Citizens Business Bank Business Online Banking Guide
4-20-21
Business Online Banking Guide
Member FDIC
Published by Murphy & Company, Inc. 13610 Barrett Office Dr
St. Louis, MO 63021 www.mcompany.com
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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 Citizens Business Bank! Whether at home or at the office, from a mobile phone, tablet or laptop, we strive to make your Online Banking experience easy and convenient. By adding powerful commercial functionality and features, Citizens Business Bank provides you with the tools your business needs to achieve its goals. Click a topic or feature in the Table of Contents to navigate this guide. Each section provides an overview and steps for using Online Banking. For questions, contact us at 888.228.2265.
Table of Contents Online Safety
Protecting Your Information........................................................................................6 General Guidelines................................................................................................................. 6 Login ID and Password.......................................................................................................... 6 Fraud Prevention.................................................................................................................... 6 Getting Started Business Online Banking Overview.............................................................................7 User Administration............................................................................................................... 7 Users ....................................................................................................................................... 7 Recipients................................................................................................................................ 7 Business Online Banking ACH Transaction Types.............................................................. 8 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting a Forgotten Password................................................................................10 Home Page Home Page Overview..................................................................................................12 Account Details Overview...........................................................................................14 Quick Transfer. ............................................................................................................16 Account Nickname. .....................................................................................................17 Home Page Preferences.............................................................................................18 Priority Account List Configuration...........................................................................19 Business Online Banking Company Policy...........................................................................................................21 Part 1 of 9: Choosing a Transaction to Edit in Company Policy...................................... 21 Part 2 of 9: Choosing the Maximum Draft Amount. ........................................................ 22 Part 3 of 9: Choosing the Number of Approvals . ............................................................ 23 Part 4 of 9: Choosing the Accounts.................................................................................... 23 Part 5 of 9: Choosing the Drafting Hours.......................................................................... 24 Part 6 of 9: Choosing the Location..................................................................................... 25 Part 7 of 9: Choosing the IP Address.................................................................................. 25 Part 8 of 9: Choosing the SEC Code. .................................................................................. 26 Part 9 of 9: Saving Changes................................................................................................. 27 Approval Limits..................................................................................................................... 28 Company Policy Tester. ....................................................................................................... 29 Viewing Rights to Access Features. .................................................................................... 31 Establishing Rights to Access Accounts............................................................................. 32 Creating and Editing Account Labels. ................................................................................ 33 User Roles Overview...................................................................................................34
Creating, Editing or Copying a User Role..................................................................35 Part 1 of 8: Establishing Transaction Type Rights............................................................. 36 Part 2 of 8: Disabling a Transaction Type.......................................................................... 37 Part 3 of 8: Enabling Operation Rights. ............................................................................. 38 Part 4 of 8: Choosing the Maximum Draft Amount. ........................................................ 39 Part 5 of 8: Enabling Allowed Accounts............................................................................. 39 Part 6 of 8: Choosing Drafting Hours................................................................................. 40 Part 7 of 8: Choosing the SEC Code. .................................................................................. 41 Part 8 of 8: Editing Approval Limits for a Transaction Type............................................ 42 User Role Policy Tester........................................................................................................ 43 Deleting Allowed Actions..................................................................................................... 45 Establishing Rights to Access Features.............................................................................. 46 Establishing Rights to Access Accounts............................................................................. 47 Deleting a User Role....................................................................................................48 Users Overview............................................................................................................49 User Management Overview. ............................................................................................. 50 Adding a New User .............................................................................................................. 51 Editing a User...............................................................................................................52 Deleting a User. ...........................................................................................................53 Funds Transfer.............................................................................................................54 Individual Transfers. ............................................................................................................ 54 Multi-Account Transfers Overview..................................................................................... 56 Multi-Account Transfers- Creating a Template................................................................. 57 Multi-Account Transfers- Single Transfer.......................................................................... 59 Editing a Multi-Account Transfer Template..............................................................61 Deleting a Multi-Account Transfer Template...........................................................62 Loan Payments............................................................................................................63 Recipient Overview......................................................................................................65 ACH Only- Part 1 of 2: Adding a Recipient......................................................................... 66 ACH Only- Part 2 of 2: Recipient Details............................................................................ 67 ACH & Wire- Part 1 of 4: Adding a Recipient..................................................................... 68 ACH & Wire- Part 2 of 4: Beneficiary Bank Detail............................................................. 69 ACH & Wire- Part 3 of 4: Intermediary Bank Detail.......................................................... 70 ACH & Wire- Part 4 of 4: Recipient Details. ....................................................................... 71 Wires Only (Domestic) - Part 1 of 4: Adding a Recipient.................................................. 72 Wires Only (Domestic)- Part 2 of 4: Beneficiary Bank Detail........................................... 73 Wires Only (Domestic)- Part 3 of 4: Intermediary Bank Detail........................................ 74 Wires Only (Domestic)- Part 4 of 4: Recipient Details...................................................... 75 Wires Only (International)- Part 1 of 4: Adding a Recipient............................................. 76 Wires Only (International)- Part 2 of 4: Beneficiary Bank Detail..................................... 77 Wires Only (International)- Part 3 of 4: Intermediary Bank Detail.................................. 78 Wires Only (International)- Part 4 of 4: Recipient Details................................................ 79
