Our New Look 1 Required Setup 3 New Features 6 User Overview 8
|
|
- Junior Dennis
- 7 years ago
- Views:
Transcription
1
2 Butterfield was the first bank in Bermuda to introduce online banking services in Over the past decade, we ve continued to improve the online banking tools available to you through Butterfield Direct, adding features and enhancing security. Later this year, we ll be launching Butterfield Online the next generation of online banking from Butterfield as a replacement for Butterfield Direct. Butterfield Online is packed with powerful and convenient features. To help you familiarise yourself with the features and navigation of Butterfield Online, we ve developed comprehensive online tours and how to videos, available at Enclosed, for your reference, are hard copies of those tours and videos. We encourage you to review this document and the online reference materials at your convenience. If you have questions, please contact your relationship manager, drop by a Butterfield Banking Centre, or call us on (441) TABLE OF CONTENTS Butterfield Online: Tours Our New Look 1 Required Setup 3 New Features 6 User Overview 8 Butterfield Online: How To View Accounts 13 Bill Payments 17 Beneficiaries and Templates 21 Transfers 27 Wire Transfers 35 My Services 40 Password and Security Question Updating 45
3 Butterfield Online - Tours: Our New Look To better serve you, we ve upgraded our internet banking system, now called Butterfield Online. This upgrade includes: - a new look that is designed to enhance your online banking experience - and a clean and improved layout for better navigation Page 1 of 46
4 Butterfield Online - Tours: Our New Look (continued) New features have also been added to enhance your real-time experience, such as the ability to sort account details and process multiple transfers at once, thus providing you with additional tools to meet your electronic banking needs. See New Features in the tour section. To use Butterfield Online, you will be required to complete a one-time set-up. See Required Setup in the tour section. Page 2 of 46
5 Butterfield Online - Tours: Required Setup Butterfield s online banking service has been upgraded! You are required to complete a few easy steps to setup your account. Please see the Butterfield Assistant window to the left for tips and help information. Step 1: Enter your user ID that you normally use to access Butterfield Direct and click Continue. Page 3 of 46
6 Butterfield Online - Tours: Required Setup (continued) Step 2: Enter your password (and for RSA security token users, your digital token code) as you normally would to use Butterfield Direct and click Continue. Step 3: As part of the new Butterfield Online system, you re required to set a new password. Your new password must contain at least one number and at least one capital letter and be a minimum of 8 characters in length. Select a password you will remember. Page 4 of 46
7 Butterfield Online - Tours: Required Setup (continued) Enter your new password, re-type the password and click Continue. Step 4: For non-token users, as part of the new Butterfield Online enhanced security feature, you re now required to pick and answer 5 security questions. You must select 5 different questions, don t worry if you make a mistake, you ll be prompted to correct your selection if you do. Please select and answer five questions and click Submit. Congratulations! Your setup is complete. You are now logged into the new Butterfield Online. Page 5 of 46
8 Butterfield Online - Tours: New Features Butterfield Online has a host of new features to ensure your real-time, online banking experience is convenient and useful. Sign in and see all of your accounts on one screen, from chequing, savings, term deposits and investments to mutual funds and loans. Any new accounts opened will automatically be added to your profile. Sort account details, Page 6 of 46
9 Butterfield Online - Tours: New Features (continued) request a cheque stop payment or process multiple transfers at once. For your convenience, you can also view 6 months of account history. These are just a few of the enhancements to the new Butterfield Online! Page 7 of 46
10 Butterfield Online - Tours: User Overview Upon login you will start at My Services - Bulletins, where notices from Butterfield are displayed. You can view and send messages to Butterfield and set preferences here. The Dashboard displays transaction history by status or currency. Page 8 of 46
11 Butterfield Online - Tours: User Overview (continued) In Accounts you can view all your account balances from chequing, savings, investments and mutual funds. View account details and activity. The Account History option displays account transactions from the old Butterfield Direct online banking system. From Bill Payments, you can register a payee and pay bills. From Credit Cards you can view current activity and statements. The Beneficiaries menu option is a time saving feature. Here you create beneficiary accounts and set up templates once. This is very useful for recurring transactions, such as monthly payments. These templates can be shared amongst various types of transaction requests, including wires, internal transfers, transfers to other local banks and standing instructions. Page 9 of 46
12 Butterfield Online - Tours: User Overview (continued) From Transfers you can transfer funds between your Butterfield accounts, to another Butterfield account holder or to another bank in Bermuda. You may also transfer to multiple accounts at once. Wire Transfer lets you send funds internationally. Pending Transfer and Payments, displays any pending transfer and payments. Standing Instruction lets you view or cancel any standing instructions you may have set up. Page 10 of 46
