and the Treasury Navigator® Mobile App, by Tuesday, June 1.
  • What's New
    • Account Analysis statements will have an enhanced view, including the design format, the service description for each line item, and the calculations of some charges.
  • What’s Changing
    • Analyzed accounts will be debited for service charges on the fifth business day of the month.
    • Analysis statements will be available within Treasury Navigator® beginning the sixth business day of the month.
    • Service charges will be applied to the master billing account for accounts that are grouped together in Account Analysis.
  • Customer Action Items
    • Adjust any processes that may be in place regarding the service charge that will be applied to the master billing account on the fifth business day on the month.
  • Important Things to Know
    • You can view or download your Account Analysis statements via Treasury Navigator®. Analysis statements will no longer be mailed.
  • What's New
     
    • Savings accounts can be used as ACH settlement accounts.
    • Authorized users will be able to import ACH payee files and reverse ACH batches and items within Treasury Navigator®.
    • Authorized users will be able to in Treasury Navigator®.
    • 18 months of ACH transaction history will be available.
    • Users have ability to receive emails for ACH return & Notifications of Change (NOC) and can view the full report in Treasury Navigator®.
    • Users may choose to subscribe to one or more of the following ACH notifications: file needs approval, file status change and end-of-day (EOD) activity.
    • Recurring transactions, such as quarterly, may be scheduled for more than 30 days out.
    • Batches can be updated until the day they are sent for processing.On the day batches are processed, they are locked and cannot be edited.
    • ACH batches can be processed via the Mobile App with existing payees.
  • What’s Changing
    • The following are the new ACH processing windows effective, Tuesday, June 1, 2021:
            - 10 a.m.*, 1:30 p.m.*, 3 p.m., 5 p.m. and 6:15 p.m. (ET)
            - Please note: * Indicates Same Day ACH processing windows. SouthState offers Same Day ACH processing for a fee. Same Day ACH requires advance setup.
    • An ACH file which is uploaded to Treasury Navigator® via Secure File Transfer Protocol (SFTP) that is over the limit(s) set up in Treasury Navigator® will be flagged for errors and will not process.
    • Customers must ensure that ACH pre-notes are expired before a live item can be sent. If a live pre-note exists (before the 3-day expiration), a live transaction will be excluded from the batch. 
    • Users cannot originate ACH transactions with the Standard Entry Class (SEC) code of TXP.
    • ACH batches are not prefunded, which could result in insufficient funds charges.
  • Customer Action Items
    • You will need to ensure your current email is included in your profile within OCM, if you want to automatically receive ACH Returns/Notifications of Change (NOC) after the transition to Treasury Navigator®.
    • We encourage you to review the ACH templates within Treasury Navigator® upon your first login to ensure all information in the templates transferred correctly. 
    • The last date to create and send ACH batches within OCM is Friday, May 28.To ensure processing, please send any payroll files with a Friday posting date by May 26. 
    • Recurring ACH Batches will need to be re-established within Treasury Navigator® on June 1, as these will transfer to Treasury Navigator®.
  • Important Things to Know
     
    • If you use ACH pre-notes, please make sure they are expired at least 3 days before the live transaction is sent to the bank. You will not receive notification that a transaction will not post until the pre-note expires.
    • There is an ACH transaction within Treasury Navigator®. If you are unable to send ACH file, call Treasury Management Support for assistance.
  • What's New
    • A Multi-Statement Tool to assist in downloading statements will be available through the single sign-on experience within Treasury Navigator®.
  • What’s Changing
    • The eStatement Book feature will not be available in Treasury Navigator®; however, you will be able to download and print a file containing statements and check images within Treasury Navigator®.
    • The Viewer software will no longer be available for zipped files.
    • The file retention period will be 18 months.
  • Customer Action Items
    • Customers using SFTP software to automate the download of statements in zipped files will need to update their settings. Files should be available for download no later than 7:00 a.m. ET, the second business day following the statement cycle cut-off.
  • Important Things to Know
    • eStatements from 2021 will be loaded into Treasury Navigator®. Please note, deposit images will not be initially available, but will be added at a later date.
    • You will be able to continue to have the ability to select multiple statements to print simultaneously.
  • What's New
    • Introducing the Treasury Navigator® Mobile App. You’ll gain the added convenience of managing your accounts on the go, including reviewing your account balances and transactions and depositing checks using the mobile deposit feature.
  • What’s Changing
    • You’ll have direct access to Treasury Navigator® from the home page of SouthStateBank.com.
    • Unlike other Online Cash Management (OCM) users transitioning to Treasury Navigator®, and based on your current business online banking needs and services, you will access the system directly from SouthStateBank.com by clicking Login in the top right corner, and selecting Treasury Navigator® from the dropdown.
  • Customer Action Items
    • Please be sure to electronically sign the SouthState Treasury Management Master Service Agreement, which will be sent to you via DocuSign prior to transitioning to SouthState. This must be signed in order to gain access to Treasury Navigator®. If you do not receive the Agreement via DocuSign by mid-May, please contact Treasury Management Client Support at (855) 577-2972.
    • We encourage you to print and/or save any additional transaction, statement or check image history you may need from OCM prior to May 28, 2021.
    • Prior to June 1, you will receive your Treasury Navigator credentials, which you will use to log in to Treasury Navigator®.
  • Important Things to Know
    • CenterState’s Online Cash Management (OCM) will be retired at 5:30 p.m. on Friday, May 28, 2021, after which you will no longer be able to access OCM.
    • You will be able to access your accounts and services through Treasury Navigator® by Tuesday, June 1, 2021.
    • Transaction history will be loaded into Treasury Navigator® beginning June 1, 2021. It may take a few days for your transaction history to load.
    • Statement and check image history from January and February 2021 will be available in Treasury Navigator® on June 1. We will continue to gradually load the remaining 2021 and prior statement, check and deposit image history over a 60-day period after the transition.
  • What’s Changing
     
