Columbia Bank Business Online Banking Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................6 Logging In.......................................................................................................................8 Logging Off.............................................................................................................................. 8 Resetting A Forgotten Password.................................................................................9 Home Page 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 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