Support
Here when you need us, never in your way
Need quick account help or guidance? You’re in the right spot.
Personal support
Use the information below to find support for common requests in the EverBank online and mobile banking experience.
Account Information
To update your addresses, phone numbers or email addresses, use either of the following methods.
From everbank.com
Log in to your account from everbank.com
Select the "More..." tab, then select "Profile"
Within the "Profile" section, select "Contact Information"
Locate the information you would like to update and select the edit icon
Follow the on-screen instructions to save your changes
From the EverBank mobile app
Log in to your account on our mobile app
From the Account Dashboard/Home screen, select the three-line menu icon in the upper-left corner
Select the "More..." tab, and then select "Profile"
Within the "Profile" section, select "Contact Information"
Locate the information you would like to update and select the edit icon
Follow the on-screen instructions to save your changes
For any contact information changes, you may be requested to verify that it is you making the change. To do this, you will need access to one of the phone numbers we have on file for you.
For new clients
If you're a new client, it's unlikely that you have a security code. Before we upgraded to the new EverBank online banking experience, security codes were our primary method for verifying your identity. Security codes are not the same as your online banking username or password.
If a form is asking for you to provide a security code but you do not have one, please submit the form without a code. You may receive a call from us to verify your identity and confirm your request prior to us processing those requests.
With the new online banking experience, you will not be able to add a new security code if your account does not already have one. We will only be able to update existing security codes or hints.
For existing clients who have a security code
If you already have a security code, you will continue to use that code until we communicate otherwise to you.
If you need to know or update your current security code, please call us at 1.888.882.3837. We can share your security code hint and, once we’ve verified your identity, we will assist you with updating your security code or security code hint.
Your account number can be found on any of your statements or in your original Welcome Kit. Additionally, your account and routing numbers can be found on any personal checks or checkbooks.
To find your account number and routing numbers online, use the following method.
From everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the account for which you’d like to view your account number
- Select the "Show Account Details" link below the box that shows the name of your account
- Within these details, locate "Account Number" and/or "Routing Number"
- If you've chosen to hide the full account number, select the eye icon next to the account number and your full account number will be shown
Routing numbers
EverBank routing number: 063092110
EverBank inbound-wire routing number: 063000225
Statements can be viewed, printed or downloaded from the Documents Center, which can be accessed through online or mobile banking.
From everbank.com
- Log in to your account at everbank.com
- Select the "Communications" tab, and then select "Documents Center"
- Within the "Documents Center" section, select the "Statements" tab
- In the Statements tab, select the account and year for which you would like to view statements
- Select the date of the statement you would like to view and that statement will pop up on screen
- If you would like to then print or download this statement, look to the upper-right corner of the statement box when the statement is visible and you will see options to Print or Download
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Communications", and then select "Documents Center"
- Within the "Documents Center" section, select "Statements"
- Select the account and year for which you would like to view statements
- Select the date of the statement you would like to view
- If you would like to print or download this statement, look to the upper-right corner of the statement box when the statement is visible and you will see a double arrow icon ">>" where you will see options to Print or Download
Please note: all IRA statements and documents are only sent by mail and are not available online. If you would like for us to send you copies of your IRA statements by mail, call us at 1.888.882.3837.
To view your current interest rate, use the following method:
From everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the account you’d like to view
- Select the "Show Account Details" link below the box that shows the name of your account
- Within these details, locate "Interest Rate," which will show your current rate
The difference between interest rates and annual percentage yields (APYs):
An interest rate is the percentage rate at which the money in your account will accrue interest, without considering compounding. Our accounts accrue interest daily, and with our enhanced online banking platform, you can see your interest rate in real-time.
An APY is the percentage rate that reflects the total amount of interest that will be paid on your account over the course of a year, based on the interest rate and compound interest. This value is calculated on a monthly basis, and is reflected on your statement and in your Account Details as “Last Statement APY Earned.”
Adding or changing your account beneficiaries is only available in our online banking platform, not in our mobile app. In order to add, remove, or change a beneficiary, be prepared to provide the following information:
- The beneficiary's Full Name
- The beneficiary's Social Security Number
- The beneficiary's Date of Birth
Use the following method to change or add beneficiaries in online banking.
From everbank.com
- Log in to your account at everbank.com
- Select “Self-Service” along the top navigation bar, and then select "Account Services"
- Within the "Account Services" section, select the tab for "Beneficiaries"
- As an added protection, you may be asked to verify who you are by entering a one-time passcode sent via SMS or voice call prior to accessing the form where you can add or change beneficiary designations
- You will then be able to fill out a form based on what changes you need to make: Add a beneficiary, remove a beneficiary, or change the name of an existing beneficiary
- Follow the on-screen instructions, and then select the "Submit" button
You can register for banking either online or through the EverBank mobile app. Whichever way you choose to register, be prepared to enter the following information:
- Your Name
- Date of Birth
- Social Security Number
- At least one of your account numbers and the associated account type.
Use the link of your choice below and follow the on-screen instructions to register for online banking.
If you are already registered for online banking and have downloaded the EverBank mobile app, use the same credentials you use to log in to online banking.
If you have not registered for online banking, download the mobile app and follow the in-app links to register. You will need the following information: Name, Date of Birth, Social Security Number, and at least one of your account numbers and the associated account type.