13 Butterfield Online - Tours: User Overview (continued) From Bank Drafts you can order a bank draft and indicate the date and the location of the Banking Centre you d like to collect it from. From Fixed Deposits, you can view all your fixed deposits and check on any activity. From Cheques, you can request cheque books, request stop payments or check the status of a single cheque or a range of cheques. Customer Requests allow you to submit and check the status of a request with Butterfield. Page 11 of 46
14 Butterfield Online - Tours: User Overview (continued) That completes the basic overview for Butterfield Online. Please see the How To section to learn more. Page 12 of 46
15 Butterfield Online - How To: View Accounts Upon selecting the Accounts tab you will see options to view your accounts by: Account Summary, Account Details, Account Activity, and Legacy Account History. The Account Summary screen gives you a complete overview of your Butterfield accounts. Here you can view every account you have at Butterfield from chequing, savings, term deposits, mutual funds and loans, all on the same screen. Account balances are shown in the currency of the account. With Butterfield Online, you can view accounts in Canadian, Bermuda and US dollars, as well as Pounds Sterling. Page 13 of 46
16 Butterfield Online - How To: View Accounts (continued) To view balances for your accounts in a particular currency, select the View equivalent balance in currency tab, choose a desired currency and click Go. The equivalent balances are shown under the BMD Equivalent column. Account Details gives you a complete overview of a particular account. Here you can view current balances, Page 14 of 46
17 Butterfield Online - How To: View Accounts (continued) deposited cheques waiting to be cleared and your overdraft limit. To view the transactions for the account select Account Activity. Account Activity gives you the ability to view the transactions for a particular account. You have the ability to search by date and transaction type and sort the results by date and order. You can also specify a dollar range. You may also download the results in an Excel or pdf format. Not all of your information will be transferred to the new online system. Therefore, you may view past transactions from the previous online system, by selecting Legacy Account History. Here you will be able to view up to 6 months of old transactions. Page 15 of 46
18 Butterfield Online - How To: View Accounts (continued) Select an account, and search by a date period, transaction type and an amount. Page 16 of 46
19 Butterfield Online - How To: Bill Payments The Bill Payments section allows you to pay local companies that have direct bill pay with Butterfield. In order to pay a bill for the first time, you must register the payee (meaning the recipient who is being paid). This only needs to be completed once. Let s register a payee, click Register Payee. Select Add New Payee. Page 17 of 46
20 Butterfield Online - How To: Bill Payments (continued) Select Customer which refers to your account. Select a payee from the drop down list you would like to register to your account. For this example, let s register Bermuda Gas & Utility Company. A reference is required. Be sure to use the account number assigned to you by the payee and double-check to ensure it is correct Click Submit Verify the information. Make changes or confirm the information Page 18 of 46
21 Butterfield Online - How To: Bill Payments (continued) The payee has been registered. Let s pay a bill. In this example we are paying Bermuda Gas & Utility Company. Click Pay Bill. Step 1: You can pay now or at a later date. Let s pay now. If you pay at a later date you can view the payment in the Pending Transfers and Payments section. Step 2: Select Customer which refers to your account. Select a payee. This example will be Bermuda Gas & Utility Company. Select an account to pay from. Enter payment amount. Select currency. It is a good idea to enter memo details, as this will help you keep track of your transactions. Click Submit. Page 19 of 46
22 Butterfield Online - How To: Bill Payments (continued) Verify the information. Make changes or confirm the information. The payment has been sent. You may print the confirmation page for your records. Page 20 of 46
23 Butterfield Online - How To: Beneficiaries and Templates Pre-set beneficiaries and templates are helpful for recurring transactions. This feature will save you time when funds have to be sent to the beneficiary. To set up a beneficiary click Beneficiaries on the menu along the left-hand side of your screen. Click Add New in the Beneficiary Maintenance screen. Enter Beneficiary name and their address (optional). In this example we will use Joe the Handyman. Select the user that the beneficiary will be used by, and click Submit. Page 21 of 46
24 Butterfield Online - How To: Beneficiaries and Templates (continued) Review the information and click Confirm or Change. This will take you to a Status Message stating the new beneficiary was created successfully. You may add a template now or at a later time. Let s add a template now. Lets say the beneficiary, Joe the Handyman, cuts your lawn every month and he wants payment made to another bank located in Bermuda. Enter a template name, in this case Lawn Service. Select Transaction Type Domestic Fund Transfer (see Transfers and Wire Transfer in the How To section for more details). Page 22 of 46