    • Account Reconciliation will no longer be available June 1, 2021. 
    • Transaction details will be available in the Information Reporting section of Treasury Navigator®.
  • Customer Action Items
    • We encourage you to retain any records you may need regarding outstanding checks.
  • Important Things to Know
    • Reports for outstanding, consolidated and ACH accepted items are no longer available.
  • What's New
    • You will be able to assign multiple approvers for payments and adjust the approver list based on amount.
    • The payment limit per bill is expanded to $500,000 with sufficient funds in the funding account.
  • What’s Changing
    The expedited and regular processing times will change to the following.
    • Expedited Processing: 4 p.m. ET (checks)
    • Regular Delivery (3-day): 10 p.m. ET (new option)
    • Regular Delivery (7-day): No longer available
  • Customer Action Items
    • Prior to using BillPay within Treasury Navigator®, please verify your BillPay payee information and payment dates in Treasury Navigator®.
    • Six months of online bill payment history will be available within BillPay through Treasury Navigator®. We encourage you to print and/or save any additional history, payees and payments you may need prior to May 28.
  • Important Things to Know
    • If you use Bill Pay through CenterState’s Online Cash Management, you will be unable to initiate any new online bill payments beginning Thursday, May 27, 2021 at 4 p.m. ET until the service becomes available within Treasury Navigator® by Tuesday morning, June 1.
    • Payments with effective dates of May 28, 2021 – May 31, 2021 will be paid on June 1. To avoid a delay, we recommend adjusting payment dates to ensure timely delivery.
    • If you are a business customer who uses CenterState Online Banking Bill Pay, you will be unable to initiate any new online or mobile bill payments beginning Thursday, May 27, 2021 at 5 p.m. ET until the service becomes available within Treasury Navigator® by Tuesday morning, June 1. If you previously scheduled a bill to be paid during this time, it will still be paid as scheduled.
    • By June 1, 2021, you will have the ability to initiate new bill payments through BillPay within Treasury Navigator®.
    • All payees and payments within CenterState’s Bill Pay system will transfer to the Treasury Navigator® BillPay System, including recurring payments.
    • The Electronic Bills (eBills) functionality will be removed from Bill Pay in OCM on May 21, 2021.
    •   eBills will not transfer to BillPay within Treasury Navigator®. You can set up your eBills again within BillPay through Treasury Navigator® on June 1.
  • What's New
    • You will be able to access Positive Pay through Treasury Navigator® by June 1, 2021.
    • With Treasury Navigator®, you only need to remember one user ID and password to log in. With this single sign-on capability, you’ll have immediate access to the various applications you use for Treasury Management including Positive Pay.
    • You will have the convenience of being able to view and decision Check Positive Pay exceptions, including dual approvals, on the Treasury Navigator® Mobile app.
    • The Bank will have the ability to automatically validate checks presented for payment against the Positive Pay issue file, which will eliminate calls to customers to approve payment transactions.
  • What’s Changing
    • History for Check Positive Pay will be available for 18 months, although outstanding check issue information transferred from CenterState Positive Pay will not be visible on Treasury Navigator®. Any outstanding items which are submitted after the transition to Treasury Navigator® will be visible online.
    • You will be able to decision Check Positive Pay items through Secure Browser or the Mobile app.
    • Notifications for Stale Date and Maximum Dollar for Check Positive Pay will no longer be available.
  • Customer Action Items
    • Check issue files should be uploaded to CenterState Positive Pay by 5 p.m. ET on Friday, May 28, 2021 in order to be processed on time.
    • On Tuesday, June 1, 2021, you will use the CenterState Positive Pay system to make decisions on exceptions from the previous business day (May 28, 2021). If you were unable to provide decisions on Positive Pay items prior to the deadline, we will use your previously determined default decision to pay or return the items.
    • On Wednesday, June 2, you can begin using Treasury Navigator® to decision your Positive Pay items. CenterState’s Positive Pay system will not be available effective June 2.
  • Important Things to Know
    • Positive Pay exception reporting/notifications will be distributed at 8 a.m. ET, and the decision deadline will remain at 2 p.m. ET.
    • If ACH Positive Pay decisions are not made by the deadline, the items will be returned, which is the default decision for Treasury Navigator®.
  • What's New
    • You can initiate a wire transfer via the Mobile app for existing payees.
  • What’s Changing
    Listed below are the new Wire Transfer cut-off times (ET) effective, Tuesday, June 1, 2021.
    • International Outgoing – 4 p.m.
    • Domestic Outgoing – 5 p.m.
    • Domestic and International Incoming – 5:30 p.m.
  • Customer Action Items
    • Wire transfer requests must be submitted in OCM by 5 p.m. ET on Friday, May 28, 2021.
    • Wire transfer templates will convert to Treasury Navigator®, however, the payees will not. You will need to enter the payees within Treasury Navigator® when it becomes available by June 1.
    • Wire Transfer notifications will only be sent to the email addresses of users who have been set up within Treasury Navigator®. Please contact TM Support by June 1, to add a user.
  • Important Things to Know
    • By Tuesday, June 1, 2021, you will be able to originate wire transfers through Treasury Navigator® Secure Browser or the Treasury Navigator® Mobile App.
    • Your 2021 wire transfer history will be available in Treasury Navigator®.

Welcome Information Booklet

Customer Welcome Booklet

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Important Account Information

Account Information & Details Booklet

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Contact Us

Treasury Management Support 855-577-2972
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