Account Access User Guide

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Account Access User Guide"

Transcription

1 Account Access User Guide Available within AgriPoint How to manage your accounts online, anytime, anywhere. Rev. 10/12/2015

2 This guide is designed to familiarize you with the features and options available to you on AgriPoint and Account Access. CONTENTS PAGE HOW TO ACCESS ACCOUNT ACCESS...3 HOME PAGE...3 ACCOUNTS...3 ACCOUNT OVERVIEW... 4 ACCOUNT HISTORY... 4 ONLINE ACTIVITY... 5 STATEMENTS... 6 TRANSACTIONS...7 INTERNAL TRANSFERS... 7 MULTIPLE DRAFT IMAGES... 8 BILL PAYMENT... 9 RECURRING TRANSACTIONS MANAGE ACH / WIRE RECIPIENTS ADVANCE FROM LOAN PAYMENT TO LOAN SERVICES...15 MESSAGES STOP PAYMENT CHECK REORDER PREFERENCES...17 ACCOUNT PREFERENCES ALERTS HELP...19 SIGN OFF...20 FEE SCHEDULE

3 HOW TO ACCESS ACCOUNT ACCESS To access Account Access, log into AgriPoint and select Account Access in the Tools navigation. HOME PAGE The Home Page displays each of your accounts in the Account Overview. The names of your accounts, current principal and interest balances are also included. A menu bar allows you to navigate to additional functionality within Account Access, including Accounts, Transactions, Services, Preferences, and Sign Off. To return to the Home Page from any other page, click Home in the upper right corner of the screen. ACCOUNTS From the Accounts Menu you can return to the Accounts Overview screen by clicking Overview. History shows you full details of the account as well as a list of recent transactions. Selecting Statements allows you to view, print, and download account activity and billing statements. 3

4 ACCOUNT OVERVIEW View all of your account balances and summary information in one place on the Account Overview screen. Your accounts will be listed under the main headings of the account type. Double click on the specific account or click the lightning bolt to view additional account details, history or more. All pending transactions are indicated in red. ACCOUNT HISTORY Account History displays account details and transaction history for each account. History includes the most recent transactions from the past two years. Transactions are color coded; red for debits and green for credits. Click on the magnifying glass next to posted drafts to view an image of the draft. Change the history display to view a different loan by selecting the loan from the account dropdown box and clicking submit. 4

5 ONLINE ACTIVITY Online Activity displays the activity processed through our online banking functionality. Each transaction line in Online Activity excluding the Payment to Loan and Internal Transfer transactions includes a tracking ID, description, amount, account, date, details, and the user that created the transaction. 5

6 Additional details are available by double-clicking on the transaction or by selecting the transaction then selecting View the selected transaction from the drop-down box and clicking Submit. The transaction details page gives you more information on the transaction than what is available in the Online Activity view. STATEMENTS Online Statements, located under the Accounts main menu, allows you to view, print and download your account activity and billing statements. Choose the account, statement year and cycle date. Then click View Statement. 6

7 TRANSACTIONS From the Transactions menu, you can perform several online banking functions such as making an Internal Transfer, setting up a Bill Payment, and initiating an ACH. INTERNAL TRANSFERS The Internal Transfer screen, located under the Transactions main menu, allows you to transfer funds quickly and easily between two of your Farm Credit loans. Funds can be transferred from your revolving loan to any other loan and can be initiated one time or set up on a recurring basis. To transfer funds between Farm Credit accounts, follow these steps: 1. Choose the online account that the funds will be advanced from. 2. Choose the online account that the funds will be transferred to. 3. Choose the Payment Type: Exact Billed Amount Indicates that you wish to make your billed installment. Other Amount Indicates that you wish to make a non-regular payment or pre-pay your next billed installment. 4. Choose How to Apply. If you chose the Other Amount Payment Type option, you must indicate how you want the payment applied to your loan: Special Interest Payment Indicates that you wish to make an interest payment. Next Due Interest Payment Indicates that you wish to pre-pay all or a portion of your interest for your next billed installment (limitations exist on the amount of prepayments that are allowed on your account). Special Principal Payment Indicates that you wish to make a special principal payment. Choosing this option does not affect your subsequent billed installments. Next Due Principal Payment Indicates that you wish to pre-pay all or a portion of your principal for your next billed installment (limitations exist on the amount of prepayments that are allowed on your account). 5. Choose the appropriate Effective Date. Transfers initiated after the 3:00 pm cut-off time will be processed on the next business day. You will be prompted to select a valid processing date. 6. Choose the appropriate Amount. Note: If the Exact Billed Amount Payment Type is chosen, then the amount automatically populates with the appropriate billed amount. 7. Choose the appropriate Frequency. 8. Choose an End Date (optional, mostly used with recurring transfers). 7

