Inwood National Bank User Guide Business Edition

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Table of Contents Getting Started

Business Online Banking Overview ..........................................................................10 Users...................................................................................................................................... 10 Recipients.............................................................................................................................. 10 Payments .............................................................................................................................. 10 Advanced Services ............................................................................................................... 10 Business Online Banking Transaction Types ................................................................... 11 Protecting Your Information......................................................................................12 General Guidelines .............................................................................................................. 12 Login ID and Password........................................................................................................ 12 Fraud Prevention ................................................................................................................. 12 Logging In.....................................................................................................................13 Logging Off ........................................................................................................................... 13 Resetting A Forgotten Password...............................................................................14 Home Page Home Page Overview .................................................................................................16 Asset Summary Overview................................................................................................... 18 Mobile Thumb Bar ......................................................................................................19 Account Details Overview ..........................................................................................20 Quick Transfer.............................................................................................................22 Nickname Account......................................................................................................23 Details & Settings........................................................................................................24 Account Grouping.......................................................................................................25 Editing a Group Name......................................................................................................... 26 Deleting a Group.................................................................................................................. 26 Transactions Transfer Funds ............................................................................................................27 Activity Center Overview ............................................................................................29 Using Filters .......................................................................................................................... 30 Creating or Deleting Custom Views Using Favorites ....................................................... 30 Editing Transactions ............................................................................................................ 31 Canceling Transactions ....................................................................................................... 32 eStatement Delivery ...................................................................................................33 eStatements ................................................................................................................34

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