Business Online Banking Guide Platinum Bank

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6-11-26

UPDATED JUNE 2026 BUSINESS ONLINE BANKING GUIDE.

Member FDIC

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2026 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

Getting Started Welcome to Business Online Banking with Platinum Bank! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Online Banking experience easy and convenient. By adding powerful commercial products and features, Platinum Bank provides you with the complex tools your business needs to achieve its goals. Business Online Banking shares similar features with our personal accounts, but this guide is designed to direct you through business features only. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Business Online Banking process. If you have additional questions, contact us at 651.332.5275.

Platinum Bank, Member FDIC This guide is provided for informational purposes only and is intended to assist customers in using Platinum Bank’s online banking and cash management services. Features, functionality, and availability may vary. Transaction limits, cutoff times, and fees may apply. Please refer to your applicable agreements and terms and conditions for complete details.

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

Login ID and Password........................................................................................................ 36 Fraud Prevention ................................................................................................................. 36 Security Preferences...................................................................................................37 Change Username ............................................................................................................... 37 Change Password ................................................................................................................ 38 Connected Apps (Desktop Only) ........................................................................................ 39 Passkeys .......................................................................................................................40 Built in Biometrics................................................................................................................ 41 Mobile Phone or Tablet....................................................................................................... 42 Security Key with Fingerprint Scanner or PIN .................................................................. 42 Removing a Passkey ............................................................................................................ 43 Two Factor Authentication.........................................................................................44 Passkey.................................................................................................................................. 44 Authenticator App................................................................................................................ 44 Symantec VIP........................................................................................................................ 46 Security Key .......................................................................................................................... 47 Setting a Primary Verification Method .............................................................................. 48 Remove Authentication....................................................................................................... 49 User Management Users Overview ...........................................................................................................50 User Role Types.................................................................................................................... 50 Adding a New User .....................................................................................................52 Editing a User ..............................................................................................................54 Part 1: Editing User Permissions........................................................................................ 55 Part 2: Editing User Account Access .................................................................................. 56 Account Access............................................................................................................58 Hold Account Access ........................................................................................................... 58 Remove Account Hold......................................................................................................... 59 User Controls...............................................................................................................60 Unlocking a User.................................................................................................................. 60 Restricting or Removing a User.......................................................................................... 62 ACH ACH Overview..............................................................................................................63 Import Layouts............................................................................................................64 CSV ......................................................................................................................................... 65 Tab Delimited ....................................................................................................................... 66 Fixed Position ....................................................................................................................... 67 ACH Batch Management............................................................................................68 Part 1: Creating an ACH Batch............................................................................................ 68 Part 2: Manually Adding a Recipient.................................................................................. 70 Part 3: Importing Recipients From a File........................................................................... 72

ACH File Upload ..........................................................................................................73 Duplicating an ACH Batch..........................................................................................75 Editing an ACH Batch..................................................................................................76 Editing or Adding a Recipient to an ACH Batch.......................................................77 Editing or Deleting a Recipient ..................................................................................78 Deleting an ACH Batch ...............................................................................................80 Review and Initiate a One-Time ACH Batch.............................................................81 Review and Initiate a Recurring ACH Batch .............................................................83 Review and Initiate Multiple ACH Batches...............................................................85 Uninitiate an ACH Batch.............................................................................................87 Search Recipients........................................................................................................88 Editing Recipients........................................................................................................89 ACH Exceptions & Notifications ................................................................................90 Authorizations ...................................................................................................................... 90 Returns .................................................................................................................................. 90 Notifications of Change (NOC) ........................................................................................... 91 Reversals ............................................................................................................................... 91 Domestic Wire Transfers Wire Overview .............................................................................................................92 Domestic and International Wire Information................................................................. 92 Creating a Wire............................................................................................................93 Part 1: Creating a Wire ........................................................................................................ 93 Part 2: Creditor Information............................................................................................... 94 Part 3: Creditor Agent and Instructed Agent .................................................................... 95 Part 4: Finalizing Wire.......................................................................................................... 96 Wire Management ......................................................................................................97 Editing a Wire Template...................................................................................................... 97 Deleting a Wire Template ................................................................................................... 98 Editing a Wire ....................................................................................................................... 99 Deleting a Wire.................................................................................................................. 100 Reviewing and Initiating Wires .............................................................................. 101 Review and Initiate a Wire Template.............................................................................. 101 Review and Initiate a Wire ............................................................................................... 102 Dual Control Dual Control Overview ............................................................................................ 104 ACH Dual Control .................................................................................................... 105 ACH Dual Control Set Up ................................................................................................. 105 Initiating ACH via Dual Control........................................................................................ 106 Wire Dual Control .................................................................................................... 108 Wire Dual Control Set Up................................................................................................. 108 Initiating a Wire via Dual Control .................................................................................... 109