8 Click Continue to accept the details of the Internal Transfer. Choose OK to continue with the transaction or Cancel to terminate the transfer. 9. Pending Transfers will display in a grid at the bottom of the screen. 10. Transfers can be deleted prior to the processing date by highlighting the transfer and clicking Delete. Note: Changes or edits to a transfer must be made by deleting the original transfer and creating a new transfer. MULTIPLE DRAFT IMAGES Multiple Draft Images is an option under Transactions that allows you to pull a report with your operating loan s draft images. You can set different criteria for the search and output views of the draft images selected. Click Get Report and a new window will open with all of your draft images based on the search. You can save or print the draft images; you may also export the images as an Adobe pdf. 8

9 BILL PAYMENT The Bill Payment screen, under the Transactions main menu option, allows you to use funds from your Farm Credit revolving loan to pay your bills. Bill Payment lets you add and save new payees, set up reminders and schedule payments. To request a stop payment on a bill pay transaction, contact your retail office. To enroll in Bill Payment, select the account you will use to pay the bill. Check the box I agree and wish to enroll and then click Enroll. 9

10 To add a new payee, type the name of the person or business into the space provided and click Add. Enter the bill amount, the date you wish to pay it, and click Pay. Bill Payments not yet paid can be found under Pending Payments. Bill payment is a free service through Account Access. If you need to process a stop payment on a bill payment transaction, the fee is $20 per stop payment. Farm Credit charges fees for transactions in Account Access each month as advances on your line of credit account. Farm Credit reserves the right to change fees or institute new fees at any time. RECURRING TRANSACTIONS The Recurring Transactions list shows the recurring payments that were set up for advancing funds from a revolving line of credit via ACH or Wire Transfer. To highlight a transaction and view, approve, or cancel the transaction by using the action buttons in the header bar. Click Submit to process the action. Use the Group By dropdown to view recurring transactions by account, status, type or user. MANAGE ACH / WIRE RECIPIENTS The Manage Recipients page allows you to add new recipients and edit or delete existing ones. Once you have entered a recipient, you can also add one or more payment templates for later use. To add a 10

11 recipient, enter their information in the fields provided. Click Submit when finished. You may also create payment templates customized for each recipient by clicking Add Payment. Edit existing templates by clicking the magnifying glass icon or double-click on the template row. Note: If you only add the recipient information and no payment template, the drop down on the Advance from Loan will not have the template information stored. You must click Add Payment and add the template information in order to see the account information in the drop down. To delete a recipient and/or payment template, highlight the row and click the red X to delete. ADVANCE FROM LOAN The ACH Advance from Loan screen, under the Transactions main menu option, allows you to move funds from your Farm Credit revolving loan to a checking or savings account. Funds are transferred via ACH and can be initiated one time or set up on a recurring basis. You may fill out the recipient information manually, but use the Manage Recipients menu option to save the required information and use the payment template for future use. 11

12 Note: For the ACH Format options, select PPD to transfer funds to an individual and CCD to transfer funds to a company. To change the Payment Frequency, expand the window by clicking the window icon in the header. This will drop the window open for you to make additional selections for payment frequency. Once you have entered your recipient and payment information, click Continue. This will take you to a confirmation screen where you can Approve, Draft, or Cancel the payment. Selecting Draft will put the payment in a saved status. Use the checkbox at the bottom of the screen if you wish to set up another payment. 12

13 PAYMENT TO LOAN The Payment to Loan page, under the Transaction main menu, allows you to easily move funds from a checking or savings account to your Farm Credit loan. The funds are transferred via an ACH transaction. The transfer can be initiated one-time or on a recurring basis. To add an account from which to transfer, click the Manage Bank Accounts button. The Manage Bank Accounts page enables you to add or delete bank accounts that are used to make payments to your loans. Follow these steps to set up Payment to Loan: 1. From the Add External Account page, enter the routing number of your financial institution. Verify that the financial institution Name, City, and State populate correctly. 2. Enter the Account Number. 3. Choose the Account Type: Checking or Savings. 4. Enter a Nickname of the account (optional). 5. Choose Continue to accept the details of the Payment. Choose OK to continue or Cancel to terminate the transaction. 6. Click the Add Payment to Loan button. 13

14 To transfer funds from an external checking or savings account, follow these steps: 1. Choose the external account that the funds will be withdrawn from. 2. Choose the online account that the funds will be transferred to. 3. Choose the Payment Type: Exact Billed Amount Indicates that you wish to make your billed installment. Other Amount Indicates that you wish to make a non-regular payment or pre-pay your next billed installment. 4. Choose How to Apply. If you chose the Other Amount Payment Type option, you must indicate how you want the payment applied to your loan: Special Interest Payment Indicates that you wish to make an interest payment. Next Due Interest Payment Indicates that you wish to pre-pay all or a portion of your interest for your next billed installment (limitations exist on the amount of prepayments that are allowed on your account). Special Principal Payment Indicates that you wish to make a special principal payment. Choosing this option does not affect your subsequent billed installments. Next Due Principal Payment Indicates that you wish to pre-pay all or a portion of your principal for your next billed installment (limitations exist on the amount of prepayments that are allowed on your account). 5. Choose the Effective Date for the payment. 6. Choose the appropriate Amount. Note: If the Exact Billed Amount Payment Type is chosen, then the amount automatically populates with the appropriate billed amount. 7. Choose the appropriate Frequency. 8. Choose an End Date (optional, mostly used for recurring payments). 9. Click Continue to accept the details of the Internal Transfer. Choose OK to continue or Cancel to terminate the transaction. 14

