Spencer Savings Bank Cash Management Guide

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Table of Contents Table of Contents

Business Online Banking Overview ............................................................................9 Users........................................................................................................................................ 9 Recipients................................................................................................................................ 9 Business Online Banking Transaction Types.................................................................... 10 Getting Started New User Enrollment .................................................................................................11 Logging In.....................................................................................................................13 Logging Off ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................14 Home Page Home Page Overview .................................................................................................16 Asset Summary Overview................................................................................................... 18 Account Details Overview ..........................................................................................19 Quick Transfer.............................................................................................................21 Account Nickname......................................................................................................22 Details & Settings........................................................................................................23 Account Grouping.......................................................................................................24 Editing a Group Name......................................................................................................... 25 Deleting a Group.................................................................................................................. 25 Security Protecting Your Information......................................................................................26 General Guidelines .............................................................................................................. 26 Login ID and Password........................................................................................................ 26 Fraud Prevention ................................................................................................................. 26 Security Preferences...................................................................................................27 Change Password ................................................................................................................ 27 Change Login ID ................................................................................................................... 28 Secure Delivery .................................................................................................................... 29 Mobile Security Preferences......................................................................................30 Enabling Touch ID or Fingerprint Login ............................................................................ 30 Enabling Passcode Authentication .................................................................................... 32 Enabling Face ID................................................................................................................... 33 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 34 Apple Watch ®.............................................................................................................................................................................................. 35 Apple Watch ® Setup............................................................................................................. 35 Viewing Balances and Transactions .................................................................................. 35