Fidelity Bank Business Online Banking User Guide

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Table of Contents Getting Started

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 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 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