15 Saved transactions will display in a grid at the bottom of the screen. Transactions can be deleted prior to the processing date by highlighting the transaction and clicking Delete. Changes or edits to a transaction must be made by deleting the original transaction and creating a new transaction. SERVICES Services allows you to send a message to Farm Credit, request a stop payment, or reorder drafts online. MESSAGES Sending a message allows you to communicate securely with Farm Credit. You can categorize your message by Customer Service, Technical Support, or an Address Change. You can also attach a file to your message. The message will be returned to you promptly by one of our support team members. 15

16 STOP PAYMENT The Stop Payment screen, located under the Services main menu, allows you to request a stop payment electronically. Simply select the revolving line of credit the draft was written on and enter the draft(s) information. The draft(s) will be flagged for review and you should expect a follow-up call from your local Farm Credit office. Stop payments expire 12 months from the date of issuance, but can be extended for an additional 12 months by initiating a new stop payment order through Account Access or by contacting your local Farm Credit office. The current fee for a stop payment through Account Access is $ Farm Credit charges fees for transactions in Account Access each month as advances on your line of credit account. Farm Credit reserves the right to change fees or institute new fees at any time. 16

17 CHECK REORDER The Draft Reorder screen, located under the Services main menu, allows you to quickly and conveniently reorder drafts for your revolving line of credit account. The check style will remain the same as your previous order. To request a new style, contact your local Farm Credit office. You should allow approximately 10 business days for processing, personalization, imprinting and shipping. Reordering standard bio-star drafts is a free service. Contact your retail office for pricing on all other types of drafts. Farm Credit charges fees for transactions in Account Access each month as advances on your line of credit account. Farm Credit reserves the right to change fees or institute new fees at any time. PREFERENCES From the Preferences Menu, under Accounts, you can modify how your accounts display and the account names on the Account Overview and Account History screens. You can also customize the number of days or transactions that appear on the Account History screen. The Alerts allow you to set various account alerts and reminders based on selected preferences. You can also choose to be notified via or text message. 17

18 ACCOUNT PREFERENCES From the Preferences Menu, under Accounts, you can modify how your accounts display and the account names on the Account Overview and Account History screens. You can also customize the number of days and number of transactions that appear on the Account History screen. Nicknaming an account may help you identify accounts in transaction drop-down lists. ALERTS The Alerts screen, located under the Preferences main menu, allows you to set various account alerts and reminders based on selected preferences. You can also choose to be notified via or text message. To create an alert, select Add Alert. You can also edit or delete existing alerts. Alerts can be set up for Accounts, Dates, History, or Transactions. You have the option to select when and how you receive the alerts you choose. 18

19 HELP Online help is available throughout the system. The Help button is normally located at the bottom of each respective screen, but can also be found in the upper right corner of some screens. The button is on each screen and provides help on specific functionality. 19

20 Click either the Help button or Help icon to open a window for further assistance on a specific Account Access feature or function. You can also contact the Customer Support line at Support hours are Monday through Friday from 7:00 a.m. to 6:00 p.m. (CT). SIGN OFF To sign off and end your Account Access session, click Sign Off from the Home Page. 20

21 FEE SCHEDULE The following fees apply to select transactions in Account Access: Wire Transfer Fees The fees for wire transfers are as follows: $10 if completed by the customer in Account Access $15 if completed by an Farm Credit team member Bill Payment Fees There are no fees associated with Bill Payments. A $20.00 fee is charged for each stop payment placed on a Bill Payment. Stop Payment Fees The fees for Stop Payments are as following: $10 if completed by the customer in Account Access $15 if completed by an Farm Credit team member 21

CoreFirst Bank & Trust s Online Banking Retail User s Guide Version 3.0

CoreFirst Bank & Trust s Online Banking Retail User s Guide Version 3.0 CoreFirst Bank & Trust s Online Banking Retail User s Guide Version 3.0 CoreFirst Bank & Trust User Guide 1 OVERVIEW General Navigation Information: Supports backward and forward browser navigation Print

More information

Business Bill Payment User Guide

Business Bill Payment User Guide Business Bill Payment User Guide Overview Thank you for enrolling for TSB Monarch Business Bill Pay services. You can use Business Bill Payment to help you better manage the payment of all your bills.

