Community Bank of the Bay User Guide

2-13-23

User Guide

Proud to be the first CDFI certified bank in California

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2023 Murphy & Company, Inc., FIS

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.

1

Getting Started

Welcome to Business Online Banking with Community Bank of the Bay! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Online Banking experience easy and convenient. By adding powerful commercial products and features, CBB provides you with the tools your business needs to achieve its goals. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Business Online Banking process. If you have additional questions, contact us at (510) 433-5400.

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................5 Company Administration. ..................................................................................................... 5 Logging In.......................................................................................................................6 Home Home Overview.............................................................................................................7 Accounts Account Details Overview.............................................................................................8 Alerts Alerts Overview............................................................................................................10 Create a New Alert. .....................................................................................................11 Edit an Alert..................................................................................................................12 Delete an Alert.............................................................................................................13 Contact Options...........................................................................................................14 Add an Email......................................................................................................................... 15 Activate an Email.................................................................................................................. 15 Add a Mobile Number. ........................................................................................................ 16 Activate a Mobile Number................................................................................................... 16 Do Not Disturb...................................................................................................................... 16 Edit Do Not Disturb.............................................................................................................. 17 Delete Do Not Disturb. ........................................................................................................ 17 Secure Inbox................................................................................................................18 Profile Resetting Your Password............................................................................................19 Editing Challenge Questions......................................................................................20 Tokens. .........................................................................................................................21 Editing Your Token............................................................................................................... 21 Deleting Your Token............................................................................................................. 22 Adding A New Device........................................................................................................... 23 Internal Transfers New Transfer. ..............................................................................................................26 Issued Transfers..........................................................................................................28 Edit a Transfer....................................................................................................................... 28 Delete a Transfer.................................................................................................................. 30

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ACH New Payment...............................................................................................................31 New Collection.............................................................................................................34 ACH File Import............................................................................................................38 NACHA Files........................................................................................................................... 40 Non-NACHA Files.................................................................................................................. 42 ACH Activity..................................................................................................................46 Copy an ACH Transaction.................................................................................................... 46 Edit an ACH Transaction...................................................................................................... 47 Delete an ACH Transaction. ................................................................................................ 48 Create a ACH Payment Template..............................................................................49 Create a ACH Collection Template............................................................................52 Edit a Template Group................................................................................................55 Edit an ACH Template.................................................................................................56 Delete an ACH Template. ...........................................................................................57 Use an ACH Template.................................................................................................58 ACH Activity Reports. ..................................................................................................59 ACH Template Reports. ..............................................................................................60 Wires New Domestic Wire.....................................................................................................61 Digital Signature................................................................................................................... 63 New International Wire...............................................................................................64 Digital Signature................................................................................................................... 66 New Domestic Correspondent Wire.........................................................................67 Digital Signature................................................................................................................... 70 New International Correspondent Wire...................................................................71 Digital Signature................................................................................................................... 74 New Wire Transfer Using Existing Transfer. ............................................................75 Import Wire Transfer. .................................................................................................77 Changing Wire Transfer..............................................................................................78 Deleting Wire Transfer................................................................................................79 Create a Wire Template..............................................................................................80 Domestic Wire Template..................................................................................................... 81 International Wire Template............................................................................................... 82 Domestic Correspondent Wire Template.......................................................................... 84 International Correspondent Wire Template. .................................................................. 86 Editing a Wire Template. ............................................................................................88 Deleting a Wire Template...........................................................................................89 Wire Via Template. ......................................................................................................90 Digital Signature................................................................................................................... 91 Import Wire Using Template......................................................................................92 Multiple Wire Transfer Using Template....................................................................93