You can elect to go paperless or update your document delivery preferences from the Documents Center using either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Communications" tab, and then select "Documents Center"
- Within the "Documents Center" section, select the "Delivery Settings" tab
- Make your updated delivery selections
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Communications", and then select "Documents Center"
- Within the "Documents Center" section, select the "Delivery Settings" tab
- Make your updated delivery selections
Please note: all IRA statements and documents are only sent by mail and are not available online.
To designate addresses by account, use either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "More..." tab
- Within the "More..." tab, select "Profile"
- Within the "Profile" section, select "Contact Information"
- Locate the information you would like to update and select the edit icon
- Follow the on-screen instructions
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Select the "More..." tab
- Within the "More..." tab, select "Profile"
- Within the "Profile" section, select "Contact Information"
- Locate the information you would like to update and select the edit icon
- Follow the on-screen instructions
For any contact information changes, you may be requested to verify that it is you making the change. To do this, you will need access to one of the phone numbers we have on file for you.
Yes, you can export a file containing up through the last two years of your account transactions via the following following formats: Comma Separated File (CSV), Money 2000 and later (or other OFX compatible PFM), QuickBooks or Quicken. Use the following method to export a file of your transactions.
From everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the account for which you’d like to export transactions
- Near the top of the page under the blue box with the name of your account, select the download icon, which is next to a print icon
- In the "Download Transactions" section, make your selections and then select the "Export" button
- The file will export and save wherever you have set your browser or device to save downloaded files (your browser or device may ask you where you would like to save this file)
If your mobile device does not ask where you would like to save the file, please check the following locations for the exported file:
- iPhone: go to your system’s “Files” app, then Browse > EverBank App > NoCloud > downloads
- Android: Files > Downloads
There are two ways you can assign a nickname to your account: within the "Account Details" section on each account's page or within the "Display Options" page. You can assign or manage nicknames using any of the following methods.
Account Details from everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the account for which you’d like to assign or change a nickname
- Select the "Show Account Details" link below the box that shows the name of your account
- Within these details, locate the line that says "Account Nickname"
- Select the icon next to the current nickname and then input and save a nickname
Display Options from everbank.com
- Log in to your account at everbank.com
- Select the "More..." tab, and then select "Display Options"
- Within the "Display Options" section, select the "Account Nicknames" tab
- Make your edits and select the "Save" button located at the bottom of the page.
Display Options from the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "More...", and then select "Display Options"
- Within the "Display Options" section, select the "Account Nicknames" tab
- Make your edits and select the "Save" button located at the bottom of the page
You can hide or show an account from viewing using either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "More..." tab, and then select "Display Options"
- Within the "Display Options" section, select the "Accounts" tab
- To show or hide an account, select the eye icon next to each account
- Select the "Save" button located at the bottom of that page
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "More...", and then select "Display Options"
- Within the "Display Options" section, select the "Accounts" tab
- To show or hide an account, select the eye icon next to each account
- Select the "Save" button located at the bottom of that page
To view your CD's maturity date online, use the following method.
From everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the CD account for which you’d like to view your maturity date
- Select the "Show Account Details" link below the box that shows the name of that account
- Within these details, locate "Maturity Date"
On the date your CD matures, your Account Details will automatically update to the next “Maturity Date.” If you opt to change your CD’s term, your Account Details will reflect that new maturity date.
To request a copy of a check, please call us at 1.888.882.3837.
When you download or export a document or statement, the file will export and save wherever you have set your browser or device to save downloaded files. Your browser or device may ask you where you would like to save this file.
If your mobile device does not ask where you would like to save the file, please check the following locations for the exported file:
- iPhone/iPad: go to your system’s “Files” app, then Browse > EverBank App > NoCloud > downloads
- Android: Files > Downloads
Account requests & services
We have partnered with Deluxe for checkbook ordering to give you more personalized options for your checkbooks. You will be able to select from a variety of check designs* and you will have the ability to edit and update what is shown on your checks (address, phone number, and/or adding the name of a joint account holder).
When ordering a new checkbook using one of the following methods, please ensure all personal details printed on the checks appear correct. If they are not, you may make edits prior to checkout.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Account Services"
- Within the "Account Services" section, select the "Order Checks" tab
- Follow the on-screen instructions
- You will be taken to our partner service provider, Deluxe, to place your order
From the EverBank mobile app
- Log in to your account from our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Self Service", and then select "Account Services"
- Within the "Account Services" section, select "Order Checks"
- Follow the on-screen instructions
- You will be taken to our partner service provider, Deluxe, to place your order.
*Not all check design options are free
An Official Check is one that is issued by EverBank on your behalf that serves as a guarantee of funds. Typically required for larger purchases such as a home or automobile, these checks are issued as official bank checks and signed by a bank representative. Use the following method to request an Official Check.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Account Services"
- Within the "Account Services" section, select the "Request Official Check" tab
- Follow the on-screen instructions to place your request
- You may be asked to verify your identity via a one-time passcode sent via SMS or voice call
If you have issued checks or have misplaced checks that you do not wish to be paid, you can request a stop payment to prevent them from being paid using one of the following methods.