More information

peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide

peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide BUSINESS ONLINE BANKING USER GUIDEQuickBooks Windows 2009-2011 OVERVIEW The information in this User Guide will concentrate on

More information

ACH USER GUIDE. Creating an ACH Batch CASH MANAGEMENT SERVICES

ACH USER GUIDE. Creating an ACH Batch CASH MANAGEMENT SERVICES Creating an ACH Batch 1. Once you are logged into your Online Banking account, select Cash Management, ACH, and then ACH Batch on the main navigation menu. Then follow the easy steps below to create a

More information

Payments & Transfers ACH

Payments & Transfers ACH Payments & Transfers ACH Online Banking Payments & Transfers ACH Online Banking / 2 Module Outline Introduction... 1 Slide 1: Module Overview... 3 Payments & Transfers - ACH... 4 Slide 2: ACH General Information...

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

Domestic & International Wires

Domestic & International Wires Recipients After logging in, within the Commercial section of the left menu, choose Recipients If the recipient you need is not listed, choose Add Recipient from the top Enter the recipient information.

More information

Online banking user guide

Online banking user guide Welcome Peoples Federal Savings Bank customers Online banking user guide IMPORTANT INFORMATION about your online banking account. Important information Your online banking accounts with Peoples Federal

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank. Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...

More information

Business Online. Quick Reference Guide

Business Online. Quick Reference Guide Business Online Quick Reference Guide . All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the agreement under which it

More information

Basic Online Banking. User s Guide. Version 3.0

Basic Online Banking. User s Guide. Version 3.0 Basic Online Banking User s Guide Version 3.0 OVERVIEW General Navigation Information: Supports backward and forward browser navigation Print and Help buttons are available from most pages Single-clicking

More information

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved. Table of Contents Logging In... 3 Changing Your Password... 4 Cash User Login Screen... 5 Navigation... 6 Account Access Page... 7 Account Activity Options... 8 Transactions... 9 Download... 10 Statements...

More information

Frequently Asked Questions..2. Getting Started with Bank 2 Bank Transfers 4. Making a Bank 2 Bank Transfer...8

Frequently Asked Questions..2. Getting Started with Bank 2 Bank Transfers 4. Making a Bank 2 Bank Transfer...8 Table of Contents Frequently Asked Questions..2 Getting Started with Bank 2 Bank Transfers 4 Making a Bank 2 Bank Transfer...8 Viewing Pending Bank 2 Bank Transfers..10 Viewing Bank 2 Bank Transfer History

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments Online Banking Frequently Asked Questions What s changed? Account Activity Transfers/Bill Pay 1 2 3 Maintenance/Services Business Entitlements Business ACH Payments..4..5..6 We are excited to share our

More information

Mane-Link Online Banking. First-Time User Logon

Mane-Link Online Banking. First-Time User Logon Mane-Link Online Banking First-Time User Logon 1 ank.com Table of Contents Overview... 3 Mane-Link Online Banking... 4 First-Time User Logon... 4 Secure Access Code... 4 Online Banking Agreement... 5 Creating

More information

Online Banking User Guide

Online Banking User Guide TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 4 QUICK REFERENCE... 4 LOG ON... 4 SECURITY PROFILE... 4 ENTITLEMENTS... 4 LOG ON... 5 ENTER YOUR USERNAME... 5 REVIEW SECURE IMAGE AND PHRASE,

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Customer ACH Guide. Creating an ACH File in Online Banking

Customer ACH Guide. Creating an ACH File in Online Banking Customer ACH Guide Customer ACH Guide ACH transactions include payroll files, debiting single/multiple account(s) (Ex: A gym collecting money for a gym membership), and crediting single/multiple account(s)

More information

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments Online Banking Frequently Asked Questions What s changed? Account Activity Transfers/Bill Pay Maintenance/Services Business Entitlements 1 2 3..4..5 Business ACH Payments..6 We are excited to share our

More information

Online Services User Guide

Online Services User Guide Online Services User Guide Welcome to online banking! Whether you re online or using a mobile device, access your accounts whenever and wherever it s convenient for you. Log In: BankMidwest.com Online

More information

Gate City Bank Online Business Banking i

Gate City Bank Online Business Banking i Gate City Bank Online Business Banking i Table Of Contents Table of Contents Online Business Banking... 5 Online Business Banking Overview... 5 Features and Services... 5 FREE* Online Business Banking...

More information

Bill Pay Users Guide

Bill Pay Users Guide Bill Pay Users Guide ~ Online Bill Pay ~ Online Banking Bill Pay is an optional service. Consumer clients may activate Bill Pay from the Bill Pay tab in Online Banking. If the Bill Pay tab or menu is not

More information

Basic ebusiness Banking User Guide

Basic ebusiness Banking User Guide Basic ebusiness Banking User Guide 1 Welcome: Welcome to Chemical Bank s ebusiness Banking system. With ebusiness Banking, you can access your accounts 24-hours a day, seven days a week; anywhere an Internet

More information

Business Mobile Banking

Business Mobile Banking Business Mobile Banking Union Bank & Trust Business Mobile Application User Guide Contents Overview... 2 Security... 2 Requirements... 3 Downloading the App... 3 Logging In... 4 One-time Passcode Entry...