25 Butterfield Online - How To: Beneficiaries and Templates (continued) Enter the beneficiary s address and payment details. Note: You will need to know the beneficiary s account number and bank name. Click Add when complete. Review and confirm or change the information. When all is correct, select Confirm. Page 23 of 46
26 Butterfield Online - How To: Beneficiaries and Templates (continued) This will take you to a Status Message stating the new template was created successfully. Here s a tip: You may add different templates to a beneficiary account, for example, creating a Internal Transfer template to pay Joe in his Butterfield account for other services such as painting, or set up a template to pay at a different time. Let s transfer funds to a beneficiary. In this example we will use Joe the Handyman for lawn service, previously set up (see Beneficiaries in the How To section). Click on Transfers and select Domestic Funds Transfer, as Joe s lawn service template was set as paying another local bank. Note: Beneficiaries can have multiple templates. You just have to select the most appropriate type for your transaction. Select Transfer to Existing Beneficiary. Select the beneficiary and payment template, which in this example is Joe the Handyman and Lawn Service. As you can see the information automatically fills the page from the existing beneficiary and template. You can modify all the information here and select a payment schedule. Page 24 of 46
27 Butterfield Online - How To: Beneficiaries and Templates (continued) Let s say you have taken a one-year contract with Joe, in which you have to pay the first day of each month for the lawn service and elect to pay him automatically. Select Standing Instruction. Select the Transfer Frequency. In this case Monthly, first transfer date and last transfer date respectfully. Click Submit. Page 25 of 46
28 Butterfield Online - How To: Beneficiaries and Templates (continued) Change or Confirm the information. Upon selecting Confirm, the standing instruction will be initiated with Butterfield. You may print the confirmation page for your records. You have now completed the process on how to pay an existing beneficiary and set up a standing instruction. You can view or modify your standing instructions in the Standing Instructions section. Page 26 of 46
29 Butterfield Online - How To: Transfers The Transfers section refers to sending funds locally within Bermuda. Under Transfers you have the following options: Own Account Transfer refers to transferring funds between your Butterfield accounts. Internal Transfer refers to transferring funds to another Butterfield account holder. Page 27 of 46
30 Butterfield Online - How To: Transfers (continued) Domestic Funds Transfer refers to sending funds to another local bank in Bermuda. Multiple Accounts Transfer allows funds to be transferred to multiple Butterfield or other local bank accounts at once from one or multiple accounts. To transfer to another of your Butterfield accounts select Own Account Transfer. To transfer to another Butterfield holder select Internal Transfer. Step 1: Select a beneficiary and the payment template or new payment. Page 28 of 46
31 Butterfield Online - How To: Transfers (continued) Step 2: Select when to pay, let s pay later, and pick a future date. Step 3: Select an account where funds will be taken from. Enter an amount either in the From Amount or To Amount fields. Select an account to pay to. f you are making an internal transfer, you need to know the beneficiary s account number at Butterfield. A currency is also required in either the debit accounts or credit accounts currency. Enter a reference for yourself and the beneficiary. Click Submit. Change or confirm the information. Page 29 of 46
32 Butterfield Online - How To: Transfers (continued) Upon selecting Confirm the transfer will be initiated with Butterfield. You may print the confirmation page for your records. To complete a Domestic Funds Transfer, you will need to know the Beneficiary s name, address, his or her local bank s name and his or her account number with that bank. If the beneficiary has already been set up with a domestic funds transfer template, the transfer will be easy. For this exercise we will do a new payment. Step 1: Select New Payment. Page 30 of 46
33 Butterfield Online - How To: Transfers (continued) Step 2: Enter beneficiary s name and address. The address field is optional. Step 3: Select when to pay. Step 4: Select an account from which funds will be taken. Enter To Amount (the amount the beneficiary will receive), transfer currency, user and beneficiary reference. Step 5: Enter the beneficiary s account number and select his or her bank s name. Be sure to double-check the account number. Click Submit. Page 31 of 46
34 Butterfield Online - How To: Transfers (continued) Change or confirm the information. Upon selecting Confirm the transfer will be initiated with Butterfield. You may print the confirmation page for your records. You have now sent funds to another bank in Bermuda. To make a transfer from and to multiple accounts, select Multiple Accounts Transfer. Step 1: Select From Single Account or From Multiple Accounts. Page 32 of 46
35 Butterfield Online - How To: Transfers (continued) Step 2: Select when to pay. Step 3: Select an account to pay from. (Note: If you have selected From Multiple Accounts in Step 1, the From Account will appear in the table just below). Select type of transfer: Internal or Domestic. Enter Beneficiary s account number and name, transfer amount and currency. For internal funds transfer, the currency selected should be the currency of the credit account. If you are making a Domestic transfer, select the name of the bank that funds are being sent to. To add another account to pay to, click Add More and enter the details. Page 33 of 46
