Webster Five Digital Banking Business User Guide Desktop

DIGITAL BANKING BUSINESS USER GUIDE DESKTOP

II

Published by Murphy & Company, Inc. 13610 Barrett Office Dr

St. Louis, MO 63021 www.mcompany.com

© 2009-2019 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken is a registered trademark of Intuit, Inc. Macintosh is a registered trademark of Apple Computer, Inc. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Malauzai Software, Inc. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

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Welcome to Digital Banking!

Welcome to Business Digital Banking with Webster Five! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Digital Banking experience easy and convenient. By adding powerful commercial products and features, Webster Five provides you with the complex tools your business needs to achieve its goals. Business Digital Banking shares similar features with our personal accounts, but this guide is designed to direct you through business only features. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you through the Business Digital Banking process. If you have additional questions, contact us at 800.696.9401.

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Table of Contents Getting Started

Business Digital Banking Overview.............................................................................5 Users........................................................................................................................................ 5 Recipients................................................................................................................................ 5 Transaction Type Overview..........................................................................................6 Business Digital Banking Transaction Types....................................................................... 6 Logging In After Enrollment.........................................................................................7 Logging Off.............................................................................................................................. 7 Transactions Page Transactions Page Overview........................................................................................8 Account Settings................................................................................................................... 10 Edit Nickname....................................................................................................................... 10 Hide Account......................................................................................................................... 11 Unhide Account.................................................................................................................... 11 Viewing and Printing a Transaction Image...............................................................12 Attaching an Image to a Transaction........................................................................13 Security Protecting Your Information......................................................................................14 General Guidelines............................................................................................................... 14 Login ID and Password........................................................................................................ 14 Fraud Prevention.................................................................................................................. 14 Alerts Delivery Options...............................................................................................15 Account Alerts....................................................................................................................... 16 Security Alerts....................................................................................................................... 17 Secure Messaging Overview......................................................................................18 Sending a Secure Message.........................................................................................19 Transaction Types Moving Money Overview............................................................................................20 Transfers.......................................................................................................................21 Managing Transfers............................................................................................................. 23 Loan Transfers.............................................................................................................24 Managing Loan Transfers.................................................................................................... 26 Services Stop Payment Request...............................................................................................27 Single Check ......................................................................................................................... 27 Range of Checks................................................................................................................... 29

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Manage Cards..............................................................................................................31 Disabling or Enabling a Card............................................................................................... 31 Merchant Controls............................................................................................................... 32 Spending Controls................................................................................................................ 33 Transaction Controls............................................................................................................ 34 Travel and Location Controls.............................................................................................. 35 Reordering Checks......................................................................................................36 Account Reporting.......................................................................................................37 Creating a New Report. ....................................................................................................... 37 Deleting an Existing Report................................................................................................. 38 Running an Existing Report................................................................................................. 39 Changing Account Order............................................................................................40 Profile............................................................................................................................41 Locations Branches and ATMs....................................................................................................42 Contact Us Important Phone Numbers........................................................................................43 Business Banking Users Overview............................................................................................................44 User Management Overview.............................................................................................. 45 Adding a New User .............................................................................................................. 46 Part 1 of 3: Establishing Transaction Type Entitlements................................................. 48 Part 2 of 3: Disabling a Transaction Type.......................................................................... 49 Part 3 of 3: Editing Approval Limits for a Transaction Type............................................ 50 Editing an Existing User’s Entitlements.....................................................................51 Resetting an Existing User’s Password.....................................................................52 Recipient Overview......................................................................................................53 Part 1 of 7: Adding a Recipient............................................................................................ 54 Part 2 of 7: ACH Only—Entering Information................................................................... 55 Part 3 of 7: Domestic Wires Only—Receiving Bank Detail............................................... 57 Part 4 of 7: Domestic Wires Only—Receiver and Intermediary Detail........................... 59 Part 5 of 7: International Wires Only—Beneficiary Bank Detail..................................... 60 Part 6 of 7: International Wires Only—Receiver and Intermediary Detail.................... 62 Part 7 of 7: Review................................................................................................................ 63 Editing a Recipient.......................................................................................................64 Deleting a Recipient....................................................................................................65 Creating a Batch Payee List........................................................................................66

