Get more done in less time.
DIGITAL TOOLS
People you need, TECHNOLOGY YOU WANT.
As your trusted financial services partner, Compeer Financial® is committed to providing robust and secure online tools to help our clients get business done—where and when you want.
The Compeer team will meet you where you’re at—whether it’s on your farm, at your home, at a Compeer office or online. Our tools and technology make doing business with us convenient and flexible, giving you more choices in how we partner together.
Compeer’s digital solutions are innovative and relevant, helping you easily and conveniently manage your accounts and assess the financial health of your operation. Ultimately, these tools help you make informed business decisions while getting business done.
Do more in less time.
ONLINE BANKING
Compeer Financial’s Online Banking platform makes managing your money easy. Designed with agriculture and rural America in mind, along with best-in-class security, our tools make it simple. You’ll be able to do more in less time so you can focus on other priorities.
EASY. CONVENIENT. SECURE.
Online Banking never closes. Check your balances and manage your accounts when and where it’s convenient for you. Download our Mobile Banking App to easily manage your money on your phone or mobile device.
No matter your level of comfort with technology, our tools are intuitive and clear. Protecting your financial information is our highest priority and our Online Banking and Mobile Banking tools are designed with multi-layered security to protect your accounts and safeguard your information.
WITH ONLINE BANKING YOU CAN:
• Pay bills
• View account balances
• Transfer funds
• View statements
• Create customized account alerts
• Connect external accounts
• Integrate your financial information with QuickBooks and Quicken
WITH BUSINESS BANKING YOU CAN:
• Quickly and efficiently make and receive payments with ACH tools*
• Schedule wires to easily transfer money to another financial institution*
*These features are in addition to the standard Online Banking features.
SUPPORT WHEN YOU NEED IT
Have a question or want to learn more? Connect with us by calling (800) 705-6603 or visiting compeer.com/onlinebanking
Compeer Financial’s Mobile Banking App puts the highest priority on security and usability. Mobile Banking is ready to fit seamlessly into your life and into your hands. Check your balances and manage your accounts when it’s convenient for you because Mobile Banking never closes.
SECURE FOR WORRY-FREE TRANSACTIONS
• Manage funds, check your balances or pay your bills right in the app.
CONVENIENT FOR YOUR BUSY SCHEDULE
• Your accounts are at your fingertips, whether you’re at home, at the farm or on the go.
EASY TO USE
• The Mobile Banking App is intuitive and clear, no matter your level or comfort with technology.
WITH
MOBILE BANKING YOU CAN:
• Deposit checks remotely
• Transfer funds
• Instantly view balances
• View account details and history
• Touch ID and Facial Recognition enabled
Have a question or want to learn more? Connect with us at (800) 705-6603 or compeer.com/onlinebanking.
Manage your money anywhere.
MOBILE BANKING
MOVE MONEY AUTOMATICALLY
When you need to send money quickly, let Compeer Financial help by setting up a direct payment through ACH (Automated Clearing House). It’s convenient and reliable, and can save you time by sending funds directly to the recipient you choose.
SETTING UP YOUR ACH
In addition to making payments, you can also send funds to another bank account or investment account. And best of all, it’s free! ACH transfers make sending money convenient, giving you peace of mind.
Call us at (844) 426-6733 for our team to assist you in setting up your ACH.
Tax planning and preparation — along with business accounting — can be time consuming and complex. We offer a variety of online services and digital tools to make tax and accounting more convenient and accessible for our tax and accounting clients.
ACCOUNTING CS - CLIENT VIEW
Accounting CS–Client View gives you a simple and secure way to enter and track accounting information from your home or office. Clients can enter daily bank register transactions, payroll and more. Compeer’s accounting specialists are able to access information entered into the system to answer questions and provide support.
ONLINE PORTAL
Clients are able to exchange documents with their tax consultant virtually, saving time otherwise spent gathering and mailing hard copies. Documents in the portal remain accessible for up to seven years, providing an easy way to keep records organized and readily available.
VIRTUAL MEETINGS
Clients have the option to meet face-to-face via Webex with their tax consultant or accounting specialist. This convenient service offers clients the option to stay in the comfort of their own home and take advantage of the expertise of our tax and accounting professionals virtually.
Staying connected to your accounts and financial information is important. With MyCompeer, you’ll enjoy the convenience of secure online access at your fingertips. MyCompeer is available 24 hours a day from your desktop, tablet or smartphone.
MYCOMPEER FEATURES
Enroll in MyCompeer today to:
• Gain 24/7 access to your information, securely from any device
• View account balances, payment information and other details
• View statements, billings and other account documentation
• Manage patronage payment preferences
• Securely exchange documents with your Compeer team
• Create and submit your balance sheet online with our interactive tool
• View your crop insurance documents
• Utilize online loan applications
• Access exclusive member-owner benefits/discounts
• View contact information for your Compeer team
• Manage your contact information
ENROLLMENT IS QUICK AND EASY
Visit compeer.com/mycompeer or call us at (800) 705-6603.
At Compeer Financial, we think your goals should be on your timeline. That’s why we offer easy-to-use online loan applications to seamlessly apply for financing 24/7 from a desktop, laptop or mobile device. Start your loan application from anywhere — at home, in the tractor or wherever you are. You get to decide when and how to do business with us.