To request a stop payment on a personal check:
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Account Services"
- Within the "Account Services" section, select the "Stop Payment" tab
- Follow the on-screen instructions to place your request
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Self Service", and then select "Account Services"
- Within the "Account Services" section, select "Stop Payment"
- Follow the on-screen instructions to place your request
To request a stop payment on a transfer or bill pay, call us at 1.888.882.3837 or visit one of our financial centers.
Fees may apply. See Deposit Account Fee Schedule.
If you are an authorized account holder, you can view, print or download account statements from the Documents Center. You will need to be the primary account holder in order to view, print or download the account's tax documents (1099s) from the Documents Center.
To access copies of statements or 1099s, use one of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select “Communications” and then select “Documents Center”
- Select the “Statements” or “Tax Documents” tab
- Select the document you would like to view
- If you would like to print or download this document, look to the upper-right corner of the document box and you will see options to Print or Download
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Select “Communications”, and then select “Documents Center”
- Select “Statements” or “Tax Documents”
- Select the document you would like to view
- If you would like to print or download this document, look to the upper-right corner of the document and you will see a double arrow icon (>>) where you will see options to Print or Download
Please note: all IRA statements and documents are only sent by mail and are not available online. If you would like for us to send you copies of your IRA statements by mail, call us at 1.888.882.3837.
Fees may apply. See Deposit Account Fee Schedule.
To receive a deposit via a wire transfer, provide the sending financial institution with the following information:
- Receiving bank: EverBank
- Our wire transfer routing number: 063000225
- Our SWIFT code: EVBKUS3M
- Our address: 301 W. Bay St., Jacksonville, FL 32202
- For credit to: [your name as it appears on your account]
- Your address: [your address as it appears on your account]
- Account number: [your account number]
Foreign currency wires
Foreign currency funds can be transferred to World Markets accounts or to any other U.S. account. However, for foreign currency wires into U.S. accounts, we convert foreign wire funds into USD upon receipt.
To request a wire transfer from an EverBank account or an EverBank World Markets account to an external financial institution, use the following method.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Wires"
- Follow the on-screen instructions to place your request
- You may be asked to verify your identity via a one-time passcode sent via SMS or voice call prior to accessing the form
Wire transfers are processed Monday through Friday, except on bank holidays. For same-day processing, submit domestic wire requests by 4 p.m. (ET) and international wire requests by 3:30 p.m. (ET). Requests submitted on weekends, bank holidays and after wire cut-off times will be processed on the next business day.
Fees may apply. See Deposit Account Fee Schedule.
If you'd like to request a rate increase on your Bump Rate CD, give us a call at 1.888.882.3837. For a same-day rate bump, please call before 4 p.m. (ET).
Once your CD has entered its grace period (the 10 days following your CD maturity date), you may provide your maturity instructions online using one of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the CD from the Accounts Dashboard page, then select the action you would like to take from the CD's page, "Renew" or "Withdraw"
OR
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then "Account Services"
- Within the "Account Services" section, select the "Manage CD Account" tab
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the CD from the Accounts Dashboard then select the action you would like to take from the CD's page "Renew" or "Withdraw"
OR
- Log in to your account on our mobile app
- Select the three-line menu icon in the upper-left corner, then select "Self Service", and then select "Account Services"
- Within the "Account Services" section, select "Manage CD Account"
Please note that this process is different for WorldCurrency® CDs. These CDs have no grace period and instructions need to be received at least 3 days prior to maturity.
Once you submit your application, you will receive an email regarding the status of your application and any next steps. If you have not received an email after submitting your application, please check your email's spam folder and then give us a call at 1.888.882.3837.
If you'd like to upload a document or service request form, you may do so securely via our Document Upload feature. This feature is commonly used to upload forms requesting a name change, adding an account holder, or adding a power of attorney. Use the following method to securely upload a document or form.
From everbank.com
- Log in to your account at everbank.com
- Select "Communications", and then select the "Documents Center" tab
- Within the Documents Center, select the "Document Upload" tab
- Follow the on-screen instructions to securely upload your request or document
You may set up overdraft protection in online banking by using the following method.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab and then select "Account Services"
- Within the "Account Services" page, select the "Overdraft Protection" tab
- Follow the on-screen instructions
- You may need to verify your identity via a one-time passcode prior to accessing this form
- You can exit and return to the dashboard anytime by selecting the "X" in the the top-right corner
For more information on overdraft protection, please reference our Terms and Conditions.
Alerts are either email or text message notifications that you set up to keep tabs on your banking account activity. They can help you avoid possible fraud, stay on top of your balances, or notify you when an upcoming payment is due. You can set up alerts based on your own personal preferences and can easily turn most of them on or off at any time. Some are required security alerts and cannot be turned off.
You can locate and manage your alerts settings via the Communications Center using the following method.
From everbank.com or the EverBank mobile app
- Log in to your account
- Navigate to "Communications", and then select "Text and Email Alerts"
- You will see several tabs for the different types of available alerts
- To manage your alerts, select the edit icon next to the corresponding account or service, make your selections, then select "Save" or "Update" at the bottom of the page to register your alerts settings
The EverBank mobile app comes with the option to enable account, money movement and services push notifications. This allows you to receive important messages without the need to open the app. Push notifications are opt-in and require that you first download and log in to the EverBank mobile app.
