Fidelity Bank Business Online Banking User Guide

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Transfers

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1. Check the box next to “Transfers” to enable the entitlement and expand the options. 2. Maximum Transaction Limit/Maximum Daily Limit: Leave this field with a dash, to indicate there is no limit/unlimited, or enter the desired transfer limits. This will allow the user to move money internally between business accounts at Fidelity Bank. 3. Use the drop-down to select the required number of approvals. 4. External Transfers: uncheck this box if the user should not have access to conduct External Transfers (move money to/from accounts at another institution) and/or manage External/Intrabank (unlinked) accounts. 5. To enable specific access, check the boxes next to the entitlements you would like to enable. If necessary, enter a limit for each transaction type.

Administrators: Setting Up a New User’s Entitlements