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Bill Pay Overview.......................................................................................................................94 Adding a Bill. ................................................................................................................95 Known Company.................................................................................................................. 95 Unknown Company. ............................................................................................................ 97 Person.................................................................................................................................... 98 Editing a Biller..............................................................................................................99 Deleting a Biller. ....................................................................................................... 100 Editing Pending Payments....................................................................................... 105 Cancel Pending Payments....................................................................................... 106 Viewing Transaction Details.................................................................................... 107 Single Transaction............................................................................................................. 107 Creating a Reminder................................................................................................ 108 Editing Reminders.................................................................................................... 110 Deleting Reminders.................................................................................................. 111 Checks & Deposits Stop Payments - Single Check................................................................................. 112 Stop Payments - Multiple Checks........................................................................... 114 Positive Pay Overview.................................................................................................................... 115 Item Review............................................................................................................... 116 Import Templates..................................................................................................... 118 Add Template..................................................................................................................... 118 Edit Template..................................................................................................................... 120 Delete Template................................................................................................................ 121 Import a File.............................................................................................................. 122 Import Exceptions.................................................................................................... 123 Items. ......................................................................................................................... 124 Add an Item........................................................................................................................ 125

5

Getting Started

Business Online Banking Overview

Whether you’re a large corporation or small organization, our Business Online Banking can efficiently serve you. Company Administration If your business only needs one person with access to Business Online Banking, you can set up a single user ID and password. This is typical for small companies who primarily use basic Online Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple user IDs and passwords for authorized employees. You can customize which employees get access to different features/accounts within Business Online Banking by establishing user entitlements.

Getting Started: Business Online Banking Overview

6

Getting Started

Logging In

Logging in is easy and only requires your username and password.

11 12 21 22 1 2 K L U V A B 1a 2a 1b 2b 1c 2c K L M N U V W A B C D 11a 12a 1a 2a 3a 4 1b 2b 3b 4 1c 2c 3c 4 11a 12a 13a 4 11b 12b 13b 1 1d 2d 3d 4 11c 12c C1 D 11d B2 C2 D A3 B3 C3 D 11b 12b 1d 2d 11c 12c 11d B2 A3 B3 11 12 13 1 21 22 23 2 1 2 3 4

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 11a 12a 13a 4e 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 11a 2a 13a 4e 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 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 2 13 14 15 16 17 18 19 20 2 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I J1 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 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

Getting Started: Logging In 2a 13a 4e 15a 16a 17a 18a 19a 20a 2b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d 2c C1 D1 E1 F1 G1 H1 I1 1. Click the Login button. 2. Click the Business Banking button. 3. Enter your username and password. 4. Click the Login button. 5. Answer the security question and click the Continue button. A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d J1

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Home

Home Overview

After logging in, you are taken directly to the Home page. From here you can navigate to every feature within Online Banking.

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J1 A. The navigation bar appears in every view across the top of the screen. You can navigate to online banking features by selecting the appropriate tab. B. Alerts: Know about changes to your finances and online security. Choose when and what alerts you get by email or text message. C. Accounts: Your accounts are displayed with their available balance. If you click an account, you are taken to the account information page. D. Payments and Transfers: View pending payments and transfers. E. Pay or Transfer: Quickly create and internal transfer or access bill pay. J2 J3

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Home: Home Overview

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Accounts

Account Details Overview Selecting an CBB account on the dashboard 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, so you stay organized and on top of your finances. 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

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Accounts: Account Details Overview 11c 12c C1 D1 E1 F1 G1 H1 I1 11d B2 C2 D2 E2 F2 G2 H2 I2 11d 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 11a 12a 13a 4e 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 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 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 11a 12a 13a 4e 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 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 J3

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Click the Accounts tab. A. Click the Download Transactions button to filter and download transactions. B. Current balance and available balance are displayed for each account. Click an account to view additional details. C. Sort your transactions by date, description, debit or credit. D. Filter and search the list of transactions. E. The Documents button allows you to search for ducuments.