You can mange push notifications using the following method:
From everbank.com or the EverBank mobile app
- Log in to your account
- Navigate to "Communications" and then select "Push Notifications"
- Once enrolled, you will be able to toggle push notifications on or off for each device where you have downloaded the EverBank mobile app and toggle on or off the push notifications you'd like to receive
To close an account, use the following method.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Account Services"
- Within the "Account Services" section, select the "Close Account" tab
- Follow the on-screen instructions to request your account be closed
- You may be asked to verify your identity via a one-time passcode sent via SMS or voice call prior to completing your request
Card Help
If your credit card or debit card has been lost or stolen, please call the following numbers immediately.
Credit cards: 1.800.738.2615
Debit cards: 1.888.882.3837
You may also report a debit card lost or stolen using either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Report Card Lost/Stolen" button
- Follow the on-screen instructions
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Self Service", and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Report Card Lost/Stolen" button
- Follow the on-screen instructions
You may set or change the PIN associated with each of your debit cards using either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Set Your Card PIN" button
- Follow the on-screen instructions
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Self Service", and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Set Your Card PIN" button
- Follow the on-screen instructions
You may request a new or replacement debit card using either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Self Service" tab, and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Order a New Card" button
- Follow the on-screen instructions
From the EverBank mobile app
- Log in to your account on our app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Self Service", and then select "Manage Debit Card"
- Select the arrows to locate the correct debit card
- Select the "Order a New Card" button
- Follow the on-screen instructions
If you have recently received a new debit card, you may activate it using one of the following methods.
From everbank.com or the EverBank mobile app
- Log in to your account
- Select "Self Service" and then select "Manage Debit Card"
- Follow the on-screen activation instructions for your new debit card
OR
- Follow the instructions sent with your card to activate your new debit card by phone
The "Enable/Disable Card for Use" option allows you to control whether your debit card can be used for transactions or not. You may want to disable your card for use if you have misplaced your card. Turning your card off will prevent new transactions from being approved, including purchases, ATM activity, and digital card number transactions. However, transactions that are flagged as previously authorized recurring payments, credits, refunds, and reversals may be approved while your card is turned off.
You can switch this option off and on using the following method.
From everbank.com or the EverBank mobile app
- Log in to your account
- Navigate to "Self Service" and select "Manage Debit Card"
- Follow the on-screen instructions to switch this setting on or off for the selected card
Pre-authorization holds appear for each debit transaction attempt to help ensure the funds are available and the transaction can proceed smoothly. These are temporary and will adjust to the actual transaction amount once it is finalized.
These holds are useful in situations where the final amount of the transaction is not known in advance, such as when paying for gas, staying at a hotel, or ordering food at a restaurant. Once the final amount is known, the pre-authorization hold is released, and the actual amount is charged to the account. It is possible that you may see multiple holds at once.
Pre-authorization holds can be beneficial for both you and merchants to help ensure funds are available for transactions, prevent declined payments, help prevent fraud and improve transaction security.
A pre-authorization hold, also known as a pre-auth or authorization hold, is a temporary hold on your account to verify that you have enough funds to cover a transaction. The hold is placed by the merchant, but the funds are not actually transferred to them.
Here are some examples of when pre-authorizations are used:
- Gas stations: A hold is placed to ensure the card has enough funds to cover the fuel purchase.
- Restaurants: A hold may be placed for the cost of the meal plus a possible tip.
- Hotels: A hold may be placed for a room reservation and is typically released upon checkout.
Within the EverBank online banking platform, you will be able to see your credit card and outstanding balance, but you will be unable to view your credit card transactions or manage your payments.
To view your transactions or manage your payments, use the following method.
From everbank.com
- Select the "Login" button
- Within the login box but before you enter your credentials, select the "Manage Credit Card" link, which will take you to the Credit Card platform, eZcard
- Log in using your credit card credentials. These credentials may be different from the ones you use to login at EverBank or TIAA
- If you can’t remember if you have credentials, please follow the "Enroll Now" link to set up your access. If you have forgotten your credentials, please follow the "Forgot your username?" or "Forgot your password?" links
The Credit Card Management portal is separate from the previous TIAA Bank platform and the new EverBank platform. Therefore, your username and password will not sync between these accounts. You will have to maintain a separate username and password to manage your credit card.
If you'd like to access your credit card rewards, use one of the following methods.
From everbank.com
Go to everbank.com and select the “Log In” button
- Within the Login box, but before you enter your credentials, select the "Credit Card Rewards" link
- Log in using your Credit Card Rewards credentials, which may be different from your EverBank, TIAA, or Credit Card credentials
- If you cannot remember your credentials, select "Login" on the Rewards homepage, select the "Forgot your username or password?" link and then follow the on-screen instructions
- If you have never enrolled, select the "Create Account" button from the Rewards homepage and follow the on-screen instructions
OR
- Log in to your Credit Card Management platform
Select the “View Rewards” button on the homepage, which will launch the Rewards portal in a new tab (this may take some time to load)
The Credit Card Rewards portal is separate from the previous TIAA Bank platform, the new EverBank platform and the Credit Card Management platform. Therefore, your username and password will not sync between these different platforms. You will have to maintain a separate username and password to access your credit card rewards.