Positive Pay Overview ................................................................................................................... 110 Check Positive Pay ................................................................................................... 111 Entering Your Checks (Not Available on the Mobile App)............................................ 112 Manage CSV Upload Templates...................................................................................... 115 Creating a Delimited Template ....................................................................................... 116 Creating a Fixed Position Template................................................................................ 117 Editing a Template ............................................................................................................ 118 Deleting a Template ......................................................................................................... 119 Upload Issued Item File.................................................................................................... 120 Working Check Exceptions............................................................................................... 123 ACH Positive Pay ...................................................................................................... 124 Managing Filters................................................................................................................ 124 Working ACH Exceptions.................................................................................................. 125 Reports Reports Overview..................................................................................................... 126 Prior Day ........................................................................................................................... 126 Current Day ....................................................................................................................... 127 Activity ................................................................................................................................ 128 Positive Pay........................................................................................................................ 129 Bill Pay Quick Links Overview ................................................................................................................... 130 Payees ....................................................................................................................... 131 Adding a Person................................................................................................................ 131 Adding a Company ........................................................................................................... 133 Editing a Payee .................................................................................................................. 134 Deleting a Payee ............................................................................................................... 135 Payments .................................................................................................................. 136 Adding a Bill....................................................................................................................... 136 Making a One-Time or Recurring Payment .......................................................... 138 Paying a Bill........................................................................................................................ 138 Paying a Person................................................................................................................. 140 Making Multiple Payments ..................................................................................... 142 Paying Multiple Bills.......................................................................................................... 142 Paying Multiple People..................................................................................................... 144 Payment Activity....................................................................................................... 146 Editing a Pending Payment ............................................................................................. 146 Deleting a Pending Payment .......................................................................................... 148

Bill Pay Portal Bill Pay Portal Overview .......................................................................................... 150 Add a Payee .............................................................................................................. 152 Company............................................................................................................................ 152 Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information........................................................................................................................ 154 Individual Electronic Payments: If You Have an Individual’s Account Information .. 156 Individual Check Payments.............................................................................................. 158 Activate a Payee ................................................................................................................ 160 Import Payees .......................................................................................................... 161 Edit a Payee .............................................................................................................. 164 Delete a Payee.......................................................................................................... 165 Add and Manage Categories .................................................................................. 166 Single Payment......................................................................................................... 167 Edit or Stop a Single Payment ................................................................................ 168 Create a Recurring Payment................................................................................... 169 Edit or Stop a Recurring Payment.......................................................................... 171 Payment Approval ................................................................................................... 173 Add a Transfer Account........................................................................................... 174 Delete or Edit a Transfer Account.......................................................................... 175 One-Time Transfer................................................................................................... 176 Edit or Stop a Single Transfer ................................................................................. 177 Recurring Transfers ................................................................................................. 178 Edit or Stop a Recurring Transfer........................................................................... 179 Transfer Approval .................................................................................................... 181 Calendar.................................................................................................................... 182 Company Profile ...................................................................................................... 183 Delete or Edit Bill Pay Accounts ............................................................................. 184 Modify User Permissions ........................................................................................ 185 Personal Profile........................................................................................................ 186 e-Notifications .......................................................................................................... 187 Events ................................................................................................................................. 187 Logout ................................................................................................................................ 188 Recurring............................................................................................................................ 189 Reminders.......................................................................................................................... 190 Reports...................................................................................................................... 191

Getting Started Business Online Banking Overview

Whether you’re an enterprise, large corporation or small organization, our flexible Business Online Banking can efficiently serve you. Depending on your bank or company policy, you may need to set up your users before jumping into our

state-of-the-art system. User Management

If your business only needs one person with access to Business Online Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic Online Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You can customize which employees get access to different features or accounts within Business Online Banking by establishing user permissions. Transaction Type Overview Various types of payment methods are offered through Business Online Banking including wire and ACH transfers. Both methods are quick electronic payments. ACH payments can be posted as soon as next business day and can be used to pay or draft multiple recipients at once. Wires are faster, generally posting the same business day and can be used to pay one recipient at a time. Please contact Cash Management at 651-332-5268 for a full list of wire and ACH fees or if you have any questions.