Accounts: Account Details Overview

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Alerts

Alerts Overview When you create an alert through Online Banking, you specify the conditions that trigger that alert, so you stay on top of what’s important to you. Receive alert notifications by email, online options (Secure Inbox) and text messages. 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 1 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 2 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 2 3 4 15 16 17 18 19 20 1 3 4 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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Click the “Alerts” link on the Home tab. A. Overview: These are all of the alert subscriptions active on your account. You can view, edit, and delete alerts B. Alert Options: Create new alerts. C. Contact Options: Add and update alert contact options. D. Secure Inbox: View alerts that have been sent to your secure inbox. 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 4e 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 11c 2c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 1 a 12a 13a 4e 15a 16a 17a 18a 19a 20a 1 b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 1 c 12c C1 D1 E1 F1 G H1 I1 J2 11d B2 C2 D E2 F2 G H I2 J3 A3 B3 C3 D E3 F3 G H I3 2 3 4e 15a 16a 17a 18a 19a 20a 2 3 4 15b 16b 17b 18b 19b 20b 1 2 3 4 5 6d 7d 8d 9d J1 11c 12c C D E F1 G1 H I1 J2 11d B C D E F2 G H I2 J3 A B C D E F3 G H I3

Alerts: Alerts Overview

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Alerts

Create a New Alert

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J2 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 11a 12a 13a 4e 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

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Click the “Alerts” link on the Home tab. 1. Click the Alert Options tab. 2. Click the icon to expand an alert category. 3. Select an alert. 4. Select a notification method. 5. Click the Save button. J3

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Alerts: Create a New Alert

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Alerts

Edit an Alert

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Click the “Alerts” link on the Home tab. 1. Click the Edit button. 2. Make your changes and click the Save button. 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 11a 12a 13a 4e 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 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

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Alerts: Edit an Alert

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Alerts

Delete an Alert

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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 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 4e 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

Click the “Alerts” link on the Home tab. 1. Click the Delete button. 2. Click the Yes button.

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Alerts: Delete an Alert

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Alerts

Contact Options

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Click the “Alerts” link on the Home tab. 1. Click the Contact Options tab. 2. Select the time zone where you will receive alerts. 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

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Alerts: Contact Options

15

Add an Email

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 11 12a 13a 4e 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 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 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 J1 11c 12c C1 D1 E1 F1 G1 H1 I1 J2

Activate an Email 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. Click the Add Email button. 2. Enter the email and click the Save button. 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 11a 12a 13a 4e 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

11 12 13 1 21 22 23 2 1 2 3

11c 12c C1 D1 E1 F1 G1 H1 I1

11d B2 C2 D2 E2 F2 G2 H2 I2

1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C

A3 B3 C3 D3 E3 F3 G3 H3 I3

1. Click the Send Activation Code button. An activation code will be emailed to you. 2. Enter the activation code and click the Activate button. 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 5 6c 7c 8c 9c 10d

11a 12a 13a 4e 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

1d 2d 3d

11a 12a 13a

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

Alerts: Contact Options

11b 12b 13b

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

11c 12c C1 11d B2 C2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

16

Add a Mobile Number

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

J1 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3 K L M U V W A B C J2 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11 12 13 21 22 23 1 2 3 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D

J1 11a 12a 13a 4e 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 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

1. Click the Add Mobile button. 2. Select a country. 3. Enter the mobile number and click the Save button. 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 11a 12a 13a 4e 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 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 11c 12c C1 D1 E1 F1 G1 H1 I1

Activate a Mobile Number

J2

1. Click the Send Activation Code button. An activation code will be texted to you. 2. Enter the activation code and click the Activate button. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11d B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 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 11d B2 C2 D2 E2 F2 G2 H2 I2 11c 12c C1 D1 E1 F1 G1 H1 I1

J3 1a 2a 3a 1b 2b 3b 1c 2c 3c

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 4e 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 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 1 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d 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 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 4e 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 11a 12a 13a 4e 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2

Do Not Disturb

1d 2d 3d

11a 12a 13a

11b 12b 13b

11c 12c C1 11d B2 C2 A3 B3 C3

J1 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 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

1. Click the Set Up button. 2. Enter a start time and end time. 3. Click the Save button.

Alerts: Contact Options

17

Edit Do Not Disturb

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 11a 12a 13a 4e 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

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 1. Click the Edit button. 2. Make your changes and click the Save button.