Easy Deposits
If you are registered for online banking, you can use the EverBank mobile app to make mobile check deposits on the go.x
Once you're logged in on our mobile app, there are several ways to locate the "Check Deposits" feature from the Accounts Dashboard/Home screen:
- Look to the bottom menu of the app and you will see a "Check Deposits" button, OR
- Select the three-line menu icon in the upper-left corner and, within that menu, select "Check Deposits", OR
- Select any deposit account that is eligible to receive deposits. Within the account details page, select the "Deposit" button
Once within the "Check Deposits" section, follow the on-screen instructions that will walk you through how to take a photo of your check and send it to be deposited to your selected account.
Download the mobile app
To view deposited check images, you must be registered for online banking and use the EverBank mobile app.
From the EverBank mobile app
- Log in to your account on our mobile app
- Once logged in there are several ways to locate the "Check Deposits" feature from the Accounts Dashboard/Home screen:
- Look to the bottom menu of the app and select the "Check Deposits" button, OR
- Select the three-line menu icon in the upper-left corner and, within that menu, select "Check Deposits", OR
- Near the top of the screen, within "Check Deposits", select the "Deposit History" link
- Once within the Deposit History, select the account for which you would like to view your deposited check history, select the deposit you would like to view and you will be able to see the check images
Check image history will be available only for checks deposited via the new EverBank mobile app. Any checks deposited using the TIAA Mobile App will not be available in the new Everbank mobile app.
To request a copy of a deposited check, please call us at 1.888.882.3837.
Download the mobile app
Direct deposit is probably the simplest way to build an account balance quickly. It’s also a smart decision financially because it means our high yields can start going to work for you almost immediately.
Here’s how to get your direct deposit set up as soon as possible:
- Request a direct deposit form or directions to an electronic process from your employer or payer. While some employers or payers will automatically give you a direct deposit form to fill out, you may need to request one from your employer or paying entity.
- Complete the direct deposit form with your personal information, bank account number, and EverBank’s routing number (063092110). You should also be able to indicate whether you want the full amount of the check directly deposited or whether you want a percentage or specific amount directly deposited into the account specified.
- You may be requested to include/attach a voided check or deposit slip in order to help your employer or payer verify your routing and account number.
- Submit the form. Once you’ve completed the form, follow your employer or payer’s instructions to securely submit your form, typically in-person or through a secure file transfer service.
- Monitor your account to ensure the direct deposit takes effect correctly. Depending on the circumstances and how long it takes your employer or payer to process your request, it may take a few days to a few weeks for you to see your direct deposit take effect. Check your online bank account regularly to ensure that your money arrives as it should.
- If you need assistance, you will need to contact your employer or payer.
First, make sure to have your EverBank account number and routing number handy. As a reminder, you can find your account number on your online banking account dashboard.
Routing number: 063092110
Then, follow the instructions to make an external transfer from your non-EverBank account.
To mail a deposit, download and complete a deposit slip and ensure the check is made out to the account holder, is endorsed and includes the account number.
Mailing address
EverBank
PO Box 11622
Newark, NJ 07101-9940
Order postage-paid envelopes
For your convenience, you may order free, postage-paid deposit envelopes for existing accounts using our
To view your transaction history and verify a deposit, use the following method.
From everbank.com or the EverBank mobile app
- Log in to your account
- You’ll see a summary of your accounts – select the account where the deposit was made
- From this page, you may review the last 90 days of your transactions. If you'd like to view additional details, select the transaction to expand
- To view beyond the last 90 days of transactions, you may either use the "Search" feature below the blue box within the account page OR view your past statements within the Documents Center
To find out if your deposited funds are available, review your Account Dashboard or each account page, as both display your available and current balances.
Your current balance is today's starting balance plus or minus any current-day transactions that have not yet completed or cleared.
Your available balance is the amount of funds available to you for withdrawal or transfer. This balance is equal to the current balance minus any funds being held in reserve until transactions clear. This balance does not include additional funds that may be used to cover an overdraft.
Balances may be updated based on business days. If you think your balance isn’t correct or has not been updated to reflect your most recent deposits, please call us at 1.888.882.3837.
Money Movement
Make external transfers between one of your EverBank accounts and an account you own at another financial institution. Or make internal transfers between two of your EverBank accounts. Internal and external transfers can be sent for processing right away, scheduled for a date in the future or set to recur based on a schedule you establish.
On both the EverBank mobile app and the EverBank online banking platform, there are multiple ways to navigate to the Transfers section. Wherever you see a "Transfers" button, you can select it and be taken to the Transfers section.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Transfers"
- Follow the on-screen instructions
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay", and then select "Transfers"
- Follow the on-screen instructions
External transfers scheduled for “twice a month” will process on the 15th of the month and the last date of the month, no matter the start date you select when initiating the transfer instructions. If you select a start date after the 15th, the transfers will begin to process at the end of the month. If the 15th of the month, or the last date of the month, falls on a non-business day, that transfer will process on the next business day.
External transfers scheduled with a frequency of “Monthly”, “Quarterly”, or “Semi-Annually”, and also scheduled with a start date after the 28th date of any given month (the 29th, 30th, or 31st), will process on the last date of the month going forward.
If the last date of the month falls on a non-business day, that transfer will process on the next business day after the last date of the month. If you need this transfer to occur prior to the last date of the month, it is recommended that you schedule the start date between the 1st through 28th of any month.
