OFX FI details for California Bank & Trust

The OFX financial institution information for California Bank & Trust is as follows.

FI Id: 5006
FI Org: 401
FI Url: https://pfm.metavante.com/ofx/OFXServlet
OFX Version: 103

California Bank & Trust has the following capabilities:

  • Account Discovery: yes

  • Banking Services: yes

    mail for banking services: yes
    intra-bank transfers: yes
    scheduled intra-bank transfers: yes
    transfer sync requests: yes

  • Credit Card Services: no

  • Bill-Pay Services: yes

    mail for bill-pay services: yes
    payment by address: yes
    payment by transfer: no
    payment by payee id: no
    recurring/automatic payments: yes
    payments with credit card: no
    payee delete: no

  • Investment Brokerage Services: no

California Bank & Trust service signup is through the branch, so you need to visit a branch in order to sign up. The cost per month for online services is unknown, please contact them to find out.

Enrollment for web services does not automatically enroll you for OFX services.  
A different password is used to access OFX services than the one used to access services via their website, so you’ll need to get a separate password from California Bank & Trust. This institution allows users to change their PIN/password through OFX services. The password must be between 4 and 10 characters, and may contain alpha numeric space and special characters.


300 Lakeside Drive, 8th Floor Oakland CA 94612
800.355.0514
California Bank & Trust

California Bank & Trust is committed to building California’s best banking relationship. This commitment allows us to offer competitive products and services without compromising on personal service. In fact, we’ve raised the bar for banking in California. \r\n\r\nWe’ll measure up to your highest standards. Let us show you how. Please visit us at http://www.calbanktrust.com or call (800) 355-0514 to be connected with the branch nearest you. \r\n\r\nCalifornia Bank & Trust\r\nRaise the bar \r\nMember FDIC Preferred SBA Lender

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