CardServices Digital Banking Business User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................6 Logging Off ............................................................................................................................. 8 Resetting A Forgotten Password.................................................................................9 Accounts Page Accounts Page Overview............................................................................................11 Account Overview .......................................................................................................12 Security 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