Stanford Federal Credit Union Online Banking Guide for Business
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Table of contents
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Getting Started
7
New Online Banking Users
7
First Time Login
8
Logging In After The First Time
10
Logging Off
10
Resetting A Forgotten Password
11
My Accounts Page
13
My Accounts Page Overview
13
Account Details Overview
15
Quick Transfer
17
Account Grouping
18
Editing a Group Name
19
Deleting a Group
19
Security
20
Protecting Your Information
20
General Guidelines
20
Login ID and Password
20
Fraud Prevention
20
Security Preferences
21
Change Password
21
Change Login ID
22
Secure Delivery
23
Touch ID
24
Alerts Overview
26
Date Alerts
27
Account Alerts
28
History Alerts
29
Online Transaction Alerts
30
Security Alerts Overview
31
Editing Delivery Preferences
31
Secure Message Overview
32
Sending a Secure Message
33
Payments & Transfers
34
Moving Money Overview
34
Transfer Funds
35
Making a Payment
37
Manage Auto-Pay
38
Sending A Domestic Wire
39
Part 1 of 4: Adding a Recipient:
39
Part 2 of 4: Entering Recipient Amount
42
Part 3 of 4: Selecting an Account
43
Part 4 of 4: Review & Submit
44
Business Bill Pay
45
Overview
45
Creating a Payee
46
Editing or Deleting a Payee
47
Deleting a Biller
48
Making a Payment
49
Adding an Invoice
50
Editing or Canceling Pending Transactions
51
Adding an Authorized User
52
Managing Authorized Users
53
Commercial
54
Users Overview
54
User Management Overview
55
Editing an Existing User’s Rights
56
Part 1 of 5: Editing Transaction Type Rights
56
Part 2 of 5: Disabling a Transaction Type
58
Part 3 of 5: Editing Approval Limits for a Transaction Type
59
Part 4 of 5: Editing Rights to Access Features
60
Part 6 of 6: Editing Rights to Access Accounts
61
Deleting a User
62
Tools & Requests
63
Submitting A Travel Notice
63
Ordering Checks
64
Stop Payment on Check
65
Review Online Activity Overview
68
Using Filters
69
Creating or Deleting Custom Views Using Favorites
69
Viewing, Approving or Canceling a Transaction
70
Single Transaction
70
Multiple Transactions
71
Applying for a Loan
72
Applying for a Credit Card
73
Profile & Settings
74
Account Preferences
74
Mobile Deposits
75
Statements
76
Locations
77
Branches and ATMs
77
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