Getting Started: Business Online Banking Overview

Getting Started Enrollment

If you’re new to Online Banking with Platinum Bank, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Each user will receive an email with a link to establish new credentials. The subject line will read Company Name: Online Banking Invitation. 2. Click on the link in the email within 48 hours to establish your credentials. 3. Follow the setup prompts to establish your username, password and 2-Step Verification. 4. Accept the End User License Agreement.

Getting Started: Enrollment

Getting Started Logging In

After your first-time enrollment, logging in is easy. You will be asked to register a two-factor authentication (2FA) method if you have not done so already.

1. Click the Log In button. 2. Enter your username and click the Continue button. 3. Enter your password and click the Sign in button. 4. Verify your identity using your primary verification method.

Note: If enabled you can use your passkey instead of a password.

Logging Off For your security, you should always log off when you finish your Online Banking session. The system may automatically log you off due to inactivity.

1. Click your name in the lower left corner of the screen. 2. Click the Sign out tab. 3. Close your internet browser.

Getting Started: Logging In

Getting Started Resetting a Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the Platinum Bank Home page—no need to call us!

1. Click the Log In button. 2. Click the “Forgot?” link. 3. Enter your username. 4. Enter your email address. 5. Click the Next button. 6. Verify your identity using your primary verification method.

Getting Started: Resetting a Forgotten Password

7. Enter and confirm your new password and click the Update button. 8. Click the Ok button.

Getting Started: Resetting a Forgotten Password

Dashboard Dashboard Overview

After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more!

Dashboard: Dashboard Overview

A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-down tab. B. Your accounts are displayed in an account card with its balance. If you click an account card, you are taken to the Account Details page. C. The icon allows you to organize your accounts, change the account card view or organize your dashboard. D. Links let you quickly access different Online Banking features. E. Customizable cards appear on the dashboard, so you can easily access the features most important to you.

Dashboard: Dashboard Overview

Dashboard Organize Dashboard

Reorder and add new cards to customize your dashboard.

Click the Organize dashboard button at the bottom of the dashboard. A. Click and drag a feature card to reorder them. B. Click the icon to delete a feature card. C. Click the “+ Add a card” link to add a new card. D. Click the “Done” link when you are finished to return to your dashboard.

Dashboard: Organize Dashboard

Dashboard Accounts Overview

The accounts tab lists all of your available accounts.

Click the Accounts tab. A. Use the icon to search your accounts. B. Click the Organize accounts button to reorder your accounts. C. The total balance of all your accounts is displayed in the top right corner. D. Click on an account to view recent transactions.

Dashboard: Accounts Overview

Dashboard Account Details

Selecting a Platinum Bank account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances.

D E

A B C

G H

Dashboard: Account Details

A. Download your transactions into a different format by clicking the

icon.

See page 19 for more information. B. Print a list of your transactions by clicking the

icon.

C. The

icon opens the search bar to sort and find transactions within that

account. D. The Transfers button allows you to transfer money between your accounts. See page 26 for more details. E. The eStatements button allows you to enroll and download your statements and notices. F. The Stop payments button allows you to stop a pending check payment. See page 22 for more information. G. The Alert preferences button allows you to create alerts for that account. See page 33 for more information. H. The Settings button allows you to edit the display options for that account. See page 18 for more information. I. The Attach to a conversation button allows you to send a message about the account. J. You can view more details about a transaction by clicking on it. K. Additional details about the account are displayed in the lower right corner.

Dashboard: Account Details

Dashboard Account Settings

Change an account’s name and display options.

In the Accounts tab, select an account and then click the Settings button. A. Click the “Rename” link to rename the account. B. Use the toggles to change the account’s display options.

Dashboard: Account Settings

Dashboard Download Transactions

Easily download a list of transactions.

In the Accounts tab, select an account. 1. Click the icon. 2. Select a date range. 3. Select a file type. 4. Click the Download button.

Dashboard: Download Transactions

Dashboard Transaction Details

View additional details about each transaction. You can also add tags, notes, and images to each transaction.

In the Accounts tab, select an account. 1. Click a transaction.

A. Click the “Add tags” link to categorize a transaction. B. Click the “Add notes” link to add a note to a transaction. C. Click the icon to add an image to a transaction. D. Click the “Ask us about this transaction” link to start a conversation about that transaction. Note: Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. Try this feature using Platinum Bank’s mobile app.

