CardServices Digital Banking Business User Guide

First page Table of contents Next page Last page

Getting Started	6
New User Enrollment	6
Logging Off	8
Resetting A Forgotten Password	9
Accounts Page	11
Accounts Page Overview	11
Account Overview	12
Security	14
Protecting Your Information	14
General Guidelines	14
User ID and Password	14
Fraud Prevention	14
Security Preferences	15
Change Password	15
Change User ID	16
Secure Access Code Delivery	17
Mobile Security Preferences	18
Enabling Fingerprint or Facial Recognition Login	18
Enabling Passcode Authentication	20
Enabling Face ID	22
Secure Message Overview	23
Sending a Secure Message	25
Payments Overview	26
Pay Credit Card	27
One-Time Payment	27
Auto Payment	28
Payment Overview	29
Editing Payments	30
Canceling Payments	31
Add a External Transfer Account	32
Micro-Deposits	33
Verify an External Transfer Account with Micro-Deposits	34
Manage External Transfer Accounts	36
Nickname External Transfer Accounts	36
Remove External Transfer Accounts	37
Card Management	38
Card Controls	38
Activate Card	38
Disabling or a Card	39
Enabling a Card	40
Replace Card	41
Update PIN	42
Card Alerts	43
Travel Notifications	45
Services	47
Account Statements	47
Text Banking	48
Settings	50
Account Preferences	50
My Profile	51
Statement Delivery Preferences	52
Accessibility	53

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