Community First Credit Union: A Quick & Easy Guide to Business Online Banking

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Users........................................................................................................................................ 7 New User Enrollment....................................................................................................8 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Asset Summary Overview................................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 User ID and Password......................................................................................................... 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change User ID..................................................................................................................... 22 Secure Access Code Delivery.............................................................................................. 23 Alerts Overview............................................................................................................24 Date Alerts............................................................................................................................. 25 Account Alerts....................................................................................................................... 26 History Alerts........................................................................................................................ 27 Online Transaction Alerts.................................................................................................... 28 Security Alerts Overview.............................................................................................29 Edit Delivery Preferences.................................................................................................... 29 Secure Messaging Secure Message Overview. ........................................................................................30 Sending a Secure Message.........................................................................................31 Transactions Overview Moving Money Overview............................................................................................32