36 Butterfield Online - How To: Transfers (continued) A user and beneficiary reference is required. Click Save, to save the information entered as a template. In the future, select that template to complete a similar transfer. Click Submit then change or confirm the information. Upon selecting Confirm the transfer will be initiated with Butterfield. You may print the confirmation page for your records. Page 34 of 46
37 Butterfield Online - How To: Wire Transfers Before you get started you will need to know the Beneficiary s payment information such as IBAN or account number, full name, address and bank details for a wire transfer. If you ve already set up the beneficiary to receive a wire transfer in the Beneficiaries section, initiating the wire transfer will be straightforward. Let s get started. To initiate a wire transfer, select Wire Transfers. Step 1: Select beneficiary and associated template if you have already set up the beneficiary to receive wire transfers; otherwise, it will be considered a New Payment. In this example we will select New Payment. Select beneficiary s IBAN or account number and enter his or her details. Enter beneficiary name and address. In this example the wire transfer will be paying university fees. Page 35 of 46
38 Butterfield Online - How To: Wire Transfers (continued) Step 2: Select when to pay. Let s pay now. Step 3: Select the account the funds are to be drawn from, the amount and currency. Inclusive of charges option takes the banking charges from the From Amount entered. To Amount is the amount deposited into the beneficiary s account. Lets transfer $2000 US dollars to a beneficiary s account. Will use the To Amount. Step 4: In certain cases, wiring funds from Butterfield to a beneficiary s account at another bank will involve the use of an intermediary bank. This information will need to be entered into the beneficiary s banking details. For this example we will jump to step 5, as the set up process is the same. Page 36 of 46
39 Butterfield Online - How To: Wire Transfers (continued) Step 5: From the beneficiary s banking details, it will state either SWIFT or National Clearing. Lets select SWIFT. Click Search Swift Code. The Swift Code Search window appears, enter bank name and swift number. Once located select the bank. The information will appear in step 5. Page 37 of 46
40 Butterfield Online - How To: Wire Transfers (continued) Step 6: Although it is optional, it s a good idea to enter payment details, as this will help you to keep track of your transactions. Step 7: It is also a good idea to enter Sender to Receiver Information details, as this will aid the beneficiary to identify what the wire transfer is for. Click Submit. Verify the wire transfer information. Make changes or confirm the information. Page 38 of 46
41 Butterfield Online - How To: Wire Transfers (continued) The wire transfer has been initiated with Butterfield. You may print the confirmation page for your records. Here s a tip: If you scheduled to pay the wire transfer at a later date, you can view the transaction in the Pending Transfer and Payments section. Page 39 of 46
42 Butterfield Online - How To: My Services In the new Butterfield Online, your starting point after login will be the Bulletins page under the My Services tab. Here you will see important news and general information posted by Butterfield. Also, new mail messages in your Butterfield Online Inbox will be available here. Your Mailbox, allows you to compose, send and receive messages on bankingrelated issues to Butterfield. To compose message, click Compose. Page 40 of 46
43 Butterfield Online - How To: My Services (continued) Step 1: Select a category. Step 2: Select a subject. Enter comments and click Submit. If you have an external address registered with the bank, you can choose to be notified via that your message has been answered and is available to be viewed in your Butterfield Online inbox. Select Sent to view all sent messages. Page 41 of 46
44 Butterfield Online - How To: My Services (continued) To review the message, click the link. Select Inbox to view any return messages from Butterfield. To review the message, click the link. Alerts allow you to set an Account Balance Alert on your accounts. Page 42 of 46
45 Butterfield Online - How To: My Services (continued) Select the account you would like to set the alert for, click Get Alerts. Check Account Balance Alert, enter an address where the alert should be sent, then enter the amount. If your account balance drops below this amount an alert will be sent. Select Submit. Review your information and click Back to change or Confirm to finish the setup. Under Preferences, you may set nicknames for your accounts. For example: Household expenses, US Savings, etc. Page 43 of 46
46 Butterfield Online - How To: My Services (continued) Click Submit. Review your information and click Back to change or Confirm to finish the setup. Page 44 of 46
47 Butterfield Online - How To: Password & Security Question Updating At Butterfield, protecting our customers informaiton is a top priority. Token security users online access is secured through the use of a password and a digital token code. For customers who do not use security tokens, your online access is secured with the use of a password and security questions. Changing your password and/ or security questions periodically will help enhance your account security. To change your password, sign into Butterfield Online, click on the Change Password button in the upper right of the screen and follow the steps. Page 45 of 46
