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Encrypted & Secure Email​

At Partners Bank of California, we're always concerned about your financial safety and security. Preserving the confidentiality of your personal financial information is of the utmost importance. When exchanging confidential information via email, an encrypted or secure email service should be used. Partners Bank of California utilizes Microsoft 365 secure email, and makes this available free of charge to our clients. Microsoft 365 uses state-of-the-art encryption and security technology, so you can be assured that your email will be sent and received securely. Once a user is registered for Microsoft 365, secure emails with confidential information can be exchanged quickly and efficiently between yourself and your Partners Bank of California representative.

Please click with caution and avoid opening unexpected secure emails. An unexpected secure email that directs you to enter your credentials can be suspicious. Contact the sender if you receive a secure email that you are not expecting, before clicking or entering credentials. Partners Bank of California will never send you an unexpected secure email. Please contact your client advisor or our branch offices at (866) 323-2741 if you have any questions or concerns.

If you are a new user on Microsoft 365 and would like to send and receive secure emails, you will need to first register for Microsoft 365. To do this, simply contact a Partners Bank of California representative and request that they send you a secure email message. Once you receive that secure email from us, it will contain links and prompts for you to register for Microsoft 365. Be sure to securely keep or remember your user password that you establish when registering for Microsoft 365. After you're registered for Microsoft 365, you can quickly and efficiently exchange secure email and attachments with us.

First Time Registration

Step 1: Contact a bank representative to initiate a secure email to you with registration link if you have not previously registered for Microsoft 365.

Step 2: Follow the prompts in the secure email to complete registration with your email address, and select a password that is complex but that you will remember in the future.

Secure Email Instructions

How Do I Open a Protected Message?
If you receive a protected email message sent to your Microsoft 365 account in Outlook 2016 or Outlook on the web, the message should open like any other message. You'll see a banner at the top of the message that informs you of any restrictions on the message.

If you're using a different email account or email program, you may receive a notification that you've received a protected message and need to take additional action.

Reading a Protected Message with Microsoft 365 Email Account in Outlook or Outlook on the Web
Desktop/Browser: If you're using a Microsoft 365 email account in Outlook 2016 or Outlook on the web, you shouldn't have to do anything special to read your message.

Mobile App: If you have a Microsoft 365 account and you're using the Outlook mobile app, the message should just open.

Reading a Protected Message with Gmail

Desktop/Browser

  1. Select Click here to read your message.
  2. Select Sign in with Google.
  3. You'll be redirected to the Gmail sign-in page. Once you sign in, select Allow.
  4. Your protected message will display in a new browser tab. You won't be able to view the protected message in the Gmail window.

Mobile App

  1. Tap Click here to read your message.
  2. Tap Sign in with… and sign into your email account.
  3. If you get a request for permissions, tap Yes or Allow to view the message.

Reading a Protected Message with a Single-Use Code
Some email clients and services can't automatically open protected messages. If you have an email account with Yahoo or other Internet Service Provider, you'll need to obtain a single-use code to read the message.

Desktop/Browser

  1. Select Read the message.
  2. You'll be redirected to a page where you can sign in and receive a single-use code.
  3. Check your email for the single-use code. Enter the code in the browser window, then select Continue to read your message.

Mobile App

  1. Tap Click here to read your message > Sign in with a single-use code.
  2. You'll be redirected to a page where you can sign in and receive a single-use code.
  3. Check your email for the single-use code and copy it.
  4. Enter the code in your browser, then select Continue to read your message.