Business Online Banking Guide Platinum Bank

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................7 User Management................................................................................................................. 7 Transaction Type Overview .................................................................................................. 7 Enrollment .....................................................................................................................8 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Dashboard Dashboard Overview..................................................................................................12 Organize Dashboard ..................................................................................................14 Accounts Overview .....................................................................................................15 Account Details ...........................................................................................................16 Account Settings .........................................................................................................18 Download Transactions .............................................................................................19 Transaction Details .....................................................................................................20 Nickname Account......................................................................................................21 Stop Payment Requests Single Check.................................................................................................................22 Multiple Checks...........................................................................................................24 Transactions Transfers ......................................................................................................................26 Making a Transfer .......................................................................................................27 Making a Loan Transfer .............................................................................................28 Editing Transfers .........................................................................................................29 Deleting Transfers.......................................................................................................30 Conversations Conversation Overview ..............................................................................................31 Starting a Conversation..............................................................................................32 Business Alerts Enabling Alerts ............................................................................................................33 Security Protecting Your Information......................................................................................36 General Guidelines .............................................................................................................. 36