External transfers scheduled with a frequency of “One-time”, “Weekly”, “Every 2 weeks”, or “Annually”, can be scheduled for any date of the month (the 1st through 31st), and will process on that date, so long as that date does not fall on a non-business day, at which point it would process on the next business day.
You cannot link external brokerage and/or investment accounts from within the EverBank online banking platform.
To link your external brokerage and/or investment accounts for transfers to or from an EverBank account, please follow the instructions provided by the Brokerage Firm that manages your investments.
To set up a one-time payment or make recurring payments, use either of following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- Then, either select "Add a New Payee" OR locate the existing payee and select the "Pay" button associated with this payee
- Follow the on-screen instructions to set up your one-time or recurring payment
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay" and then select "Bill Pay"
- Then, either select "Add a New Payee" OR locate the existing payee and select the "Pay" button associated with this payee
- Follow the on-screen instructions to set up your one-time or recurring payment
To view, edit or delete scheduled one-time or recurring bill payments, use either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- Then, either:
- Select the payee associated with the bill payment and view the list of payments and associated actions, OR
- Within the "Bill Pay" section, select the "Activity" tab to view all scheduled or historical bill payments
- Follow the on-screen instructions to edit or delete as needed
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay" and then select "Bill Pay"
- Then, either:
- Select the payee associated with the bill payment and view the list of payments and associated actions, OR
- Within the "Bill Pay" section, select the "Activity" tab to view all scheduled or historical bill payments
- Follow the on-screen instructions to edit or delete as needed
To view your bill pay history, use either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- Select the "Activity" tab, and then select "History"
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay", and then select "Bill Pay"
- Select the "Activity" tab, and then select "History"
Easily send money to friends and family from your computer or mobile device using Zelle®, which can be accessed in either of the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Zelle(R)"
- Choose payment
- Select recipientsx
- Add a memo and send
From the EverBank mobile app
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay", and then select "Zelle(R)"
- Choose payment
- Select recipientsx
- Add a memo and send
We're excited to offer you a more modern and easier to navigate bill pay experience in the new EverBank online banking platform. However, to continue to use eBills, you must navigate to the older version of bill pay through the following methods.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- In the upper-right corner of the Bill Pay screen, select the "Launch Legacy Bill Pay" link
- From there, elect to "Pay Many" or "Pay One"
- Then select the payee(s), select the "Options" dropdown for that payee
- Select "Setup eBill"
- Follow the on-screen instructions
To set up an expedited eBill*
- Log in to your account at everbank.com
- Select "Transfer & Pay" from the main navigation and then "Bill Pay"
- In the upper-right corner of the Bill Pay screen, select the "Launch Legacy Bill Pay" link
- From there, elect to "Pay Many" or "Pay One"
- Then select the payee and select the "Options" dropdown for that payee
- Select "Need to pay it faster?"
- Follow the on-screen instructions
*Expedited payments may incur a fee. Please refer to the fee schedule within our Personal Terms and Conditions for more information.
We're excited to offer you a more modern and easier to navigate bill pay experience in the new EverBank online banking platform soon. However, for the time being, you will only be able to view your memos in the older version of bill pay. Legacy bill pay is available only at everbank.com using the following method.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- In the upper-right corner of the Bill Pay screen, locate and select "Launch Legacy Bill Pay"
- From there, select the "History" tab
- Then, select the payment for which you would like to view the memo
- You will be able to see your memo within the "Payment Details" screen
If you'd like to delete a registered external account, please contact us at 1.888.882.3837 for assistance. In order for us to process your request, you will need to provide the external bank name and account number. It may take several days for changes to take effect.
External accounts cannot currently be deleted online.
You can edit all non-eBill payees from either everbank.com or the EverBank mobile app. However, eBill payees must be managed via online banking from everbank.com.
From everbank.com
- Log in to your account at everbank.com
- Select the "Transfer & Pay" tab, and then select "Bill Pay"
- For non-eBill payees:
- Select the "Pay Bills" tab, where you will see a list of your payees
- Select the payee you would like to view, edit or delete
- To edit that payee, select "Edit Details", make your edits, and then select "Save Changes"
- To delete that payee, select "Delete", then follow the on-screen instructions to finalize deletion
- For eBill payees:
- Select the "Launch Legacy Bill Pay" link
- Locate your payee in the “Pay One” or "Pay Many" tabs
- Select the down arrow next to the payee name
- Select “Edit” or “Delete”, then follow the on-screen instructions to either save your changes or complete the deletion
From the EverBank mobile app for non-eBill payees
- Log in to your account on our mobile app
- From the Accounts Dashboard/Home screen, select the three-line menu icon in the upper-left corner
- Within that menu, select "Transfer & Pay" and then select "Bill Pay"
- Select the payee you would like to view, edit or delete
- To edit that payee, select "Edit Details", make your edits, and then select "Save Changes"
- To delete that payee, select "Delete", then follow the on-screen instructions to finalize deletion
LoanCare
EverBank has partnered with LoanCare, a leading national mortgage servicer, to better support all of your home loan needs.
Business support
We’ve compiled a list of questions and answers to our most common business bank requests for your convenience. If you can’t find the answer you need here, please call us at 1.866.371.3831, opt 5.