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 4e 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 Delete Do Not Disturb 1. Click the Delete button. 11c 12c C1 D1 E1 F1 G1 H1 I1 J1

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

J2

11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 8

1a 2a 3a 4a 5a 6a 7a 8 1b 2b 3b 4b 5b 6b 7b 8 1c 2c 3c 4c 5c 6c 7c 8 11a 12a 13a 4e 15a 16a 17a 1 11b 12b 13b 14b 15b 16b 17b 1 1d 2d 3d 4d 5d 6d 7d 8 K L M N O P Q U V W X Y Z A B C D E F G H 11c 12c C1 D1 E1 F1 G1 H 11d B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Alerts: Contact Options

18

Alerts

Secure Inbox

Stay on top of important dates or changes to your account by view alerts sent to your secure inbox. Click the “Alerts” link on the Home tab. 1. Click the Secure Inbox tab.

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 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 4e 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 11a 12a 13a 4e 1 11b 12b 13b 14b 15 1d 2d 3d 4d 5 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5

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 4e 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 A. Select a message to view more details. B. Click the Mark As Read button to mark a message as read. C. Click the Delete button to delete a message.

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

J1 11c 12c C1 D1 E 11d B2 C2 D2 E A3 B3 C3 D3 E

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

11c 12c C1 D1 E1 F1 G1 H1 I1

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Alerts: Secure Inbox

19

Profile

Resetting Your Password

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3

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

Click the “Profile” link on the Home tab. 1. Click the “Edit” link within the password section. 2. Enter your current password. 3. Enter and confirm the new password. 4. Click the Save button. J1 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d 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 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 4e 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 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 11a 12a 13a 4e 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 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 11a 12a 13a 4e 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 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 J1 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

Profile: Resetting Your Password

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

20

Profile

Editing Challenge Questions

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3

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

Profile: Editing Challenge Questions 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 4e 15a 16a 17a 18a 19a 20a 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 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 Click the “Profile” link on the Home tab. 1. Click the “Edit” link within the challenge questions section. 2. Edit your challenge questions and answers. 3. Click the Save button. 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

21

Profile

Tokens

Editing Your Token

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3 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 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 11a 12a 13a 4e 15a 16a 17a 18a 19a 20 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 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

Click the “Profile” link on the Home tab. 1. Click the “View” link within the token section. 2. Click the Edit button. 3. Edit the device nickname and click the Update Device button. 10a a 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 4e 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 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

11c 12c C1 D1 E1 F1 G1 H1 I1

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Profile: Tokens

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

22

Deleting Your Token

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11a 12a 13a 4e 15 11b 12b 13b 14b 15 1d 2d 3d 4d 5d 11c 12c C1 D1 E1 11d B2 C2 D2 E2 A3 B3 C3 D3 E3

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 11a 12a 13a 4e 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

Click the “Profile” link on the Home tab. 1. Click the “View” link within the token section. 2. Click the Delete button. 3. Click the Delete Device button.

Profile: Tokens

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

23

Adding A New Device

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 4e 11b 12b 13b 14b 1d 2d 3d 4d 11c 12c C1 D1 11d B2 C2 D2 A3 B3 C3 D3

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

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

Click the “Profile” link on the Home tab. 1. Click the “View” link within the token section. 2. Click the Add Device button. 3. Enter your password or PIN and click the Begin Verification button. 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d 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 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

A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 4e 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

11c 12c C1 D1 E1 F1 G1 H1 I1

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

Profile: Tokens

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

24

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 11a 12a 13a 4e 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 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 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

4. Answer the security question and click the Complete Verification button. 5. (Optional) For detailed instructions on downloading and starting the DIGIPASS for Business Banking app, click the “downloading and starting the app are available” link. 6. Click the Begin Activation button. J2 J3 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 M N O P Q R S T W X Y Z C D E F G H I 11c 12c C1 D1 E1 F1 G1 H1 I1 11d B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 3 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 4e 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 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 13a 4e 15a 16a 17a 18a 19a 20a 3d 4d 5d 6d 7d 8d 9d