More information

ESL Business Internet Banking ONLINE GUIDE. Revised 05/15

ESL Business Internet Banking ONLINE GUIDE. Revised 05/15 ESL Business Internet Banking ONLINE GUIDE Revised 05/15 Offering convenience and ease is part of being a better business partner. WELCOME TO ESL BUSINESS INTERNET BANKING. Throughout this guide, we will

More information

A Quick and Easy Guide to PERSONAL ONLINE BANKING

A Quick and Easy Guide to PERSONAL ONLINE BANKING A Quick and Easy Guide to PERSONAL ONLINE BANKING WELCOME Whether you re at home, at work or on the road, BancFirst is available 4 hours a day, 7 days a week with Personal Online Banking. These services

More information

GRS Advantage Website User Reference Guide

GRS Advantage Website User Reference Guide GRS Advantage Website User Reference Guide This document describes how to use the GRS Advantage Website. Table of Contents GRS Advantage Website... 2 Accessing the Website... 2 Requesting Access to the

More information

Contents. Park Sterling Bank 2

Contents. Park Sterling Bank 2 Contents View Accounts... 4 Account Summary... 4 Details and Transactions... 5 Download Transactions... 6 Download Types... 7 Transfer Funds... 8 Making a Loan Payment... 9 Pending Transfers and History...

More information

A Quick and Easy Guide to Consumer Online Banking and Bill Pay

A Quick and Easy Guide to Consumer Online Banking and Bill Pay upbnk.com Have a question? Contact us at 800.905.775. A Quick and Easy Guide to Consumer Online Banking and Bill Pay Welcome Published by Murphy & Company, Inc. 60 Barrett Office Drive Suite 06 St. Louis,

More information

Select a topic below to be automatically directed to that section:

Select a topic below to be automatically directed to that section: Select a topic below to be automatically directed to that section: Account Transfers Address Change Bill Payment Check Orders Contact Information Cutoff Times Email address changes Enrolling in Online

More information

www.cathaybank.com Cathay Business Online Banking Quick Guide

www.cathaybank.com Cathay Business Online Banking Quick Guide www.cathaybank.com Cathay Business Online Banking Quick Guide Effective 06/2016 Disclaimer: The information and materials in these pages, including text, graphics, links, or other items are provided as

More information

Published by Murphy & Company, Inc. 13610 Barrett Office Drive Suite 206 St. Louis, MO 63021 www.mcompany.com

Published by Murphy & Company, Inc. 13610 Barrett Office Drive Suite 206 St. Louis, MO 63021 www.mcompany.com Published by Murphy & Company, Inc. 13610 Barrett Office Drive Suite 206 St. Louis, MO 63021 www.mcompany.com 2009-2013 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Internet Explorer

More information

Q2EBANKING IS OUR ONLINE BANKING PROVIDER AND HAS PREPARED THIS Q2ONLINE USER GUIDE TO HELP YOU GET THE MOST OUT OF OUR ONLINE BANKING SERVICES.

Q2EBANKING IS OUR ONLINE BANKING PROVIDER AND HAS PREPARED THIS Q2ONLINE USER GUIDE TO HELP YOU GET THE MOST OUT OF OUR ONLINE BANKING SERVICES. PERSONAL ONLINE BANKING USER GUIDE Q2EBANKING IS OUR ONLINE BANKING PROVIDER AND HAS PREPARED THIS Q2ONLINE USER GUIDE TO HELP YOU GET THE MOST OUT OF OUR ONLINE BANKING SERVICES. If you have any questions

More information

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank. Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated October 2013 - TreasuryPro 3.8 Contents Welcome...

More information

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide First Security Bank Retail User Guide Rev: 09/23/2015 UUX Support Overview About the Unified User Experience (UUX) Hardware and software requirements Exploring the Accounts page Accounts The Menu The Sidebar

More information

Premium ebusiness Banking User Guide

Premium ebusiness Banking User Guide Premium ebusiness Banking User Guide Welcome: Welcome to Chemical Bank s ebusiness Banking system. With ebusiness Banking, you can access your accounts 24-hours a day, seven days a week; anywhere an Internet

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

A Quick Reference Guide to Online Banking & Bill Payment

A Quick Reference Guide to Online Banking & Bill Payment A Quick Reference Guide to Online Banking & Bill Payment Bringing new features, enhanced security and expanded functionality to your Enterprise Bank & Trust Online Banking experience. www.enterprisebank.com

More information

Check Writer Program

Check Writer Program Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter

More information

Online Banking. Personal User Guide

Online Banking. Personal User Guide Online Banking Personal User Guide TABLE OF CONTENTS INTRODUCTION 3 LOGIN 3 ACCOUNT ACCESS 5 VIEW TRANSACTIONS 5 TRANSACTION DOWNLOAD 6 STATEMENTS 7 STOP PAYMENTS 8 TRANSFERS 9 POWERPAY (online bill pay)