Business Account Information
Use any of the following methods to place your request:
Phone
Download and complete our business contact information form and mail to:
EverBank
PO Box 44060
Jacksonville, FL 32231
Use the following method to place your request:
Online
- Log in to your account
- Go to the Administration tab
- Choose ‘Personal preferences’
- Follow the steps to save your changes
Download and complete our manage security code form and follow the instructions on the form to submit.
Note: You are required to provide a security code when contacting us with questions about your account. This is an extra protection we use to keep your information safe.
Business Account requests
An Official Check is one that is issued by EverBank on your behalf that serves as a guarantee of funds. Typically required for larger purchases such as a home or automobile, these checks are issued as official bank checks and signed by a bank representative.
Use any of the following methods to place your request:
Phone
Online
Download and complete our Official Check order form and follow the instructions on the form to submit.
Use any of the following methods to place your request:
Secure email*
- Log in to your account
- Go to the Administration tab
- Choose ‘Contact us’
- Follow the steps to send us a secure email
Phone*
* Please include
- Your security code
- For bank statements: specific month(s) and year(s)
- For copies of checks: amount, date check posted and date check cleared
- For 1099s: specific year(s) and client Social Security or Tax ID number
Fees may apply. See Deposit Account Fee Schedule
Provide the sending financial institution with the following information:
- Receiving bank: EverBank
- Our wire transfer routing number: 063000225
- Our address: 301 W. Bay St., Jacksonville, FL 32202
- For credit to: [your name as it appears on your account]
- Your address: [your address as it appears on your account]
- Account number: [your account number]
In a foreign currency
Foreign currency funds can be transferred to World Markets accounts or to any other U.S. account. However, for foreign currency wires into U.S. accounts, we convert foreign wire funds into USD upon receipt.
View wire instructions
Use any of the following methods to place your request:
Online
- Log in to your account
- Go to the Transfers and Payments tab
- Scroll down to the wire section
- Follow the instructions to request a wire transfer
Note: Available for Standard and Premium service levels
Secure Email
Download and complete our wire transfer form and follow the instructions on the form to submit.
Fees apply. See Deposit Account Fee Schedule
Use any of the following methods to place your request:
Online
- Log in to your account
- Go to the Transfers and Payments tab
- Scroll down to the wire section
- Follow the instructions to request a wire transfer from an EverBank World Markets account
Note: Available for Standard and Premium service levels
Secure Email
Download and complete our wire transfer form and follow the instructions on the form to submit.
Fees apply. See Deposit Account Fee Schedule
Upon your CD’s maturity date, you have a grace period of ten (10) business days to make changes to your CD without penalty. The grace period begins on the first business day following the maturity date and ends at 5:00 p.m. (ET) on the tenth business day.
To provide your CD maturity instructions on the maturity date and/or throughout your grace period, call us at 1.855.228.6745.
Alternatively, you may complete and return a CD maturity instructions form, which you can download here.
Use the following method to place your request:
Phone
Business Easy deposits
Remote Deposit Capture uses a computer-scanner combo and is ideal for businesses with a high volume of monthly check deposits and multiple online banking users. The servicex is subject to approval and daily deposit limits will apply. The enrollment review process will generally take 1 to 2 business days.
Phone
System requirements
- Workstation: 933MHZ, 256MB RAM, 8MB-Video, USB 2.0 Port, keyboard, mouse, monitor
- Operating System: Windows® XP, Vista, 7 or MAC® OS X 10.5 and above (certified on select devices)
- Software: Adobe Acrobat Reader 6.0 or higher, JavaSM plug-in 6 or higher
- Browsers: Internet Explorer® 7 or higher, Firefox®, Safari®, Chrome®
- Internet Connection: Broadband or DSL (minimum 128kb). Dial up can be used but system performance is not guaranteed.
Note: You’ll need administrative rights to your computer to install the Remote Deposit Capture driver.
Call 1.866.371.3831, opt 5 to have a business specialist help you choose the right option for your needs and get enrolled.
As a general guideline, check deposits through our business mobile app may be a good option for businesses that make 50 or fewer check deposits per month. Clients who register for Business Online Banking can make mobile check depositsx quickly and easily with our business mobile app.
How to make a mobile check deposit
- Endorse the back of your check
- Sign into the business mobile app
- Navigate to the ‘+’ menu
- Select Deposit
- Select Continue on the Depositing Checks is Easy page and the Notice pages
- Take photos of the front and back of the check, select which account to deposit the funds to and enter the amount of the check before selecting continue
To wire a deposit, simply pass along the instructions below to your sending institution. Fees may apply.
What you’ll need
- Receiving bank: EverBank
- Our wire transfer routing number: 063000225
- Our address: 301 W. Bay St., Jacksonville, FL 32202
- For credit to: [your name as it appears on your account]
- Your address: [your address as it appears on your account]
- Account number: [your account number]
To mail a deposit, download and complete a deposit slip and ensure the check is made out to the account holder, is endorsed and includes the account number.
Mailing address
EverBank
PO Box 11622
Newark, NJ 07101-9940
Order postage-paid envelopes
For your convenience, you may order free, postage-paid deposit envelopes for existing accounts using our
Diversified investing
There’s a world of opportunity out there. So that you can take better advantage of it, please familiarize yourself with the information below. If you have additional questions or can’t find what you’re looking for here, give us a call at 1.800.926.4922.
