NCB National Cooperative Bank Treasury 24/7 User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Business Online Banking Transaction Types...................................................................... 7 Logging Off.............................................................................................................................. 9 Resetting a Forgotten Password................................................................................10 Home Page Home Page Overview..................................................................................................12 Account Details Overview...........................................................................................15 Details & Settings........................................................................................................17 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Account Grouping.......................................................................................................20 Editing a Group..................................................................................................................... 21 Add an Account to a Group................................................................................................. 22 Deleting a Group.................................................................................................................. 23 Security Protecting Your Information......................................................................................24 General Guidelines............................................................................................................... 24 Login ID and Password........................................................................................................ 24 Fraud Prevention.................................................................................................................. 24 Security Preferences...................................................................................................25 Change Password................................................................................................................. 25 Change Login ID................................................................................................................... 26 Secure Delivery..................................................................................................................... 27 Alerts Overview............................................................................................................28 Account Alerts....................................................................................................................... 29 History Alerts........................................................................................................................ 30 Non-Online Transaction Alerts........................................................................................... 31 Online Transaction Alerts.................................................................................................... 32 Secure Message Overview.........................................................................................33 Sending a Secure Message.........................................................................................34 eStatements Statements...................................................................................................................35 Settings Accessibility..................................................................................................................36

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