Columbia Bank Business Online Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
6
New User Enrollment
6
Logging In
8
Logging Off
8
Resetting A Forgotten Password
9
Home Page
11
Home Page Overview
11
Account Summary Overview
13
Account Details Overview
14
Quick Transfer
16
Nickname Account
17
Account Grouping
18
Editing a Group Name
19
Deleting a Group
19
Security
20
Protecting Your Information
20
General Guidelines
20
Login ID and Password
20
Fraud Prevention
20
Security Preferences
21
Change Password
21
Change Login ID
22
Secure Delivery
23
Mobile Security Preferences
24
Enabling Touch ID or Fingerprint Login
24
Enabling Passcode Authentication
26
Disabling Passcode Authentication, Touch ID or Fingerprint Login
27
Enabling Face ID
28
Alerts Overview
29
Date Alerts
30
Account Alerts
31
History Alerts
32
Online Transaction Alerts
33
Security Alerts Overview
34
Edit Delivery Preferences
34
Secure Message Overview
35
Sending a Secure Message
36
Transfers
38
Funds Transfer
38
Individual Transfers
38
Multi-Account Transfers Overview
40
Multi-Account Transfers- Part 1 of 3: Info & Users
41
Multi-Account Transfers- Part 2 of 3: Schedule & Submit
42
Multi-Account Transfers- Part 3 of 3: Accounts & Amounts
44
Editing a Multi-Account Transfer Template
45
Deleting a Multi-Account Transfer Template
46
Activity Center Overview
47
Using Filters
48
Creating or Deleting Custom Views Using Favorites
48
Viewing, Approving or Canceling a Transaction
49
Single Transaction
49
Multiple Transactions
50
Wire Activity
51
Services
52
Stop Payment
52
Single Check
52
Multiple Checks
53
Reordering Checks
54
Tax Payment
56
Settings
58
Update Contact Information
58
Account Preferences
59
Home Page Preferences
60
Text Enrollment
61
Statement Delivery
63
Accessibility
64
Branches
65
Branches and ATMs
65
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