Account Set-up - Santander

Account Set-up - Santander - Santander

Online Services

Retail Online Banking

Retail Online Banking
Mortgage Accounts
Business Online Banking
Investment Services
Consumer Credit Cards

Here are three easy steps to start
getting more from digital banking.

01

Download our Mobile Banking App and
enroll in Online Banking to bank from
anywhere.

02

Transfer funds from an existing account, make a Mobile Check Deposit, or set up Direct Deposit.

03

Activate your Santander Private Client
World Debit Mastercard® to unlock your
exclusive benefits.

Manage your account

With digital banking, you can manage your account at any time, from anywhere.

Enroll in Online Banking

Set up your Online Banking, pay bills, view statements, transfer money, and more.

Enroll now

Transcript: Online Banking enrollment

Download our Mobile Banking App

Bank from anywhere at any time, deposit checks, check your balances, pay bills, and transfer money. Enjoy the safety and convenience of Touch ID and Face ID for Apple and fingerprint for Android.

4.7 out of 5 Stars, based on 284K ratings on
the App Store as of 4/20/2022

Scan QR code to open app.

Transcript: Mobile Banking enrollment

Mobile Card Activation

Activate and manage your cards in the Santander Mobile Banking App, so you can take advantage of your card’s benefits as soon as it arrives.

Transcript: Mobile Card Activation

Mobile Card Security

There’s no need to worry if your card goes missing. The Santander Mobile Banking App has important security features to help you take action right away.

Transcript: Mobile Card Security

Set up alerts and preferences

Stay up to date on your account activity with alerts via text and email.

Transcript: Setting up Online Banking Alerts

Transcript: Setting up Mobile Alerts

Go Paperless

Get email notifications that your statement is available via Online or Mobile Banking. It’s safe, secure, and convenient.

Transcript: Setting up Paperless Statements

Get your routing and account numbers

Set up your transfers and direct deposits.

Link your account

Set up links to other accounts you may use to manage your
money.

Manage your money

Moving funds, making deposits, and saving up is easy and efficient at Santander.

Deposit checks

from your phone with Mobile Check Deposit, or at many Santander ATMs. Visit locations.santanderbank.com for specific services by location.

Transcript: Mobile Check Deposit

Transfer your money with ease

from your phone, computer, tablet, or at any ATM or branch. Or send money in minutes with Zelle®.

Transcript: Zelle

Set up Auto Save

Just set it and forget it.

Log in to Online Banking
Click Transfer (under Quick Transfer) on the lower right
Complete the details, including amount, date and frequency
Confirm details and begin to meet your savings goals

Santander Private Client Money Market Savings

Learn more about our exclusive high-interest savings account.

Talk to a Santander Investment Services Financial
Advisor*

Whether your investment needs are simple or sophisticated, a
Santander Investment Services Financial Advisor will bring
investment experience to the table to create a financial plan
that’s personal to you and your goals.

Seamless bank tools

Use these tools to simplify your banking and manage your financial future.

Learn when to expect your checkbook orders

and how to order more.

Get acquainted with Santander Instant Card Hold^SM

and easily place your lost or misplaced card on hold until it
turns up.

Activate your Santander Private Client World Debit
Mastercard®

set your PIN, and learn more about the many benefits your
card can unlock for you. For additional assistance call the
Santander Private Client World Debit Mastercard Benefits Line
at 1-866-214-5084.

Call us today

Priority service and support

Santander Private Client
Services

1-844-726-6300

Investment Services for
Santander Private Client

1-844-726-6800

1. Apple Pay, the Apple Pay, and Touch ID are trademarks of Apple, Inc, registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries.

2. Transactions typically occur in minutes when the recipient's email address or U.S. mobile number is already enrolled with Zelle.

*Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates. Santander Investment Services is an affiliate of Santander Bank, N.A.

INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED	NOT BANK GUARANTEED		MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY		NOT A BANK DEPOSIT

ehl-icon Equal Housing Lender. Santander Bank, N.A. is a Member FDIC and a wholly owned subsidiary of Banco Santander, S.A. © Santander Bank, N.A. All rights reserved. Santander, Santander Bank, the Flame Logo are trademarks of Banco Santander, S.A. or its subsidiaries in the United States or other countries. Mastercard is a registered trademark of Mastercard International, Inc. All other trademarks are the property of their respective owners.