Editing a Recipient.......................................................................................................80 Editing a Recipient’s Templates.......................................................................................... 81 Deleting a Recipient. ...................................................................................................82 Payment Template Overview.....................................................................................83 Creating a Template....................................................................................................84 ACH Batch.............................................................................................................................. 85 ACH Collection...................................................................................................................... 88 ACH Payment........................................................................................................................ 90 ACH Receipt........................................................................................................................... 92 Payroll.................................................................................................................................... 94 Domestic Wire. ..................................................................................................................... 96 International Wire. ............................................................................................................... 98 Sending a Single Payment....................................................................................... 101 ACH Batch........................................................................................................................... 101 ACH Payment..................................................................................................................... 104 ACH Collection................................................................................................................... 106 ACH Receipt........................................................................................................................ 109 Payroll................................................................................................................................. 111 Domestic Wire. .................................................................................................................. 113 International Wire. ............................................................................................................ 116 Activity Center Overview. ........................................................................................ 119 Using Filters........................................................................................................................ 120 Creating or Deleting Custom Views Using Favorites..................................................... 120 Editing Transactions.......................................................................................................... 121 Canceling Transactions..................................................................................................... 122 Viewing, Approving or Canceling a Transaction. .................................................. 123 Single Transaction............................................................................................................. 123 Multiple Transactions. ...................................................................................................... 124 Splitting a Payment. ................................................................................................. 125 Using a Template...................................................................................................... 126 Editing a Template.................................................................................................... 127 Deleting a Template................................................................................................. 128 Upload From File...................................................................................................... 129 Creating a New File Map................................................................................................... 129 Using an Existing File Map................................................................................................ 132 Editing an Existing File Map.............................................................................................. 133 Deleting an Existing File Map........................................................................................... 134 ACH Pass-Thru.......................................................................................................... 135 Wire Activity. ............................................................................................................. 136 Tax Payments............................................................................................................ 137 Reports Overview..................................................................................................... 139 ACH Activity Report........................................................................................................... 140 Cash Position Report. ....................................................................................................... 141
Company Entitlements Report. ....................................................................................... 142 Company User Activity Report......................................................................................... 143 Outgoing Wires Report..................................................................................................... 144 Transaction Report............................................................................................................ 145 Editing a Report........................................................................................................ 146 Deleting a Report...................................................................................................... 147 Mobile Authorizations. ............................................................................................ 148 Transactions Mobile Deposits ....................................................................................................... 150 Services Stop Payment Request. ........................................................................................... 151 Mobile Deposit Enrollment. .................................................................................... 152 Statements E-Statement Enrollment. ......................................................................................... 153 Locations Centers and ATMs.................................................................................................... 155 Security Security Preferences................................................................................................ 156 Change Password.............................................................................................................. 156 Alerts Overview......................................................................................................... 157 Account Alerts.................................................................................................................... 158 History Alerts. .................................................................................................................... 159 Online Transaction Alerts................................................................................................. 160 Reminder............................................................................................................................ 161 Security Alerts Overview.......................................................................................... 162 Edit Delivery Preferences. ................................................................................................ 162 Secure Message Overview. ..................................................................................... 163 Sending a Secure Message...................................................................................... 164
Online Safety
Protecting Your Information
At Citizens Business Bank we do all we can to protect your information and provide you with a safe, 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 all 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. • Regularly monitor your account history for unauthorized transactions. • Always log off of Online Banking when finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change 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 888.228.2265.
