Access Your Lockbox

Independent Financial Lockbox Services


Our lockbox solutions feature state-of-the-art processes and image-based technology that provide several processing options for all types of payments. This service is ideal for businesses with a high volume of receivables like medical practices, wholesale distributors, retailers and service providers.

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Lockbox services are designed to expedite the collection of paper-based payments and provide timely payment information to update accounts receivable records.

  • Eliminate deposit processing and trips to the bank
  • Improve audit controls and security
  • Receive detailed reporting and images

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Business Resource Center

Lockbox Solutions Resources

Resources to help you navigate your lockbox setup process.


Lockbox Solution Overview & FAQs

Our lockbox solution delivers best-in-class capabilities, processing quality and access to accurate and timely receivables information.
Find answers to frequently asked questions regarding your transition to our new lockbox solution.

Lockbox Solutions Key Benefits

Our new lockbox solution delivers best-in-class processing and data quality, providing timely access to accurate receivables information.

Lockbox Quick Tips User Guide

Our Quick Tips User Guide will gives you step-by-step instructions for setting up and navigating our lockbox system.


How to Create a Lockbox User

Follow these step-by-step instructions for setting up a new lockbox user.


Need assistance with your existing lockbox service?

Email our Treasury Sales Team or call us at 972.529.3363.

Some lockbox products require prior approval. Additional fees may apply.