Middlesex Savings Bank Deluxe Online Banking User Guide
First page
Table of contents
Next page
Last page
General Information
7
Security
7
Business Online Banking Overview
11
First Time Login
13
Logging In
15
Entering ID & Password
15
Home Page
17
Navigation
17
Account Details
19
Sending a Message
21
Transfers & Payments
22
Internal Transfer
22
Loan Payments
24
ACH Files
26
Tax Payment
27
Recipient Overview
29
Managing Recipients
30
Editing a Recipient
35
Deleting a Recipient
38
Related Company Overview
39
Adding a Related Company
40
Editing Related Company Info
42
Deleting Related Company Info
43
ACH TRANSACTIONS
44
ACH/Wire Templates Overview
44
Create a Template or Send a One-Time Payment
45
DOMESTIC AND INTERNATIONAL WIRES
55
Create a Template or Send a One-Time Payment
55
ADDITIONAL PAYMENT FEATURES
61
Viewing, Approving or Canceling a Transaction
61
Splitting a Payment
64
Editing a Template
66
Deleting a Template
67
Payment From File
68
eDeposits
70
Activity Center
71
Account Services
73
Online Statements
73
Stop Payment
74
Check Reorder
76
Administration
78
Editing Company Limits
78
Company Limits- Approval Limits
86
Company Limits Tester
88
Statement Delivery
94
Account Preferences
95
Set Alerts
96
Security Alerts
98
Security Settings
100
User Roles Overview
102
Creating, Editing or Copying a User Role
104
User Role Policy Tester
114
User Roles- Delete Allowed Actions
117
Deleting a User Role
120
Users Overview
121
Editing a User
123
Delete a User
124
Locations
125
Branches and ATMs
125
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