More information

A Quick and Easy Guide to Business Online Banking. By Paul A. Murphy

A Quick and Easy Guide to Business Online Banking. By Paul A. Murphy A Quick and Easy Guide to Business Online Banking By Paul A. Murphy A Quick and Easy Guide to Business Online Banking Welcome Welcome! Whether you re at home, at work or on the road, we are here for you

More information

Cathay Business Online Banking

Cathay Business Online Banking Cathay Business Online Banking A QUICK GUIDE TO CATHAY BUSINESS ONLINE BANKING R6119 CATHAY 8_5x11 Cover V2.indd 1 6/11/13 5:50 PM Welcome Welcome to Cathay Business Online Banking (formerly known as Cathay

More information

15R1 Enterprise Email Integration and Functionality

15R1 Enterprise Email Integration and Functionality Help Documents 15R1 Enterprise Email Integration and Functionality The integration of email within Enterprise allows Enterprise users to mirror their Microsoft Outlook. or other SMTP or IMAP email, including

More information

ONLINE PAYMENT SYSTEM (ebilling) HELP GUIDE

ONLINE PAYMENT SYSTEM (ebilling) HELP GUIDE ONLINE PAYMENT SYSTEM (ebilling) HELP GUIDE A CONVENIENT WAY TO PAY YOUR MONTHLY PREMIUM Get Started with ebilling... 1 Set Your ebilling Preferences... 1 Using the Payment Center...2 Make a Payment...2

More information

Web Business Banking. Getting Started Guide: Payments and Transfers Version 8.05.22

Web Business Banking. Getting Started Guide: Payments and Transfers Version 8.05.22 Web Business Banking Getting Started Guide: Payments and Transfers Version 8.05.22 Contents Contents...2 Introduction...3 Need Help?... 3 System Requirements... 4 Supported Browsers...4 Supported Operating

More information

Welcome to Charter One Online

Welcome to Charter One Online Welcome to Charter One Online The online banking services of First National Bank, GreatBank and GreatBank Chicago will be changed over to Charter One Online as of Monday, April 30, 2007. As a result of

More information

Online Banking Quick Reference Guide

Online Banking Quick Reference Guide 1 Page 2 Set Up and Access to Online Banking 2 How do I set up Online Banking? 2 How do I sign in to Online Banking? Online Banking Quick Reference Guide 3 Security 3 How do I change User ID? 3 What should

More information

Guide to BMO Harris Online Banking SM

Guide to BMO Harris Online Banking SM L O G G I N G I N Guide to BMO Harris Online Banking SM T A B L E O F C O N T E N T S Security & Bill Payment...4 Getting Started...5 Forgotten Password & User ID...6 BMO HARRIS ONLINE BANKING OVERVIEW...7

More information

Business Online Banking

Business Online Banking Business Online Banking User Guide Rev. 01/11 Table of Contents Logging In... 1 Viewing the Online Banking Agreement... 3 Changing Your Company Password... 4 Cash User Login Screen... 5 Changing Your Cash

More information

SHOWING YOU THE WAY TO ONLINE BANKING AT CENTRAL BANK

SHOWING YOU THE WAY TO ONLINE BANKING AT CENTRAL BANK SHOWING YOU THE WAY TO ONLINE BANKING AT CENTRAL BANK INTERNET BANKING QUICK START GUIDE: Overview Welcome to CentralNET, the online banking services of Central Bank. Our family of Central Bancshares,

More information

Online Banking & Bill Pay. Quick Start Guide. Step-by-step instructions PLUS easy-to-read screen shots and helpful tips.

Online Banking & Bill Pay. Quick Start Guide. Step-by-step instructions PLUS easy-to-read screen shots and helpful tips. Online Banking & Bill Pay Quick Start Guide Step-by-step instructions PLUS easy-to-read screen shots and helpful tips. Welcome -- Online System Security Welcome to Online Banking and Bill Pay! Whether

More information

BUSINESS NETTELLER ONLINE BANKING USER GUIDE

BUSINESS NETTELLER ONLINE BANKING USER GUIDE BUSINESS NETTELLER ONLINE BANKING USER GUIDE Revised 6.5.2013 TABLE OF CONTENTS Login Process...1 Cash Management User Login...2 Cash Management User Single Sign-on...3 Multi-Factor Authentication...4

More information

Apple Bank Online Banking Guide

Apple Bank Online Banking Guide Apple Bank Online Banking Guide 24/7 Banking Financial Management Funds Transfer Bill Payment Convenient, Easy to Use Secure Table of Contents Online Banking Overview - Convenient, Easy, Secure 1 Registration

More information

Online Banking User Guide

Online Banking User Guide Online Banking User Guide Page 1 of 14 Set Up and Access to Online Banking How do I set up Online Banking? To enroll in Online Banking, complete the following: 1. Go to https://www.cobnks.com. 2. Under

More information

BbOne Central Merchant Manual

BbOne Central Merchant Manual BbOne Central Merchant Manual BbOne Central is a one-stop source of transaction data SM for BbOne merchants and universities. This web-accessed database allows you to monitor your university card program