Dashboard: Transaction Details

Dashboard Nickname Account

Change an account’s nickname.

In the Accounts tab, select an account. 1. Click the Settings button. 2. Click the “Rename” link. 3. Enter an account nickname and click the Save button.

Dashboard: Nickname Account

Stop Payment Requests Single Check

If you’re ever worried about a written check, you can initiate a stop payment request to prevent that check from being processed. If you need the current fee information, please call us during our business hours at 651-332-5200.

In the Accounts tab, select an account. 1. Click the Stop payments button. 2. (If a stop payment has already been made) Click the “+ Add another stop payment” link. 3. Select “A single check.”

Stop Payment Requests: Single Check

5 6 7

4. Enter the check number. 5. Enter the amount. 6. Use the calendar to select a check date. 7. Enter the payee. 8. (Optional) Select a reason for the stop payment. 9. Click the Submit button. 10. Review the stop payment request and click the Confirm button. 11. Click the OK button.

Stop Payment Requests: Single Check

Stop Payment Requests Multiple Checks

If you’re ever worried about multiple written checks, you can initiate a stop payment request to prevent the checks from being processed. If you need the current fee information, please call us during our business hours at 651-332-5200.

In the Accounts tab, select an account. 1. Click the Stop payments button. 2. (If a stop payment has already been made) Click the “+ Add another stop payment” link. 3. Select “A range of checks.”

Stop Payment Requests: Multiple Checks

4. Enter the starting and ending check number. 5. (Optional) Select a reason for the stop payment. 6. Click the Submit button. 7. Review the stop payment request and click the Confirm button. 8. Click the OK button.

Stop Payment Requests: Multiple Checks

Transactions Transfers

Use the Transfers feature when you need make a one-time or recurring transfer between your Platinum Bank accounts. These transactions go through automatically, so your money is always where you need it to be.

Click the Transfers tab. A. Click the Make a transfer button to make a transfer. B. Scheduled transfers are displayed as a list and on a calendar.

Transactions: Transfers

Transactions Making a Transfer

1 4a 4b

3 4

Click the Transfers tab. 1. Click the Make a transfer button. 2. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 3. Enter the amount to transfer. 4. (Optional) Click the “More options” link to view additional options. a. Use the drop-down to select a frequency. b. Use the calendar feature to select a date. c. Enter a memo. 5. Click the Submit button when you are finished. 6. Once you receive a confirmation message, click the Done button.

Transactions: Making a Transfer

Transactions Making a Loan Transfer

5 6 7 8

Click the Transfers tab. 1. Click the Make a transfer button. 2. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 3. Enter the amount to transfer. 4. Click the “More options” link to view additional options. 5. Use the drop-down to select a payment type. Select “Regular Payment” or “Principle Payment.” 6. Use the drop-down to select a frequency. 7. Use the calendar feature to select a date. 8. Enter a memo. 9. Click the Submit button when you are finished. 10. Once you receive a confirmation message, click the Done button.

Transactions: Making a Loan Transfer

Transactions Editing Transfers

You can edit pending transactions up until their process date.

Click the Transfers tab. 1. Browse through your pending transactions and locate the transaction you would like to edit. Edits are only available on future dated transfers. 2. Make the necessary edits and then click the Save button when you are finished. 3. Once you receive a confirmation message, click the Done button.

Transactions: Editing Transfers

Transactions Deleting Transfers

You can delete transactions up until their process date.

Click the Transfers tab. 1. Browse through your pending transactions and locate the transaction you would like to delete. 2. Click the icon. 3. Click the Delete button. 4. Click the OK button.

Transactions: Deleting Transfers

Conversations Conversation Overview

If you have questions about your accounts or need to speak with someone at Platinum Bank, Conversations allow you to communicate directly with a Platinum Bank customer service representative. Conversations enables secure internal communication among users, including document sharing and approvals.

Click the Messages tab. A. Previous messages are displayed on the left. B. Click the “Start a conversation” link to start a new conversation.

Conversations: Conversation Overview

Conversations Starting a Conversation

Starting a new conversation through Online Banking is just as effortless as sending an email. Unlike an email, you can safely include confidential information relating to your accounts or attach files within a new message.

Click the Messages tab. 1. Click the “Start a conversation” link to start a new conversation. 2. Select a recipient. Messages without Platinum Bank as a recipient are not visible to bank personnel. 3. Click the icon to add a file or information about a specific transaction, account or payment to the conversation. 4. Type your message and click the Send button.