Precious metals
Yes, we do buy back coins we have previously sold to you, but we are not obligated to do so. We do not buy back bullion bars. Please see the Account Terms, Disclosures and Agreements Booklet for additional details.
No, however, you can use your statements and transaction confirmations to make the appropriate calculations on your own merit. We recommend consulting with your tax advisor or a tax professional about any questions you may have.
A 1099-B will be generated if you sell precious metals in your unallocated account. A 1099-B will also be generated if you sell precious metals in your allocated account if we are currently holding the metals. You can access your 1099s online. Simply log in to your account, select the World Markets tab, and then choose Electronic Documents. You can then select a portfolio and choose the Tax Documents tab.
We do not report the purchase of metals to the IRS. When you sell metals in your portfolio, a 1099-B is generated. The 1099-B reports your total sales proceeds for precious metals sales.
Yes, you can take a distribution from your Metals Select IRA and take delivery of your coins.
Foreign currencies
No, we do not provide access to physical currency.
Not at this time.
You can withdraw foreign currency funds from your account by requesting a wire transfer.
Certain restrictions apply, including for Non-Deliverable Currencies (NDCs), which we cannot deliver to you. See our website for a list of current NDCs, which is subject to change, and our Account Terms, Disclosures and Agreements Booklet for more information regarding restrictions on NDCs.
You can either enter your CD maturity instructions online or you may call the World Markets desk at 1.800.926.4922.
Online
- Log in to your account
- Go to a World Markets account
- Select a portfolio
- Choose the ‘Details/CD Instructions’ link associated with the CD you need to manage
- Follow the steps to enter CD maturity instructions
There is no grace period available for WorldCurrency CDs or CD Baskets, and we must receive your CD maturity instructions at least 3 business days prior to your CD maturity date. Otherwise, your CD or CD Basket—including principal and interest (if any)—will rollover to a new CD or CD Basket with the same term. Note that all WorldCurrency CDs and CD Baskets mature on Wednesdays (or the next business day if a Wednesday is a holiday).
No; however, you can use your statements and transaction confirmations to make the appropriate calculations. We recommend consulting with your tax advisor or a tax professional about any questions you may have. We will mail a yearly 1099-INT Form to the account holder stating annual interest earned on all currency accounts, but we do not provide information on capital gains or losses.
A 1099-INT will be generated if your foreign currency or USD holdings earned interest.
Access online
- Log in to your account
- Expand the World Markets accordion
- Choose a World Markets account
- Select ‘Electronic Documents’
- Follow the steps to view your tax documents
No, World Markets products, including WorldCurrency Access® Deposit accounts and CDs, are not considered offshore accounts.
Only interest earned on foreign currency deposits is reported to the IRS by EverBank via 1099-INTs. With that said, you may still have an obligation to report gains or losses on your individual tax return. EverBank World Markets does not report these figures, so you are responsible for calculating and reporting gains or losses on your foreign currency deposits. We recommend consulting with your tax advisor or a tax professional about any questions you may have.
MarketSafe® CDs
When MarketSafe CDs are offered, there is a collection period called the “funding period,” which takes place before the MarketSafe CDs are actually issued. During the funding period, if you apply for a MarketSafe CD and send us your deposit, those funds are placed in a MarketSafe cash account, which is an interest-bearing account. While your deposit is in the MarketSafe cash account waiting for the MarketSafe CD to be issued, your deposit earns interest. When the CD is issued, your principal deposit plus any interest earned and credited in the MarketSafe cash account during the funding period is used to open the MarketSafe CD.
No, you cannot rollover a maturing MarketSafe CD.
When a MarketSafe CD matures, the original principal and any upside payment is credited back to the cash account from which the MarketSafe CD was funded. If this funding account has been closed, the funds will be placed into an open U.S. dollar account associated with your World Markets portfolio. If no U.S. dollar account is open as of the maturity date of your MarketSafe CD, one will be opened for you and the funds deposited into this newly opened account.
No, you cannot make early withdrawals from MarketSafe CDs and you cannot close them prior to maturity. If liquidity is a concern, MarketSafe CDs may not be the most appropriate product for you.
MarketSafe CDs track indices that may fluctuate on a daily basis. However, the value of your MarketSafe CD does not change because the CD’s performance is not calculated until CD maturity, when all of the pricing values are available.
However, if you would like more information regarding the details of your MarketSafe CD, please call our Trade Desk at 1.800.926.4922.
A 1099-OID will be generated each calendar year.
Access online
- Log in to your account
- Expand the World Markets accordion
- Choose a World Markets account
- Select ‘Electronic Documents’
- Follow the steps to view your tax documents
Upon maturity, EverBank World Markets will send a letter summarizing the return on your MarketSafe CD. At that time, you will be directed as to next steps for handling the interest that was reported on your MarketSafe CD over the duration. Please consult your tax advisor or a tax professional about any questions you may have.
Yes. We offer traditional, Roth, SIMPLE and SEP IRAs.
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Discover forms and applications
If you’re looking to use a downloadable form, find the document you need to make changes to your existing account, move money, open a new account and more.
We’re here for you
If you still need help or can’t find what you’re looking for here, contact us today.
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