R Bank Business Online Banking User Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................5 First Time Login.............................................................................................................6 Logging In.......................................................................................................................7 Logging Off.............................................................................................................................. 7 Resetting A Forgotten Password.................................................................................8 Home Page Home Page Overview..................................................................................................10 Account Summary Overview............................................................................................... 11 Account Details Overview...........................................................................................12 Quick Transfer.............................................................................................................14 Account Grouping.......................................................................................................15 Editing a Group Name......................................................................................................... 16 Deleting a Group.................................................................................................................. 16 Security Protecting Your Information......................................................................................17 General Guidelines............................................................................................................... 17 Login ID and Password........................................................................................................ 17 Fraud Prevention.................................................................................................................. 17 Security Preferences...................................................................................................18 Change Password................................................................................................................. 18 Change Login ID................................................................................................................... 19 Secure Delivery..................................................................................................................... 20 Alerts Overview............................................................................................................21 Date Alerts............................................................................................................................. 22 Account Alerts....................................................................................................................... 23 History Alerts........................................................................................................................ 24 Online Transaction Alerts.................................................................................................... 25 Security Alerts Overview.............................................................................................26 Edit Delivery Preferences.................................................................................................... 26 Secure Message Overview. ........................................................................................27 Sending a Secure Message.........................................................................................28 Transactions Moving Money Overview............................................................................................29 Funds Transfer.............................................................................................................30 Activity Center Overview. ...........................................................................................32 Using Filters........................................................................................................................... 33 Creating or Deleting Custom Views Using Favorites........................................................ 33

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