48 Butterfield Online - How To: Password & Security Question Updating (continued) For non-token users, you can change your security quesitons as the security question page. To change, enter your ID and Password. On the security question page, answer the question and also select Reset Security Questions. After clicking Submit, you will be directed to a page instructing you to select and answer five new security questions. Page 46 of 46
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 informationOnline 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 informationCathay 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 informationContents. 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 informationOracle FLEXCUBE Direct Banking Release 12.0.1.0.0 Retail Transfer and Payments User Manual. Part No. E52306-01
Oracle FLEXCUBE Direct Banking Release 12.0.1.0.0 Retail Transfer and Payments User Manual Part No. E52306-01 Retail Transfer and Payments User Manual Table of Contents 1. Transaction Host Integration
More informationYour Setup Guide to Consumer Online Banking What s Inside:
Your Setup Guide to Consumer Online Banking What s Inside: Enroll in Online Banking Advanced Authentication Logging In estatements ENROLL IN Online BANKING TODAY! Go to www.renasantbank.com to see how
More informationCommercial Online Banking Frequently Asked Questions Bryn Mawr Trust Company
Commercial Online Banking Frequently Asked Questions Bryn Mawr Trust Company Bryn Mawr Trust Company August 2015 Page 1 of 9 CONTENTS Contents... 2 IMPORTANT NEWS!... 3 Fees and Enrollment... 3 Q&A: Commercial
More informationYour Setup Guide to Consumer Internet Banking What s Inside:
Your Setup Guide to Consumer Internet Banking What s Inside: Enroll in Internet Banking Advanced Authentication Logging In estatements ENROLL IN INTERNET BANKING TODAY! Go to www.renasantbank.com to see
More informationOnline 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 informationUSER MANUAL FOR INTERNET BANKING (IB) SERVICE
USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries
More informationwww.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 informationOnline 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 informationFirst 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 informationBusiness 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 informationChange is good. We make it easy!
Change is good. We make it easy! 1 2 3 4 Start here You can fill out this interactive pdf and print, or print out the form and write in the info - whichever s easier for you! Open your HomeTown Account
More informationTable of Contents. Changing Your Password in Windows NT p. 1. Changing Your Password in Alpha Connection.. pp. 1-3
Table of Contents Changing Your Password in Windows NT p. 1 Changing Your Password in Alpha Connection.. pp. 1-3 Not Able to Get Outlook Express Mail Because Alpha Connection Password Expires... pp. 3-4
More informationAccount Access User Guide
Account Access User Guide Available within AgriPoint How to manage your accounts online, anytime, anywhere. Rev. 10/12/2015 This guide is designed to familiarize you with the features and options available
More informationBusiness 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 informationPaymentNet Federal Card Solutions Cardholder FAQs
PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How
More informationpeoplesbancorp.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 informationBUSINESS ONLINE BANKING CASH MANAGEMENT USER GUIDE
BUSINESS ONLINE BANKING CASH MANAGEMENT USER GUIDE TABLE OF CONTENTS LogIn Process...1 Company Login... 1 Cash User Login... 3 Cash Management User Single Sign On... 4 Navigation...5 Account Listing Page...6
More informationMane-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 informationCreating Domestic Wire Transfer Payments Reference Guide
Creating Domestic Wire Transfer Payments Reference Guide Table of Contents Creating and Working with Domestic Wire Transfers 3 Overview 3 Creating a Freeform Payment or Template 3 Use Existing Payments
More informationCreating International Wire Transfer Payments Reference Guide
Creating International Wire Transfer Payments Reference Guide Table of Contents Creating and Working with International Wire Transfers 3 Overview 3 Creating a Freeform Payment or Template 3 Needs Rate
More informationTable 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 informationWeb 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 informationContents. 4 Welcome to ATBOnline Business. 5 How to Use This Guide
Contents 4 Welcome to ATBOnline Business 5 How to Use This Guide 6 Roles and Entitlements in ATBOnline Business 6 Administrator Role 6 User Roles 6 Transaction Limits 7 User Procedures 7 Accessing ATBOnline
More informationOnline 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 informationDeutsche Bank Global Transaction Banking. Internet Bankieren. Entering Payments and Collections. www.deutschebank.nl
Deutsche Bank Global Transaction Banking Internet Bankieren Entering Payments and Collections www.deutschebank.nl Internet Bankieren Entering Payments and Collections 2 Entering payments and collections
More informationREGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager...
