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
Made with
FlippingBook
- professional solution for displaying marketing and sales documents online