ONLINE LOAN APPLICATIONS AVAILABLE
• Agriculture real estate loan or refinance
• Agriculture operating loan
• Home mortgage loan
• Recreational land loan
Get started at compeer.com/online-application or visit compeer.com and click Apply Now.
Need to sign paperwork at Compeer Financial? Save time and hassle by using our e-signature tools. Instead of mailing documents back and forth, which can take days or even weeks, e-signatures let you conduct business almost instantly from most anywhere and at anytime with just an internet connection. You’ll find it’s a quick and easy way to do business!
BENEFITS OF E-SIGNATURES
• Convenient: E-signatures eliminate the need to be present physically to sign documents. For business partners in different geographic locations, e-signatures allow you to complete a transaction from thousands of miles away, if needed.
• Flexible: You can access and sign documents digitally from any internetenabled device (ex: computer, smartphone or tablet), where and when it’s convenient for you.
• Secure: E-signature technology uses rigorous security certification standards and strong data encryption methods to help ensure documents, data and approvals remain private and secure.
• Accurate: E-signatures serve as a guide for clients signing documents, as the form will not send if all required fields have not been filled in and signed on the pages as specified by the sender.
• Transparent: You can download, save and/or print any documents sent to you for your own records.
Next time you need to sign a document, ask the Compeer team about e-signatures! We’re happy to help you get set up.
Sign Here
Sign or Get Signatures
Enhanced closing options. ONLINE LOAN CLOSING
While our team is happy to meet with you in person for loan closings, Compeer Financial also has tools in place that allow you to close on your loan from just about anywhere. Our e-signature tools, along with access to remote online notarizations,* help take the stress out of closing. All you need is a computer with a webcam and an internet connection.
BENEFITS OF ONLINE LOAN CLOSINGS
• Convenient: Whether you are in the next county or across the country, online closings are a convenient solution that make the entire experience simple.
• Increased accuracy: Meeting online lessens the chance that a signature is missed on a document.
• Saves time and travel: Online closings typically take less time than a traditional closing, meaning you can get back to what matters most.
*Remote online notary not available in all states.
CROP INSURANCE RENEWALS
Compeer Financial offers a tool for clients to renew their crop insurance policies online, making renewal fast and easy.
Clients with crop insurance policies that are eligible for online renewals will receive an invitation and instructions on how to complete the online renewal process. Of course, if you want to renew your policy in person, we’re always here to help.
Compeer Financial provides a variety of mortgage services, with online tools to help you easily navigate the application and financing process. We’ve helped thousands of clients by making it as easy and predictable as possible.
MORTGAGE SERVICES
• Single-family residences
• New home construction
• Hobby farms and acreages
• Bare land/site loans
• Manufactured homes
• Home mortgage refinance
• Recreational land financing
• Home renovation financing
Visit
ONLINE MORTGAGE TOOLS
• Online mortgage application
• Find a local mortgage specialist
• View the status of your application in real time
• Calculators and additional online tools
Navigate the financing process. ONLINE MORTGAGE TOOLS
Track
MARGIN MANAGER
your profitability.
Compeer Financial knows tracking your profitability in an ever-changing market is more important than ever. Our Margin Manager tools help you manage risk in your operation, with interactive reports that help you take the emotion out of your marketing decisions.
HOW PROFITABLE IS YOUR OPERATION?
Our easy-to-use tools assist you in calculating and determining costs of land, machinery and your whole operation, all to help you input accurate numbers to know when you will break even and how you can improve profitability. You can establish monthly targets to help you understand if your financial needs will be met, even before they occur.
• GRAIN MARGIN MANAGER | compeer.com/grain-margin-manager
» Cash land calculator to help determine value per acre
» Machinery calculator to understand cost per acre
» Whole farm budget to understand projected income and expenses
» Track and plan grain sales and insurance
• DAIRY MARGIN MANAGER | compeer.com/dairy-margin-manager
» Calculate and determine projected income and expenses
» Create projected cash flow summaries
» Understand profit margins per cow
» Analyze debt payments
• TIMBER MARGIN MANAGER | compeer.com/timber-margin-manager
» Model your current forestry operation
» Create a financial history for up to three years
» Make projections and model “what-if” scenarios
» Guide your forestry operation decisions for future years
DAIRY REVENUE PROTECTION (DRP) ANALYZER
Dairy Revenue Protection is an important tool for dairy producers, and it’s critical you have access to resources that help you utilize DRP effectively. Compeer’s free DRP Analyzer is a one-stop shop for DRP updates and information specific to your operation, allowing you to make more effective risk management decisions. The DRP Analyzer includes:
» Premium quoter
» Endorsement tracking
» Market dynamics
» Operation overview
Contact your Compeer Insurance Officer today to get access to the DRP Analyzer and the mobile app.
COMMITMENT TO SECURITY
Compeer Financial continuously aims to meet and exceed best practices when it comes to information security. Protecting your financial information is our highest priority, and we intend to make every aspect of your online interaction with Compeer secure.
Our digital tools, including Online Banking, Mobile Banking and MyCompeer, are designed with industry-standard encryption and multi-layered security to protect your accounts and safeguard your sensitive information.