More information

Macquarie online banking guide. Macquarie Cash Management Account

Macquarie online banking guide. Macquarie Cash Management Account Macquarie online banking guide Macquarie Cash Management Account Contents Welcome Accessing online banking for the first time Home 3 Managing your profile 4 Managing your accounts 5 Transaction history

More information

Catch the Hometown Spirit

Catch the Hometown Spirit Catch the Hometown Spirit A quick and easy guide to Business Online Banking By Paul A. Murphy, Author of Online Banking for Dummies Published by Murphy & Company, Inc. 60 Barrett Office Dr. St. Louis,

More information

What s Inside. Welcome to Busey ebank

What s Inside. Welcome to Busey ebank What s Inside Security............................ Getting Started...................... 5 Account Access...................... 6 Account Detail...................... 7 Transfer Funds......................

More information

Business Online Banking Quick Users Guide

Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Table of Contents Overview 2 First Time Login 2 Security 4 Contact Points 4 Registering your Browser / Computer 5 Adding,

More information

GUIDE GET ONLINE. Everything You Need to Access Your Account Online. SECTION ONE: Getting Started

GUIDE GET ONLINE. Everything You Need to Access Your Account Online. SECTION ONE: Getting Started GET ONLINE GUIDE Everything You Need to Access Your Account Online SECTION ONE: Getting Started As a new Online Banking user, you ll need two numbers to set up your account for online access your Membership

More information

Contact Manager HELP GUIDE

Contact Manager HELP GUIDE Contact Manager HELP GUIDE Monday Friday 8 am 7:30 pm, Saturday 9 am 5 pm, Sunday 9 am 1 pm Revised: June 3, 2014 Table of Contents Managing Contacts... 4 Create A New Contact... 4 Contact Name(s)... 4

More information

Mitigation Planning Portal MPP Reporting System

Mitigation Planning Portal MPP Reporting System Mitigation Planning Portal MPP Reporting System Updated: 7/13/2015 Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button. Within the system, you can

More information

Electronic Banking Cash Manager User Guide

Electronic Banking Cash Manager User Guide Electronic Banking Cash Manager User Guide Table of Contents Logging In... 1 Changing Your Password... 2 Cash User Login Screen... 3 Cash Management User Single Sign On... 4 Navigation... 5 Account Listing

More information

Global Banking and Bill Pay

Global Banking and Bill Pay Global Banking and Bill Pay Quick Start User Guide 468 Industrial Way West Eatontown, NJ 07724 www.fafcu.com 2 Logging in Logging in to Global Banking is as easy as one, two, three. Just launch your web

More information

Mobile Banking web user guide

Mobile Banking web user guide Mobile Banking web user guide psbt.com 888.868.3858 Table of Contents Mobile Banking Web User Guide Enrolling through Mobile Device... pg 3 4 login Screen... pg 5 Locations...pg 6 iphone & Android App

More information

Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859

Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859 Peoples Bank Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859 Revised 08/2012 Table of Contents About Business Manager... 4 Overview... 4 Access Business Manager...

More information

Chase QuickPay SM FAQs

Chase QuickPay SM FAQs Chase QuickPay SM FAQs Using QuickPay How does Chase QuickPay work? 1. You set up a payment 2. Your recipient receives a message 3. Your recipient signs up (if new to Chase QuickPay) 4. Your recipient

More information

Internet Banking Basics. Online Banking Basics. Welcome

Internet Banking Basics. Online Banking Basics. Welcome Online Banking Basics Welcome Internet Banking Basics Welcome to online banking, Please take a moment to acquaint yourself with this online help system. General topics are presented below as jump links

More information

Managers ADP etime Training Manual. August 2014

Managers ADP etime Training Manual. August 2014 Managers ADP etime Training Manual August 2014 Table of Contents Introduction Page 3 How to Log Into etime Page 4 Approving Exception Time Requests Page 6 How to Review Timecards Page 7 How to Edit Timecard

More information

Accessing The Doctors Clinic Physician Connect

Accessing The Doctors Clinic Physician Connect Accessing The Doctors Clinic Physician Connect The Doctors Clinic s commitment to excellence in patient care presents healthcare providers in our community access to electronic health records. Here s how:

More information

Outlook 2013 ~ Advanced

Outlook 2013 ~ Advanced Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select

More information

Business Online ACH User Guide

Business Online ACH User Guide Table of Contents ACH Definitions... 2 Managing Payees... 5 Importing an ACH File... 7 Editing a Payee s Details... 9 Sending a Prenote... 10 Deleting a Payee... 11 Submitting the ACH File... 12 Viewing

More information

5.7. Quick Guide to Fusion Pro Schedule

5.7. Quick Guide to Fusion Pro Schedule 5.7 Quick Guide to Fusion Pro Schedule Quick Guide to Fusion Pro Schedule Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method

More information

Business Online Banking & Bill Pay Guide to Getting Started

Business Online Banking & Bill Pay Guide to Getting Started Business Online Banking & Bill Pay Guide to Getting Started What s Inside Contents Security at Vectra Bank... 4 Getting Started Online... 5 Welcome to Vectra Bank Business Online Banking. Whether you re