Revised March 2014 REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager... 6 Adding a Delegate... 7 Editing a Delegate...
More informationA guide to Internet Banking
A guide to Internet Banking 1 www.beyondbank.com.au Contents Getting Started Register for Internet Banking 3 Log in to Internet Banking 4 Using Internet Banking for the First Time 5 Setting up your Internet
More informationAmplify. Online Banking User Guide. Your guide to online banking at your Credit Union.
Amplify Online Banking User Guide Visit goamplify.com for an online tutorial and detailed Frequently Asked Questions (FAQ) page. Or call 512.836.5901 Your guide to online banking at your Credit Union.
More informationApple 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 informationUpdated 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 informationFOR BUSINESSES Apple Bank Member FDIC
Welcome and Summary Welcome to Business Online Banking! Our comprehensive suite of services makes your accounts available 24/7 and gives you the tools you need to beher manage your finances and your business.
More informationBasic 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 informationCash Management. Getting Started Guide
Cash Management Getting Started Guide Table of Contents Accessing Cash Management Online... 3 Multifactor Authentication... 3 Navigation... 5 Administration... 5 Manage Users... 6 User Activity Reports...
More informationClient s Guide to Enhanced Banking Services
Client s Guide to Enhanced Banking Services FCB IS UPGRADING OUR TECHNOLOGY SYSTEMS TO PROVIDE OUR CLIENTS WITH A BETTER BANKING EXPERIENCE. UPGRADES WILL TAKE PLACE THE WEEKEND OF OCTOBER 11-14. THIS
More informationESL 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 informationPersonal Online Banking & Bill Pay. Guide to Getting Started
Personal 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 Online Banking. Whether you re at home,
More informationwire transfer user guide
business gateway Wealth Management wire transfer user guide TABLE OF CONTENTS User Administration... 2 Routing Numbers... 2 Wire Templates... 3 Wire Template Approval... 4 Wire Template Groups... 5 Wire
More informationOnline Check Stub Enrollment. from Dominion Payroll Services
Online Check Stub Enrollment from Dominion Payroll Services How to Create an Account In order to access the Employee Self-Service portal, you will need to go through a one-time process that allows you
More informationOnline Banking Business Payments Guide
Online Banking Business Payments Guide Version 6.3 3/2015 The Bank that Service Built Member FDIC Table of Contents Benefits, Terms and Definitions... 4 Administration... 5 Adding A New Business User...
More informationCONSUMER PORTAL QUICKSTART GUIDE: HSA
CONSUMER PORTAL QUICKSTART GUIDE: HSA Welcome to your Benefit Strategies Consumer Portal. This one-stop portal gives you 24/7 access to view information and manage your Health Savings Account. Our one-stop
More informationINTERNET BANKING SERVICES
INTERNET BANKING SERVICES Welcome to our round the clock, friendly Internet Banking Services. The Bank is now accessible to you from your home, office or while on the move. A mere touch of a button on
More informationNetteller: Online Banking User Guide
Netteller: Online Banking User Guide Welcome to Manhattan Bank s Online Banking System Netteller. Netteller is a safe, secure and reliable way to access your account any time and anywhere you choose. Now,
More informationOnline Scheduling Instructions
Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out
More informationSHOWING 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 informationA 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 informationSouth Side Bank s Bill Pay User Guide
South Side Bank s Bill Pay User Guide Welcome to South Side Bank s Bill Pay Service. The monthly cost for South Side Bank s Bill Pay Service is $6.95. This fee, however, is waived as long as at least one
More informationU.S. Bank Secure Mail
U.S. Bank Secure Mail @ Table of Contents Getting Started 3 Logging into Secure Mail 5 Opening Your Messages 7 Replying to a Message 8 Composing a New Message 8 1750-All Introduction: The use of email
More informationHow do I contact someone if my question is not answered in this FAQ?
Help Where may I find the answers to my Internet Banking questions? How do I contact someone if my question is not answered in this FAQ? Enrolling How do I enroll in Internet Banking? Logging In How do
More informationOnline Banking Guide. Your guide to safely. and securely managing. your accounts online.
