Fidelity Bank Business Online Banking User Guide

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Direct Login........................................................................................................................... 65 Mobile App............................................................................................................................ 65 Add a Card to a Digital Wallet....................................................................................66 Add a Card to Your Wallet App........................................................................................... 66 Zelle ® 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 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