Middlesex Savings Bank Deluxe Online Banking User Guide

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DELUXE ONLINE BANKING USER GUIDE

Table of Contents

PLEASE CLICK ON A TOPIC TO BE TAKEN TO THAT SECTION OF THE GUIDE.

GENERAL INFORMATION Security......................................................................... 5 Business Online Banking Overview................................ 9 First Time Login........................................................... 11 LOGGING IN Entering ID & Password............................................... 13 HOME PAGE Navigation................................................................... 15 Account Details........................................................... 17 Sending a Message. .................................................... 19 TRANSFERS & PAYMENTS Internal Transfer.......................................................... 20 Loan Payments............................................................ 22 ACH Files.................................................................... 24 Tax Payment................................................................ 25 Recipient Overview...................................................... 27 Managing Recipients................................................... 28 Editing a Recipient. ..................................................... 33 Deleting a Recipient. ................................................... 36 Related Company Overview. ........................................ 37 Adding a Related Company. ........................................ 38 Editing Related Company Info...................................... 40 Deleting Related Company Info.................................... 41