6 · Online Safety: Protecting Your Information
Getting Started
Business Online Banking Overview Business Online Banking allows access 24 hours a day, 7 days a week to view account information and transaction history, move funds, initiate stop payments, and more. Additional services include initiating wire transfers and originating ACH transactions. Robust security features are available in Business Online Banking and referenced later in this guide. Please review the Company Policy section for more information. User Administration An Administrator can establish separate login credentials for each user, as well as limits on each user’s authority to access information and conduct transactions. An Administrator can empower other users with equal authority (in which case, they will also be considered Administrators). We strongly recommend using these controls to create a dual control environment in connection with the transmission of issued check data and when initiating payments. Call 888.228.2265 for more information about User Administration. Users User Administrators can easily assign other Users with specific entitlements based upon access requirements and level of authority. Recipients Recipients are people or businesses to whom you send money using a payment feature offered through Business Online Banking. After creating and saving a profile for each recipient, this reusable profile makes it easy to send payments in the future.
Getting Started: Business Online Banking Overview · 7
Business Online Banking ACH Transaction Types
Type
Description
ACH Class Code
CCD, CTX and PPD
ACH Pass-Thru
Upload a NACHA-formatted file.
ACH Payment
Send a payment to one recipient.
CCD and PPD
ACH Batch
Send a payment to multiple recipients.
CCD and PPD
ACH Receipt
Receive a payment from one recipient.
CCD and PPD
Receive a payment from multiple recipients.
ACH Collection
CCD and PPD
Send payroll to multiple recipients. If necessary, a payment to one recipient can be split to credit multiple accounts.
Payroll
PPD
Send federal, state or local tax authority payments.
Tax Payment
CCD
Note : PPD: Prearranged Payment and Deposit CCD: Corporate Credit or Debit CTX: Corporate Trade Exchange
8 · Getting Started: Protecting Your Information
Getting Started
Logging In After your first-time enrollment, logging in is easy and only requires your Login ID and password. If you are logging in using a device that you have not previously registered, you may need to request a Secure Access Code (SAC).
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1. From an internet browser access https://www.cbbank.com and click the Account Login drop-down to select “CBank Online Banking.” 2. Enter your login ID and password. 3. Click the Log In button. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I Note : If you enter an incorrect password too many times, your account will be temporarily locked. Call us at 888.228.2265 for assistance. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d Logging Off For your security, you should always log off when you finish your online banking A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1
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session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.
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Getting Started: Logging In · 9
Getting Started
Resetting a Forgotten Password
If you happen to forget your password, you can easily reestablish a new one from the Cbank Online Banking account login page.
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1. From an internet browser access https://www.cbbank.com and click the Account Login drop-down to select “CBank Online Banking.” 2. Click the “Forgot Password?” link. 3. Enter your login ID and click the Submit button.
Note : You may not be able to change your password if your account is locked.
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10 · Getting Started: Resetting a Forgotten Password
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4. Choose the contact method that allows Citizens Business Bank to reach you immediately with a Secure Access Code (SAC). 5. Enter the SAC and click the Submit button. 6. Create a new password based on our password requirements and click the Submit button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d
Getting Started: Resetting a Forgotten Password • 11 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J1
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Home Page
Home Page Overview
After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view the balances in your Citizens Business Bank accounts, see your account summaries and more!