Online Banking Guide Your guide to safely and securely managing your accounts online. Table of contents LOGGING INTO ONLINE BANKING... Page 2 YOUR PASSWORD... Page 3 SETTING UP YOUR SECURITY IMAGE, PHRASE
More informationBank 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 informationComplete Citibank Online Internet Banking Manual
Complete Citibank Online Internet Banking Manual 2 Contents 1. INTRODUCTION... 5 2. STARTING AT CITIBANK ONLINE... 5 2.1. REGISTER FOR THE FIRST TIME... 5 2.2. EASY SIGN ON... 6 2.2.1. ACCESS BLOCKING,
More informationCoreFirst 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 informationWires. z Go to https://www.bellbanks.com z From the Secure login to drop-down, select Business Online Banking z Enter Username and Password
Wires This tab allows you to perform all the necessary functions to create and submit domestic and international wires online. For companies utilizing the online wire function, all business online banking
More informationHow To Create An Overseas Telegraphic Transfer
VELOCITY@OCBC 2.0 BUSINESS INTERNET BANKING USER GUIDE 1 of 131 1 Contents 1. Log in to Velocity@ocbc 2.0 4 2. View Trade Finance portfolio 12 3. View and download a bank statement 15 4. Create a Letter
More informationCustomer Service 1-800-711-BANK (2265) Weekdays: 7:00 a.m. - 10:00 p.m. Weekends: 8:00 a.m. - 6:00 p.m. cbc@fcbanking.com. Online Banking Guide
Customer Service 1-800-711-BANK (2265) Weekdays: 7:00 a.m. - 10:00 p.m. Weekends: 8:00 a.m. - 6:00 p.m. cbc@fcbanking.com Online Banking Guide Table of Contents Welcome 2 First-Time Users Navigate Online
More informationUsing the Payment Processing Feature
DocuSign Quick Start Guide Using the Payment Processing Feature Overview There might be times when you want to send an envelope where you can send an offer, close the deal and collect the cash all in one
More informationOnline 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 informationCathay Business Online Banking. User Guide. Version 1.0
Cathay Business Online Banking User Guide Version 1.0 07/2013 Disclaimer: The information and materials in these pages, including text, graphics, links, or other items are provided as is and available.
More informationWelcome 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 informationBILL PAY FAQ DATA CONVERSION
BILL PAY FAQ DATA CONVERSION GENERAL INFORMATION Your credit union will be launching a new, enhanced, online bill pay. Our new system will include features that will make this valuable tool even better,
More informationpersonal 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 informationElectronic Funds Transfer (EFT) Guide
Electronic Funds Transfer (EFT) Guide 121613 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including
More informationFrom Your Online Banking Team. Your Guide to Faster, Easier, Better Online Banking
From Your Online Banking Team Your Guide to Faster, Easier, Better Online Banking Welcome At Hingham Savings, your Online Banking Team is taking action to provide you with a fast, flexible and secure online
More informationFI to FI Transfer Frequently Asked Questions
FI to FI Transfer Frequently Asked Questions FI to FI allows you to transfer money between your accounts at Minnesota National Bank and accounts you have at other financial institutions. This new service
More informationIndiana Campaign Finance System Secure Site
Indiana Campaign Finance System Secure Site Overview The Indiana Campaign Finance System is provided by the Indiana Election Division to enable campaign committees to manage contributions and expenditures,
More informationQuickstart Guide. Pro Online. Suite
Quickstart Guide Pro Online Suite Welcome to Midland States Bank Pro Online Suite. Let s get started. You will access your Midland Pro Online account through www.midlandsb.com. Hover your mouse over Sign
More informationONLINE FX QUICK START GUIDE AN INTRODUCTION TO. Add a Bank Account. Add a Recipient. Create a Transaction. Check Payment Status. Go Mobile!
AN INTRODUCTION TO ONLINE FX QUICK START GUIDE Welcome to your Western Union Business Solutions Online FX account. You can now send international payments quickly and conveniently, online or from your
More informationContact 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 informationONLINE BANKING OWNER S MANUAL
ONLINE BANKING OWNER S MANUAL Member FDIC Note: To ensure the best experience with online banking, please update your operating system and web browser to the most current versions. welcome to Peoples Online
More informationBUSINESS 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 informationBusiness 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 informationDeposit Direct. Getting Started Guide
Deposit Direct Getting Started Guide Table of Contents Before You Start... 3 Installing the Deposit Direct application for use with Microsoft Windows Vista... 4 Running Programs in Microsoft Windows Vista...
More informationBusiness 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 informationBusiness ebanking Wire Transfer Reference Guide
Business ebanking Wire Transfer Reference Guide If you have any questions, please contact Business ebanking Support at 1-800-593-4345 Contents One Time Wires...3-5 Deleting a One Time Wire Transfer...