J1

11c 12c C1 D1 E1 F1 G1 H1 I1

13b 14b 15b 16b 17b 18b 19b 20b

J2

11d B2 C2 D2 E2 F2 G2 H2 I2

J1

c C1 D1 E1 F1 G1 H1 I1

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

C2 D2 E2 F2 G2 H2 I2

J2

J3

C3 D3 E3 F3 G3 H3 I3

Profile: Tokens

25

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 11a 12a 13a 4e 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

10 4 15 16 17 18 19 20 4 25 26 27 28 29 30 4 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10 5 16 17 18 19 20 5 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4e 15a 16a 17a 18a 19a 20a 4d 5d 6d 7d 8d 9d 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 4e 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d 4b 15b 16b 17b 18b 19b 20b 5a 16a 17a 18a 19a 20a J1 D1 E1 F1 G1 H1 I1 5b 16b 17b 18b 19b 20b D2 E2 F2 G2 H2 I2 E1 F1 G1 H1 I1 J3 D3 E3 F3 G3 H3 I3 E2 F2 G2 H2 I2 J1 J2 E3 F3 G3 H3 I3 12c C1 D1 E1 F1 G1 H1 I1

J1

11c 12c C1 D1 E1 F1 G1 H1 I1 J2 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 J3 J2 10 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 29 30 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 J1 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 4e 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 7. Use the DIGIP SS for Business Banking app to scan the devi e code. 8. Enter the device code shown within the app. 9. Enter a device nickname. 10. Click the Continue button. 11. Use the DIGIPASS for Business Banking app to scan the device code. 12. Enter the one-time password. 13. Click the Complete Activation button. J2 J3 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 11c 12c C1 D1 E1 F1 G1 H1 I1 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 1a 2a 13a 4e 5a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 11d 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 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 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 11d B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

B2 C2 D2 E2 F2 G2 H2 I2

B3 C3 D3 E3 F3 G3 H3 I3

Profile: Tokens

J3

J1

A3 B3 C3 D3 E3 F3 G3 H3 I3

11c 12c C1 D1 E1 F1 G1 H1 I1

26

Internal Transfers

New Transfer

Use the Internal Transfer feature when you need make a one-time or recurring transfer between your CBB accounts. These transactions go through automatically, so your money is always where you need it to be.

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 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 4e 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13 4e 15 16 17 18 19 20 12b 13 14 15 16 17 18 19 20 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z 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 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 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 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 11a 12a 13a 4e 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

In the Payments & Transfers tab, click Internal . 1. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 2. Enter the date to process the transaction. 3. If you would like to set up a recurring transfer, follow the steps below. a. Check the box next to repeat. b. Use the drop-down to select a frequency. c. Decide when the transfer will end. 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d 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 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 4e 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 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 13a 4e 15a 16a 17a 18a 19a 20a 13b 14b 15b 16b 17b 18b 19b 20b 3d 4d 5d 6d 7d 8d 9d J M N O Q R S T W X Y Z C D E F G H I 0 14 15 16 17 18 19 0 24 25 26 27 28 29 30 4 5 6 7 8 9 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4e 5a 6a 17a 8a 9a 20a 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 11c 12c C1 D1 E1 F1 G1 H1 I1 J2 11d B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 12c C1 D1 E1 F1 G1 H1 I1 J2 B2 C2 D2 E2 F2 G2 H2 I2 J3 B3 C3 D3 E3 F3 G3 H3 I3 J1 12c C1 D1 E1 F1 G1 H1 I1 J2 B2 C2 D2 E2 F2 G2 H2 I2 J3 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

J1

J3

J1

C1 D1 E1 F1 G1 H1 I1 14b 15b 16b 17b 18b 19b 20b

4. Enter the amount to transfer. 5. (Optional) Enter a description. J2 J1

C2 D2 E2 F2 G2 H2 I2 D1 E1 F1 G1 H1 I1 C3 D3 E3 F3 G3 H3 I3 D2 E2 F2 G2 H2 I2 J2

J3

J3

D3 E3 F3 G3 H3 I3

Internal Transfers: New Transfer

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