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I $800.00 $800.00 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I 10 1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 9 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 1 a 12a 1 a 14a 15a 6a 7a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d K L M N O P Q R U V W X Y Z A B C D E F G H 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 A1 B1 C1 D1 E1 F1 G1 H1 I1 J A2 B2 C2 D2 E2 F2 G2 H2 I2 J A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 J1 J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I $850.00 $850.00 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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Note : The letters correspond to several available features on the Home page. A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2
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12 · Home Page: Home Page 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 Citizens Business Bank accounts are displayed in an account card with its balance. C. If you click an account name, you are taken to the Account Details page. You can also click the icon on the right side of an account card and select View Activity for more details. D. The icon allows you to print a summary of current available funds in your accounts. E. You can create a new group, edit a group name,expand or collapse a group, or move a group by clicking the icon. F. The Quick Actions links in the top right corner let you quickly access different Online Banking features.
G. Quickly view your recently deposited checks. H. View transactions with approvals needed. I. View users with locked logins. J. View a list of your favorite reports.
Home Page: Home Page Overview • 13
Home Page
Account Details Overview Selecting a Citizens Business Bank account on the Home page 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. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1 12 13 14 15 16 17 18 19 21 2 23 24 25 26 27 28 29 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 1 2 3 6 K L P R S V X Y Z 2 3 14 5 6 7 18 9 1 23 4 25 6 27 8 9 a 2a a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b c c c c c c c c c M N O Q W A B C D E F G H I 1 1 12 13 4 15 16 17 8 19 2 21 2 3 24 5 26 7 28 29 3 9 1a a 3a a a a a a a b b b b b b b b b c c 3c c c 6c c c c K L P R S U V X Y Z I 1 12 13 14 15 16 17 18 19 21 2 23 24 25 26 27 28 29 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c L N O Q S Y Z A B C D E F G H I $850.00 $850.00 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 1d 2d 3d 4d 5d 6d 7d 8d 9d 1 2 3 4 5 6 8 9 1d 2d 3d 4d 5d d d 8d d d d d 4d d 6d d 8d d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 1 1 1 1 1 A B C 1 E 1 1 I A B C 2 E 2 2 I A B C 3 E 3 3 I 1 a 12a 13a 14a 15a 16a 17a 18a 19a 1 b 12b 13b 14b 15b 16b 17b 18b 19b A1 1 1 D 1 F1 G H I1 A2 B2 C2 D E2 F2 G H I2 A3 B3 C3 D E3 F3 G H I3 1 a 12a 13a 14a 15a 16a 17a 18a 19a 1 b 12b 13b 14b 15b 16b 17b 18b 19b 1 B1 C1 1 E1 F1 1 1 I1 2 2 2 2 2 F2 2 2 I2 3 3 3 3 3 F3 3 3 I3 1a 12a 13a 14a 15a 16a 17a 18a 19a 1b 12b 13b 14b 15b 16b 17b 18b 19b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
10 17 18 19 20 27 28 29 30 7 8 9 J Q R S T G H I 10a 7a 8a 9a 10b 7b 8b 9b 10c 7c 8c 9c 10d 7d 8d 9d
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
J2 10 11 2 3 14 15 16 17 18 19 20 21 2 3 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I $950.00 $50.00 10a 1 2 3a 4a 5a 6a 7a 8a 9a 10b 1 2 3 4 5b 6b 7b 8b 9b 10c 1 2 3 4 5c 6c 7c 8c 9c 10d 1d 2 3 4d 5d 6d 7d 8d 9d
J1 10 11 12 13 14 15 16 17 18 19 20 21 2 3 4 5 6 7 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
A1 B1 C1 D1 E1 F1 G1 H1 I1
A2 B2 C2 D2 E2 F2 G2 H2 I2
A3 B3 C3 D3 E3 F3 G3 H3 I3
17a 18a 19a 20a
17b 18b 19b 20b
1 2 3 14 15a 16a 17a 18a 19a 20a
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
J1
G1 H1 I1
1 2 3 14 15b 16b 17b 18b 19b 20b
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
J2
G2 H2 I2
J1 A B C1 D1 E1 F1 G1 H1 I1
J1
A1 B1 C1 D1 E1 F1 G1 H1 I1
J3
G3 H3 I3
J2
J2 A B C2 D2 E2 F2 G2 H2 I2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
J3 A B C3 D3 E3 F3 G3 H3 I3
A3 B3 C3 D3 E3 F3 G3 H3 I3
14 · Home Page: Account Details Overview