Conversations: Starting a Conversation

Business Alerts Enabling Alerts

Business customers can enhance financial control, optimize operations, and bolster security through the use of business alerts. Follow these step-by-step instructions to individually enroll in alerts.

From the main dashboard, click your name in the lower left corner of the screen, then click Account settings . 1. Click the Alerts tab. 2. Expand each section to review individual alerts. • User Security : Logins from new devices and changes to user profiles • General: General alerts not specific to any one account • Business: Changes to the business profile • ACH: Activity related to ACH service • Positive Pay: Activity related to Positive Pay service

• Transfers: Activity related to transfers. • Wire: Activity related to Wire service

Business Alerts: Enabling Alerts

3. Select an alert.

Business Alerts: Enabling Alerts

4. Select the delivery method for each alert you wish to enroll in: • Email: To receive an email to your email address on file

• SMS: To receive a text message to your mobile phone number on file • In-app message: To receive a conversation inside Messages for viewing once you login 5. Click the Save button when you are finished.

Business Alerts: Enabling Alerts

Security Protecting Your Information

Here at Platinum Bank, we work hard to protect your personal information and provide you with a dependable online experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, Online Banking can be a secure and efficient method for your banking needs. General Guidelines • Make sure your operating system and antivirus software are up to date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using Online Banking. • Monitor your recent account history for unauthorized transactions. • Always log off Online Banking when you’re finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of uppercase and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices, and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, call us immediately at 651-332-5200.

Security: Protecting Your Information

Security Security Preferences

We take security very seriously at Platinum Bank, so we have added various tools to help you better protect your account information. You can add and manage these features in Security to strengthen your Online Banking experience. Change Username You can change your username at any time. Create a unique username you will remember and follows our required guidelines.

Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Edit” link next to your username. 3. Verify your identity using your primary verification method. 4. Enter your new username. 5. Click the “Show rules” link to view Platinum Bank’s username requirements. 6. Click the Save button when you are finished making changes.

Security: Security Preferences

Change Password You can change your Online Banking password whenever you want to. Follow our guidelines to create a strong password.

7 Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Edit” link next to your password. 3. Verify your identity using your primary verification method. 4. Enter your current password. 5. (Optional) Click the “Show rules” link to view Platinum Bank’s password requirements. 6. Enter and confirm a new password. 7. Click the Save button when you are finished making changes.

Security: Security Preferences

Connected Apps (Desktop Only) Edit the external app and website permissions that can access your account.

Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Manage” link.

Security: Security Preferences

Security Passkeys

A passkey is a digital key, stored on your device, that replaces traditional passwords and two factor authentication methods. Passkeys allow you to sign in to websites using your face, fingerprint or screen PIN.

Note: If you have not completed a high-risk action with in the last five minutes you may be asked to verify your identity using your primary verification method throughout the passkey creation or removal process.

Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Add passkey” link.

Security: Passkeys

3. Select a passkey type. • Built-in biometrics: Use your current device’s facial recognition or fingerprint scanner to sign in. • Mobile phone or tablet: Sign in using your mobile phone or tablet by scanning a QR code.(Bluetooth may be required for this option.) • Security key with fingerprint scanner or PIN: Use a special physical security key that also includes a fingerprint sensor or 2nd password. Built in Biometrics

1. You will be prompted to save the passkey in a recognized password manager. A password manager is a secure digital vault that stores and remembers your login details for you. 2. Follow the on screen steps. The steps will vary depending on your device.

Security: Passkeys

Mobile Phone or Tablet

1. Scan the QR code with your device. You can either open use your device’s camera application or use the QR code option with in an authenticator app. Options will vary depend on your device. Security Key with Fingerprint Scanner or PIN 1. Insert your security key and follow the on screen steps. The steps will vary depending on your device.

Security: Passkeys

Removing a Passkey

2 Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Remove” link next to the passkey you would like to remove.

Security: Passkeys

Security Two Factor Authentication

Two-factor authentication (2FA) is a security process where a user provides two distinct forms of identification to access an account. Passkey For more information about passkeys go to page 40. Authenticator App

Click your name in the lower left corner of the screen, then click Account Settings . 1. Click the Security tab. 2. Click the “Edit settings” link below 2-step verification. 3. Click the “Set up” link under “Authenticator App.” 4. Verify your identity using your primary verification method. 5. Enter a nickname for the authenticator app and click the Next button.