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Importing a Batch from File.......................................................................................70 Import ACH File..................................................................................................................... 70 Import Delimited File........................................................................................................... 72 Edit Existing Batch................................................................................................................ 74 Import Fixed Length File...................................................................................................... 76 Creating a New Payment............................................................................................79 Create a Payment................................................................................................................. 79 Make Batch Payment........................................................................................................... 81 Import Batch Payee List..............................................................................................84 Editing a Batch.............................................................................................................86 Deleting a Batch. .........................................................................................................87 Activity...........................................................................................................................88 Viewing, Approving or Denying a Transaction.........................................................89

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5

Getting Started

Business Digital Banking Overview Whether you’re an enterprise, large corporation or small organization, our flexible Business Digital Banking can efficiently serve your needs. Depending on your size, the first steps in banking online are setting up your users and recipients. After setting up these key entities, you can jump right in and experience our state-of- the-art system! Users If your business only needs one person with access to Business Digital Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic Business Digital Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple user IDs and passwords for authorized employees. You can customize which employees get access to different features within Business Digital Banking by establishing user

entitlements. Recipients

Recipients are people or businesses to whom you send or collect money using a payment feature offered through Business Digital Banking. After creating a profile for each recipient, you can choose the method to send them money and view the respective transaction details. Each created recipient saves within the system, so you can quickly and easily make future payments.

Getting Started: Business Digital Banking Overview

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Various types of payment methods are offered through Business Digital Banking including wire and ACH transfers. While both methods are quick, electronic payments, ACH transactions can be sent as a single or batch process, and funds are typically available the next business day. Wires are the fastest way to transfer money however, there are additional fees for the sender and the recipient of a wire transfer. Please contact us at 800.696.9401 for a full list of wire and ACH fees or if you have any questions. Business Digital Banking Transaction Types Transaction Type Overview

Type

Description

Upload a NACHA-formatted file.

ACH Upload

ACH

Send a payment to one recipient.

ACH Batch

Send a payment to several recipients.

Import a list of recipients and amounts.

ACH Import

Domestic Wire

Send a wire to a recipient within the US.

Send a wire to a recipient in a different country.

International Wire

ACH Payroll

Send payroll to several recipients.

Getting Started: Transaction Type Overview

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Logging In After Enrollment

After your first-time enrollment, logging in is easy and only requires your Company ID, Username and password.

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1. Click the “Business Banking Login” link. 2. Enter your company ID, username, and password. 3. Click the Log In button.

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Note : If you enter an incorrect password too many times, your account will be temporarily locked. Contact us at 800.696.9401 for assistance. If you’ve locked yourself out of your application with too many incorrect password attempts, you can also use the steps in the “Resetting a Forgotten Password” section below to reset your password. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d Logging Off For your security, you should always log off when you finish your digital banking A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1

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session. You may also be logged out due to inactivity. In the at the top right corner of the page, click Log Out . 1. Close your browser. A3 B3 C3 D3 E3 F3 G3 H3 I3

Getting Started: Logging In After Enrollment

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Transactions Page

Transactions Page Overview After logging in, you are taken directly to the Transactions page. This page is divided into three convenient sections to help you navigate to every feature within Business Digital Banking. Here you can view account balances, summaries and more! 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J A1 B1 C D1 E F G H I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 8a 19a 20a 11b 12b 13b 14b 15b 16b 17b 8b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 1 b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 J2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J A1 B1 C1 D1 E1 F1 G1 H1 I A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 2b 13b 14b 15b 6b 7b 8b 9b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : The letters above correspond to several available features on the Transactions page. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3

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J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 0b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b 1d 2d 3d 4d 5d 6d 7d 8d 9d K L M N O P Q R S U V W X Y Z A B C D E F G H I J2 0a 10 1 12 13 14 15 16 17 18 19 20 1 2 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J2 J3 11a 12a 13a 11b 12b 13b 1d 2d 3d 11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1 11 1 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 2 3 4 5 6 7 8 9 A1 B1 C1 A2 B2 C2 A3 B3 C3 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 3b 4b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 J1

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Transactions Page: Transactions Page Overview

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A. The sidebar menu appears in every view on the left side of the screen. You can navigate to Business Digital Banking features by clicking on the name of the feature. B. Your Webster Five accounts are displayed in an account tile with their balances. C. A icon is located in the top right corner of all your account tiles. This allows you to nickname or hide the corresponding account. D. When you click an account tile, the information in the Transactions section below changes to correspond with that account. E. The icon shows account details such as balances, interest rates and due dates (if applicable). F. You can expand or collapse the view of each transaction by clicking the icon. G. The icon allows you to export your transactions into a different format. H. The icon allows you to print a list of recent transactions. I. Use the search bar to search transactions using keywords. J. Click the icons to navigate to additional account tiles. K. The icon located in the top right corner of the page allows you to access account settings, bank locations and contact details, social buttons, alerts and more. L. The icon shows your accounts as a list with additional details. M. In list view, you can use the search bar to search your accounts using keywords. N. When in list view, the icon allows you to print a list of your accounts.