More informationYour quick guide to RBC Online Banking
Online Banking Your quick guide to RBC Online Banking Convenience and security to manage all your everyday banking needs A secure and convenient way to do banking Whether you lead a busy life or want more
More informationMyState Business Internet Banking User Guide
MyState Business Internet Banking User Guide 1 Welcome to MyState Business Internet Banking The following links and information will help you make the most of your MyState Business Internet Banking. Contents
More informationBusiness Online Banking Enhancements Monday, March 9, 2015
Business Online Banking Enhancements Monday, March 9, 2015 On March 9 th you will notice a few enhancements made to your Business Online Banking site. These changes have been implemented to improve your
More informationOnline Bill Pay Guide
Online Bill Pay Guide Contents How to Make a Payment 2 Single Payment 2 Recurring Payment 3 Payment History Prior to X Date View Payment History 4 How to Add a Payee Adding a Company Payee 5 Adding an
More informationA QUICK AND EASY GUIDE TO ONLINE BANKING AND BILL PAY
A QUICK AND EASY GUIDE TO ONLINE BANKING AND BILL PAY BY PAUL A. MURPHY, AUTHOR OF BANKING ONLINE FOR DUMMIES A Quick and Easy Guide to Online Banking and Bill Pay Disclaimer Concepts, strategies and procedures
More informationOnline Banking & Bill Pay. Quick Start G uide. Step-by-step, how-to instructions plus easy-to-read screen shots and help information
Online Banking & Bill Pay Quick Start G uide Step-by-step, how-to instructions plus easy-to-read screen shots and help information Welcome -- Online System Security Welcome to Online Banking and Bill Pay!
More information1.0 Registration on EBankig 8. 0.0. Registration on EBankig 7
1 Contents: 1.0. Registration on EBankig 5 1.0. Registration on EBankig 6 0.0. Registration on EBankig 7 1.0 Registration on EBankig 8 1.0. Login on Ebanking.9 2.0. Login on Ebanking......10 2.0. Login
More informationDocument Services Online Customer Guide
Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options
More informationBIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228
BIG LOTS VENDOR COMPLIANCE WEB PORTAL USER GUIDE - VENDOR 300 PHILLIPI RD. COLUMBUS, OH 43228 Contents Getting Started...4 Tips for Using Actionable Intelligence... 4 Logging into Actionable Intelligence...
More informationGetting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows. Information You ll Need to Get Started
Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows Refer to the Getting Started Guide for instructions on using QuickBooks online account services; to save time, improve accuracy,
More informationSecure Message Center User Guide
Secure Message Center User Guide Using the Department of Banking Secure Email Message Center 2 Receiving and Replying to Messages 3 Initiating New Messages 7 Using the Address Book 9 Managing Your Account
More informationCreate wires using a variety of templates that simplify the data entry process.
Wire Transfers The Wire Transfer service provides secure wire transfer capabilities with a streamlined, easy-to-use web browser interface. Depending on your configuration, wire transfer features allow
More informationEmployer Access Program
Employer Access Program Table of contents Note: To link to and view a specific topic, select the appropriate heading within the table of contents. Getting started... 4 Enrolling in the program... 4 Standard
More informationElectronic 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 informationMyState Internet Banking User Guide
MyState Internet Banking User Guide MyState Internet Banking User Manual 1 Welcome to MyState Internet Banking The following links and information will help you make the most of your MyState Internet Banking.
More informationYOUR GUIDE TO ANZ VIETNAM INTERNET BANKING
YOUR GUIDE TO ANZ VIETNAM INTERNET BANKING Table of contents Welcome note Getting started ANZ Vietnam Internet Banking Enquiries Account balances Credit Card enquiries Funds transfer Bill payment Requests
More informationFirst 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 informationPublished by Murphy & Company, Inc. 13610 Barrett Office Dr Suite 206 St. Louis, MO 63012 www.mcompany.com
Published by Murphy & Company, Inc. 60 Barrett Office Dr Suite 06 St. Louis, MO 60 www.mcompany.com 007-05 Murphy & Company, Inc. Microsoft, Windows, Excel, and Internet Explorer are registered trademarks
More informationOnline BillPay Conversion Guide
Online BillPay Conversion Guide We look forward to having you fully on board with First State Bank very soon. During the next few weeks as we prepare for the conversion, there will be some important dates
More informationSRF enews Subscription - User's Guide
SRF enews Subscription - User's Guide 8/6/2015 11:41 AM Table of Contents 1.1 Overview... 3 1.2 Registration... 3 1.3 Forgot Password... 7 8/3/2015 3:16 PM 2 1.1 Overview In an effort to reduce our quantity
More informationBasic 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 informationHelpdesk manual. Version: 1.1
Version: 1.1 Date: 06-May-2014 Introduction Once a new system has been delivered, or an update has taken place, issues could occur, questions raised and new functionality needed. You can register these
More information