Getting Started | 7 |
Business Online Banking Overview | 7 |
Users | 7 |
Recipients | 7 |
User Enrollment | 8 |
Retrieve Forgotten Sign in Information | 8 |
Desktop | 9 |
Mobile | 11 |
Logging Off | 11 |
Accounts Page | 12 |
Accounts Page Overview | 12 |
Desktop | 12 |
Desktop Account Details | 13 |
Mobile | 15 |
Desktop Account Preferences | 17 |
Edit Account Name | 17 |
Hide Account | 18 |
Unhide Account | 18 |
Mobile Account Preferences | 19 |
Edit Account Name | 19 |
Hide Account | 20 |
Unhide Account | 20 |
Viewing a Transaction Image | 21 |
Desktop | 21 |
Mobile | 22 |
Attaching an Image to a Transaction | 23 |
Desktop | 23 |
Mobile | 24 |
Accounts Groups Dashboard View | 25 |
Add New Group | 25 |
Managing Account Groups | 26 |
Security | 27 |
Protecting Your Information | 27 |
General Guidelines | 27 |
Login ID and Password | 27 |
Fraud Prevention | 27 |
Alerts Overview | 28 |
Desktop Delivery Preferences | 28 |
Mobile Delivery Preferences | 29 |
Editing Alerts | 30 |
Security Alerts | 30 |
Account Alerts | 31 |
Secure Message Overview | 32 |
Sending a Secure Message | 33 |
Mobile Security | 34 |
Enabling Touch ID, Fingerprint Login or Face ID | 34 |
Enabling PIN Login | 37 |
Money Movement | 39 |
Make a Transfer | 39 |
Creating a Template | 39 |
Transfers | 41 |
Managing Transfers | 43 |
Editing or Deleting Templates | 44 |
Auto-Transfers | 45 |
Loan Payments & Transfers | 47 |
Creating a Template | 47 |
Initiating a Transaction | 49 |
Managing Loan Payments and Transfers | 51 |
Editing or Deleting Templates | 52 |
Bill Pay | 53 |
Bill Pay Overview | 53 |
Creating a Payee | 53 |
Editing a Payee | 55 |
Deleting a Payee | 56 |
Schedule Payments | 57 |
Desktop | 57 |
Mobile | 58 |
Recurring Payments | 59 |
Desktop | 59 |
Mobile | 60 |
Rush Delivery | 61 |
Editing a Payment | 62 |
Deleting a Payment | 63 |
Picture Pay | 64 |
Transfer Between My Accounts | 66 |
Adding an External Account Using Plaid | 66 |
Adding an External Account Manually | 68 |
Verifying an External Account | 69 |
Deleting an External Account | 70 |
Transferring Money | 71 |
Pay a Person | 72 |
Updating Preferences | 74 |
Wires and ACH Transactions | 75 |
Transaction Type Overview | 75 |
Business Online Banking Transaction Types | 75 |
Recipient Overview | 76 |
ACH Only - Adding a Recipient | 77 |
ACH Only - Recipient Account Detail | 78 |
ACH Only - Review | 80 |
ACH Only - Pay Now | 81 |
ACH & Wire - Adding a Recipient | 83 |
ACH & Wire - Receiving Bank Detail | 84 |
ACH & Wire - Receiver and Intermediary Detail | 87 |
ACH & Wire - Review | 88 |
ACH & Wire - Pay Now | 89 |
Domestic Wires Only - Adding a Recipient | 91 |
Domestic Wires Only - Receiving Bank Detail | 92 |
Domestic Wires Only - Receiver and Intermediary Detail | 94 |
Domestic Wires Only - Review | 95 |
Domestic Wires Only - Pay Now | 96 |
International Wires Only - Adding a Recipient | 98 |
International Wires Only - Receiving Bank Detail | 99 |
International Wires Only - Receiver and Intermediary Detail | 101 |
Review | 102 |
International Wires Only - Pay Now | 103 |
Editing a Recipient | 105 |
Deleting a Recipient | 106 |
Creating a Batch Payee List | 107 |
Importing a Batch from File | 111 |
Import ACH File | 111 |
Import Delimited File | 113 |
Import Fixed Length File | 117 |
Creating a New Payment | 120 |
Create a Payment | 120 |
One-time Payment | 123 |
Make Batch Payment | 124 |
Tax Payment | 128 |
ACH Batch Upload | 130 |
Editing a Batch | 134 |
Deleting a Batch | 135 |
Pay Again | 136 |
Pending Activity | 137 |
Editing a Transaction | 138 |
Deleting a Transaction | 139 |
Processed | 140 |
Dual Control Processing- | 141 |
Viewing, Approving or Denying a Transaction | 141 |
Desktop | 141 |
Mobile | 143 |
Positive Pay | 144 |
Check Postive Pay | 144 |
Uploading an Issuance File | 145 |
Merchant Capture | 147 |
Overview | 147 |
Scanning Items | 147 |
Repairing Items | 148 |
Completing Deposit | 149 |
Preferences | 149 |
Reporting | 150 |
Research | 151 |
Demand Deposit Marketplace | 152 |
View R&T Balances | 152 |
To Get Started | 152 |
Accounts | 153 |
Account Summary | 153 |
Transactions | 154 |
Opt-Outs | 154 |
Reports and Exporting Data | 155 |
Account Transaction Exports | 155 |
Creating a New Report | 155 |
Deleting an Existing Report | 156 |
Editing an Existing Report | 157 |
Running an Existing Report | 158 |
Exporting Multiple Account Statments | 159 |
Quicken Data Files | 160 |
Backing Up Data File | 160 |
Register a Quicken Data File with a Quicken ID | 160 |
Set Up an Account for Online Banking (Direct Connect) | 161 |
Updating Accounts: The One Step Update | 162 |
Services | 163 |
Manage Debit Card | 163 |
Disabling or Enabling a Card | 163 |
Stop Payment Request | 165 |
Single Check | 165 |
Range of Checks | 167 |
Reordering Checks | 169 |
Statement Delivery | 170 |
Settings | 172 |
Changing Account Order | 172 |
Locations | 173 |
Branches Desktop | 173 |
Branches Android | 174 |
Branches Apple | 175 |
ATMs | 176 |
Contact Us | 177 |
Important Phone Numbers | 177 |