More information

WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE

WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE Online Banking WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE Overview WIRE TRANSFERS (also referred to as Wire Transfer Payments) is an instrument for Consumer and Small Business customers to initiate,

More information

HOW TO GUIDE BILL PAY

HOW TO GUIDE BILL PAY WTB Online features a new Bill Pay system to make paying bills online as easy as possible. With just a few clicks, you can pay all your bills. With Bill Pay, you can: Pay all your monthly bills from one

More information

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide Guarantee Trust Life Insurance Company Agent Portal www.gtlic.com Agent Portal Guide Rev. 3/2014 Table of Contents Log in to Agent Portal... 3 Obtain Quote... 4 Print Quote... 5 Save and Retrieve Quote...

More information

First Financial Bank Online Banking User Guide

First Financial Bank Online Banking User Guide First Financial Bank Online Banking User Guide Table of Contents INTRODUCTION...5 ACCESSING ONLINE BANKING...5 Enrolling in Online Banking...5 Logging In... 11 GETTING AROUND... 13 Home Page... 13 Home

More information

OWA - Outlook Web App

OWA - Outlook Web App OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...

More information

A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account

A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account Contents Welcome 3 Getting Started 4 Logging in for the First Time 4 Forget your Username or Password? 4 Home Page 5 Make

More information

Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users

Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users Beginner s Guide to AIA Contract Documents Online Service for Single-Seat Users Table of Contents Getting Started - Introducing ACD5- AIA Contract Documents New Online Service System Requirements Transitioning

More information

Online Bill Pay User Manual

Online Bill Pay User Manual \ Online Bill Pay User Manual Updated: November 14, 2014 Page 1 Table of Contents I. Welcome to Online Bill Pay... 3 II. New User Registration... 4 III. Login for Registered Users... 7 IV. Home Page Functionality...

More information

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE Strong. Stable. Local. Personal. 10/12 Install, Sign On and View Account Balances 1. Visit the iphone App Store on your iphone and search for 1st Source

More information

A Quick and Easy Guide to Online Bill Pay

A Quick and Easy Guide to Online Bill Pay A Quick and Easy Guide to Online Bill Pay 2 What s Inside Welcome to Bill Pay...3 Security...4 Payment Guarantee...5 Payees...6 Add a Payee Option A...7 Add a Payee Option B...8 Make a Single Payment...9

More information

2. ACH Receipts for single ACH receipts or collections from a single recipient.

2. ACH Receipts for single ACH receipts or collections from a single recipient. PAYMENTS March 2016 DFCU OnLine offers six different ACH Payment types: 1. ACH Payment for single ACH payments to a single recipient. 2. ACH Receipts for single ACH receipts or collections from a single

More information

Bank OnLine Commercial Administrator User s Guide

Bank OnLine Commercial Administrator User s Guide Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:

More information

Fidelity BillPay Help. Fidelity Investments December 9, 2014

Fidelity BillPay Help. Fidelity Investments December 9, 2014 Fidelity BillPay Help Fidelity Investments December 9, 2014 - 2 - Getting Started With Fidelity BillPay Welcome to Fidelity BillPay! You can use Fidelity BillPay to set up and pay your bills, quickly,

More information

CORE K-Nect Web Portal

CORE K-Nect Web Portal CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile

More information

Online Banking Overview

Online Banking Overview Personal Online Banking Guide Online Banking Overview Online Banking provides a safe, fast and easy way to manage your finances on your terms. You can take care of all your banking needs from home, work

More information

Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking

Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking Redstone Federal Credit Union Answers to Frequently Asked Questions Online Banking Getting Started How do I sign-up for online banking? Visit our website homepage (www.redfcu.org) and click the Sign up

More information

Bill Pay Terms and Features IMPORTANT

Bill Pay Terms and Features IMPORTANT Bill Pay online is a way to schedule and send payments via First Republic Corporate Online. How it works Schedule one-time or recurring payments, set payment frequency, build payee lists, setup Bill Pay

More information

INTERCALL ONLINE Administrator Invoices User Guide

INTERCALL ONLINE Administrator Invoices User Guide INTERCALL ONLINE Administrator Invoices User Guide Access your invoices online, set up new billing accounts and view or edit existing billing accounts. With InterCall Online, also monitor and analyze your

More information

User Guide ACH and Wire Transfer

User Guide ACH and Wire Transfer ONLINE CASH MANAGEMENT User Guide ACH and Wire Transfer Put the power to manage your business accounts where it should be... in your hands. TABLE OF CONTENTS Log In Process... 1 Company Login... 1 Cash

More information

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings

More information

personal banking Quick User Guide

personal banking Quick User Guide personal banking Quick User Guide online banking User Guide accessing online banking Log in to the Bank s web site at www.bankaf.com. Follow the steps to access Online Banking. Enter your ID/Username in

More information