A. On the Home page, you can click on an account name to view the Account Details screen. You can also click the icon and select “View Activity.” B. The current and available balances of that account displayed in the top right corner. C. The icon opens the search bar to find transactions with that account. D. Transactions can be sorted by time, type, amount or check number. Click the icon for more options. E. Make a quick transfer by clicking the icon. See page 16 for additional details. F. Export your transactions into a different format by clicking the icon. G. The icon lets you print a list of transactions. H. The icon indicates how the Date, Description and Amount columns are sorted. I. You can view more details about a transaction by clicking on it. J. The icon lets you Toggle Details about that transaction or print the transaction details.
Home Page: Account Details Overview • 15
Home Page Quick Transfer
No need to run to a Business Financial Center to move money from one account to another! The Quick Transfer option provides you with a simple way to do those transactions.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
1. Click the J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 2. Select the “From” and “To” accounts using the drop-downs. 3. Enter an amount to transfer. 4. Select a transfer date. 5. (Optional) Click the Advanced Options button to show Frequency and Memo options. 6. Click the Transfer Funds button when you are finished. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 0a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 icon right side of an account card and select Quick Transfer. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
16 · Home Page: Quick Transfer A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 J3 J1 J1
J3
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
Home Page
Account Nickname
Change an account’s nickname directly from the home page.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
$43,270.48
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b $43,270.48
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
J2 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H J3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2 3c 4c 5c 6c 7c 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 11a 12a 13a 14a 15a 16a 17a 18a 1d 2d 3d 4d 5d 6d 7d 8d 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d 7d 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3
A2 B2 C2 D2 E2 F2 G2 H2 I2
A3 B3 C3 D3 E3 F3 G3 H3 I3
1. Click the icon right side of an account card and select Nickname Account. 2. Enter a global nickname. The global nickname changes the account name for all users who don’t have their own nickname set for this account. 3. Enter a personal nickname. Your personal nickname for this account is only visible to you. 4. Click the Save button when you are finished.
Home Page: Account Nickname · 17
Home Page
Home Page Preferences
Easily manage which quick links and accounts display on your homepage.
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
In the Settings tab, click Home Page Preferences . A. Select which quick links to display on the homepage. B. Select which right menu widgets to display on the homepage. C. Click the Account List button to enable the feature on the Home page. D. Select which main content widgets to display on the homepage. A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6 7b 8b 9b 10c 1c 2c 3c 4 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 1 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A1 B1 C1 D1 E1 F1 G1 H1 I1 1a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 1b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1
J1
J2
J3
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
18 · Home Page: Home Page Preferences
Home Page
Streamlined account list page for a higher volume of accounts. You can prioritize a subset of accounts for display on the home page. Priority Account List Configuration
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1
11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 J2 J3 J2 11a 12a 13a 14a 15a 16a 17a 18a 19 11b 12b 13b 14b 15b 16b 17b 18b 19 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
A1 B1 C1 D1 E1 F1 G1 H1 I1 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
J1 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
A1 B1 C1 D1 E1 F1 G1 H1 I1
A2 B2 C2 D2 E2 F2 G2 H2 I2
A2 B2 C2 D2 E2 F2 G2 H2 I2
A3 B3 C3 D3 E3 F3 G3 H3 I3
A3 B3 C3 D3 E3 F3 G3 H3 I3
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
Home Page: Priority Account List Configuration · 19
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
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