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
Card Services
64
SpendTrack Overview
64
Through Online Banking
64
Direct Login
65
Mobile App
65
Add a Card to a Digital Wallet
66
Add a Card to Your Wallet App
66
Zelle®
67
Send Money with Zelle® Setup
67
Initial Setup
67
Adding a Recipient
69
Send Money with Zelle®
70
Request Money with Zelle®
72
Split Payment with Zelle®
73
Editing a Pending Payment
74
Canceling Pending Activity
75
Zelle® Settings
76
ACH
77
Adding an ACH Participant
77
Editing an ACH Participant
79
Deleting an ACH Participant
80
Payment Template Overview
81
Creating a Template
82
Adding Participants to a Template
84
Manual
84
Importing Participants Using a CSV File
86
Finalizing a Template
88
Initiating a One-Time Template
89
Initiating a Recurring Template
90
Editing a Template
92
Deleting a Template
93
One-Time ACH Payment
94
ACH Activity Overview
97
Canceling an ACH Batch
98
NACHA Import
99
Customize Participant Import
102
Participant Import Templates
102
Import Participants from a CSV File
104
Import Templates and Participants from a NACHA File
105
Non-NACHA Import
106
Wires
107
Adding a Domestic Wire Payee
107
Payee Information
107
Payee Financial Information
108
Intermediary Financial Institution (Optional)
109
Additional Intermediary Financial Institution (Optional)
110
Save Payee
110
Adding an International Wire Payee
111
Payee Information
111
Payee Financial Information
112
Intermediary Financial Institution (Optional)
113
Additional Intermediary Financial Institution (Optional)
114
Save Payee
114
Editing a Wire Payee
115
Deleting a Wire Payee
116
Initiating a Wire
117
Wire Activity Overview
119
Editing a Wire Transfer
120
Canceling a Wire Transfer
121
Profile
122
Profile Updates
122
Contact Information
122
Change Password
123
Stopped Numbers
124
Statement Preference
125
Tax Documents
126
Settings
127
Authorized Devices
127
Fast Balances Devices
128
Deleting a Device
128
Fast Balances Accounts
129
Authorized Apps
130
Accepted Disclosures
131
Messages Overview
132
Sending a Secure Message
133
Mobile Banking
134
Download Mobile Application
134
Mobile Deposits
135
Deposit History
136
Authorized Device Enrollment (Biometrics)
137
Enroll an Authorized Device
137
Unenroll an Authorized Device
137
Fast Balances
138
Adding a Device
138
Deleting a Device
138
Adding an Account
139
To Use Fast Balances
139
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