Commercial Online Banking

Transcription

1 Commercial Online Banking Senior One Time Password by Quick Start Guide

2

3 for the First Time 1. In the Access ID field, enter your Access ID, and click. 2. In the Password field, enter the password provided by your financial institution, and click. Complete Multifactor Authentication Enrollment Access ID: Password: myaccessid123 First-time users are automatically directed to the Multifactor Authentication enrollment page. 1. Provide your address, if needed. 2. Select and answer three challenge questions. 3. Select a personal or public computer option button. Note: Only register personal computers that you frequently use and are not available for public use. 4. Click. You are now registered with the system. Remember your Access ID, Password and authentication details for future use. Contact Information Address: my @mydomain.com Confirm Address: my @mydomain.com Challenge Questions and Answers Question 1: What is the name of your first pet? Your answer: Spot Question 2: What is your favorite movie? Your answer: The English Patient Question 3: What is your favorite book? Your answer: To Kill a Mockingbird Select One of the Following Options: This is a personal computer. Register it. This is a public computer. Do not register it. All Fields are Required and may Only Contain A through Z and 0 through 9. Change Password Once you have completed Multifactor Authentication enrollment, log in to online banking using your current Access ID. Click. You will be asked to change your password. Change Password Current Password: New Password: Confirm Password: Please choose a new password. It must be at least 6 characters my1newpass4me in length and contain both numbers and my1newpass4me letters. Cancel 1 Bryn Mawr Trust

4 with Multifactor Authentication Each time you log in to online banking, your financial institution assesses whether it recognizes your computer. If your computer is recognized, you will be prompted to enter your password. If your computer is not recognized, you will be presented with a Security Challenge prompting you to enter a One Time Password. This password is ed to the address you set up during enrollment. 1. Open your application to retrieve your One Time Password. 2. Enter the supplied password in the One Time Password field. 3. Select a personal or public computer option button. Note: Only register personal computers that you frequently use and are not available for public use. 4. Click. After successfully completing the Security Challenge, enter your password, and click. Access ID: myaccessid123 Access ID: myaccessid123 Password: my1newpass4me Security Challenge A one time password has been delivered to you. Please enter this One Time Password and click. One Time Password: Hbj34r2 Select One of the Following Options: This is a personal computer. Register it. This is a public computer. Do not register it. Password: Access ID: myaccessid123 my1newpass4me 2 Bryn Mawr Trust

5 Add a New Employee 1. Go to the Administration menu. Under the Employee list, select Profile and Permissions. 2. Select the New Employee option button on the Select Employee Criteria page. 3. Click. The New Employee page displays. 4. Enter the employee s basic information, including contact information, role assignments, and administrative privileges. 5. Enter a User Code and PIN for the employee. This information must be communicated to the employee. 6. Select which electronic documents, individual accounts, and applications (such as ACH or wires) the employee can access. 7. Click Finish. Administration Employee Profile and Permissions Accounts Select Employee Criteria Inquire Employee Change Employee New Employee New Employee Using Existing Employee Delete Employee Step 1 - Codes Name: Security Level: Employee Group: Transaction Exports: Contact Methods Address Phone Numbers Business Phone: Business Phone Ext: Client Details Senior Admin Yes Client Name Training Company Client Number Security Level Employee Supervisor Senior Authorizations Not authorized to review transfers Authorized to review transfers only within their Employee Group Authorized to review all transfers Authorized to review all transfers and can assign administrators Security User Code anntester PIN: Terms Acceptance Date New Employee 1 - Codes Change Password Name: Confirm Password: Multifactor Authentication Token Status: (None) Token Type: (None) 3 Bryn Mawr Trust

6 Add Employee Account Access 1. Go to the Administration menu. Under the Employee list, select Accounts. The Select Corporate Employee Account Criteria page displays. 2. You can add access either by entering the User Code or the Employee Name in the associated text box, or by leaving this information blank and selecting the employee s name link from the User Name column on the Corporate Employee List page. 3. Click. The Corporate Employee Account List appears for the selected name. Note: The Account Number link provides access to the Inquire Corporate User Account page. If an Account Number link is selected, the add function is discontinued. 4. Select the Add check box associated with account(s) the employee needs to access. 5. Click. The New User Account Access page displays a check mark in the Status column, indicating the employee now has access to the account(s). 6. Click Done. Administration Employee Profile and Permissions Accounts Select Corporate Employee Account Criteria User Code: Employee Name: Clear anntester Corporate Employee Account List for anntester Add Account Number Account Type Select All Demand Deposit Demand Deposit Demand Deposit Savings Savings Certificate of Deposit Demand Deposit Demand Deposit Demand Deposit New User Account Access Deleted User Account Access No Deleted Account Access Specified. Done Add Account Type Status Demand Deposit Demand Deposit Cancel 4 Bryn Mawr Trust

7

8 Connect With Us For more information about Commercial Online Banking, contact us at: Phone: Website: Fiserv, Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark of Fiserv, Inc. Other products referenced in this material may be trademarks or registered trademarks of their respective companies.