Fidelity Bank Business Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New Business Enrollment	9
Logging In	10
Logging Off	10
Unlock/Forgot Password	11
Retrieve a Forgotten User ID	12
Multiple Profiles Overview	13
Security	14
Password Security Check	14
General Guidelines	14
Login ID and Password	14
Fraud Prevention	14
Alerts	15
Enrolling in Alerts	15
Enable/Disable Alerts	16
Editing Alerts	17
Notifications Settings	18
Notifications History	19
Administrators	20
Overview	20
Setting Up a New User	22
Setting Up a New User’s Entitlements	25
Accounts (Mobile Deposit, Stop Payments)	26
ACH - Setting Limits	27
ACH - ACH Pass-Thru (i.e. NACHA Files)	27
ACH - Initiate	28
ACH - Manage Batches & Participants	28
ACH - SEC Codes	29
Bill Pay and Cards	29
Entitlements	29
Transfers	30
Wires	31
Zelle®	32
Account	33
Profiles	33
Editing a User’s Entitlements	34
Deleting a User	36
Accounts	37
Account Summary	37
Account Details Overview	39
Edit Accounts View	41
Download Transactions	42
Statements & Notices	43
Viewing Your Statements	43
Stop Payments	44
Written Check	44
Single Check or Range of Checks	45
Stop Payment History	46
WebConnect	47
WebConnect Overview	47
Fraud Prevention	48
Fraud Prevention Overview	48
Transfer & Pay	49
Internal Transfers & Loan Payments	49
External Transfers	51
Adding an External Account	51
Verifying an External Account	53
Deleting an External Account	54
Making an External Account Transfer	55
Editing an External Account Transfer	57
Deleting an External Account Transfer	58
Transfer Activity	59
Editing Transfers	59
Canceling Transfers	61
Intrabank Accounts	62
Adding an Intrabank Transfer Account	62
Deleting an Intrabank Transfer Account	63
Bill Pay	64
Enrollment	64
Overview	65
Adding a Bill	66
Known Company	66
Unknown Company	68
Person	69
Editing a Biller	70
Deleting a Biller	71
eBills	72
Schedule Payments	73
Automatic Payments	74
Editing Pending Payments	76
Cancel Pending Payments	77
Viewing Transaction Details	78
Single Transaction	78
Creating a Reminder	79
Editing Reminders	81
Deleting Reminders	82
Card Services	83
SpendTrack Overview	83
Through Online Banking	83
Direct Login	84
Mobile App	84
Add a Card to a Digital Wallet	85
Add a Card to Your Wallet App	85
Zelle®	86
Send Money with Zelle® Setup	86
Initial Setup	86
Adding a Recipient	88
Send Money with Zelle®	89
Request Money with Zelle®	91
Split Payment with Zelle®	92
Editing a Pending Payment	93
Canceling Pending Activity	94
Zelle® Settings	95
ACH	96
Adding an ACH Participant	96
Editing an ACH Participant	98
Deleting an ACH Participant	99
Payment Template Overview	100
Creating a Template	101
Adding Participants to a Template	103
Manual	103
Importing Participants Using a CSV File	105
Finalizing a Template	107
Initiating a One-Time Template	108
Initiating a Recurring Template	109
Editing a Template	111
Deleting a Template	112
One-Time ACH Payment	113
ACH Activity Overview	116
Canceling an ACH Batch	117
NACHA Import	118
Customize Participant Import	121
Participant Import Templates	121
Import Participants from a CSV File	123
Import Templates and Participants from a NACHA File	124
Non-NACHA Import	125
Wires	126
Adding a Domestic Wire Payee	126
Payee Information	126
Payee Financial Information	127
Intermediary Financial Institution (Optional)	128
Additional Intermediary Financial Institution (Optional)	129
Save Payee	129
Adding an International Wire Payee	130
Payee Information	130
Payee Financial Information	131
Intermediary Financial Institution (Optional)	132
Additional Intermediary Financial Institution (Optional)	133
Save Payee	133
Editing a Wire Payee	134
Deleting a Wire Payee	135
Initiating a Wire	136
Wire Activity Overview	138
Editing a Wire Transfer	139
Canceling a Wire Transfer	140
Profile	141
Profile Updates	141
Contact Information	141
Change Password	142
Stopped Numbers	143
Statement Preference	144
Tax Documents	145
Settings	146
Authorized Devices	146
Fast Balances Devices	147
Deleting a Device	147
Fast Balances Accounts	148
Authorized Apps	149
Accepted Disclosures	150
Messages Overview	151
Sending a Secure Message	152
Mobile Banking	153
Download Mobile Application	153
Mobile Deposits	154
Deposit History	155
Authorized Device Enrollment (Biometrics)	156
Enroll an Authorized Device	156
Unenroll an Authorized Device	156
Fast Balances	157
Adding a Device	157
Deleting a Device	157
Adding an Account	158
To Use Fast Balances	158

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