Transactions Page: Transactions Page Overview

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Account Settings Personalize your Transactions page and accounts in Account Settings. Here, you can change the names of your accounts and groups and organize them however you like.

Edit Nickname

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icon in each respective account tile to show your account J K L M N O P Q R S T U V W X Y Z A B C D E F G H I icon to edit an account name.

1. Click the settings. 2. Click the

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icon to save your settings. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

3. Enter a new name and click the

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Transactions Page: Transactions Page Overview

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Hide Account

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icon in each respective account tile to show your account 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

1. Click the

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settings. 2. Toggle the hide account switch to the right.

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Unhide Account

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In the at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to unhide. 2. Toggle the hide account switch to the left. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1

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Transactions Page: Transactions Page Overview

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Viewing and Printing a Transaction Image Need a copy of a check that has cleared your account? You can view or print copies of checks and other attachments through Business Digital Banking with Webster Five.

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In the Sidebar Menu , click Accounts . 1. Click the icon to expand a transaction. 2. Click on the image to open it in a secondary window. 3. Click the Print button to print a copy.

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Transactions Page: Viewing and Printing a Transaction Image

13

Attaching an Image to a Transaction

Keep track of your expenses by attaching receipts, invoices and other images to individual transactions.

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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J2 1d 2d 3d 4d 5d 6d 7d 8 1a 2a 3a 4a 5a 6a 7a 8 1b 2b 3b 4b 5b 6b 7b 8 1c 2c 3c 4c 5c 6c 7c 8 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H

J2 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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In the Sidebar Menu , click Accounts . 1. Click the

icon to expand a transaction. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1

2. Click the icon to attach an image. 3. Select the image you wish to attach. 4. Click the Open button. 5. Click the Save button when you are finished. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Transactions Page: Attaching an Image to a Transaction 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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14

Security

Protecting Your Information

Here at Webster Five, we do everything we can to protect your personal information and provide you with a reliable online experience. However, we rely on you to take further precautions to ensure the safety of your accounts. By following our tips, Business Digital Banking can be a secure and efficient platform for all your banking needs. General Guidelines • Make sure your operating system and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave your computer unattended while using Business Digital Banking. • Monitor your recent account history for unauthorized transactions. • Always log off of Business Digital Banking when you’re finished and close the browser. Login ID and Password • Create strong passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices and avoid using features that save your login IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unknown sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted, sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, contact us immediately at 800.696.9401.

Security: Protecting Your Information

15

Enjoy convenience, ease and peace of mind when it comes to your Business Digital Banking. Alerts help you stay on top of your finances by notifying you via email, text or both when the specified criteria are met. Alerts Delivery Options

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 11 12 13 14 1 21 22 23 24 2 1 2 3 4 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 1d 2d 3d 4d 11a 12a 13a 14a 11a 12a 13a 14a 1 11b 12b 13b 14b 1 A1 B1 C1 D1 A2 B2 C2 D2 A3 B3 C3 D3 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 C1 D1 A2 B2 C2 D2 A3 B3 C3 D3

In the at the top right corner of the page, click Alerts . 1. Click the Configure button. 2. To enable email alerts: a. Enter your email address. b. Click the Save button. 3. To enable text alerts: a. Enter your phone number. b. Click the “Enable number for alerts?” toggle. c. You will be sent a validation code. Click the OK button once you have entered he validation code. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2

Security: Alerts Delivery Options

16

Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go above or below a number you specify.

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c K L M N O P Q U V W X Y Z A B C D E F G J1 J2 J1 J2 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d 6d 7d J3 J3 11a 12a 13a 14a 15 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11b 12b 13b 14b 15 1d 2d 3d 4d 5d 11a 12a 13a 14a 15a 16a 17a A1 B1 C1 D1 E A2 B2 C2 D2 E2 A3 B3 C3 D3 E3

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In the at the top right corner of the page, click Alerts . 1. Use the drop-down to choose an account. 2. Enable and disable alerts: a. Click the or icon to disable an alert. b. Click the or icon to enable an alert. 3. Enter a dollar amount, if required. 4. Click the Submit button. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

Security: Alerts Delivery Options

17

Security Alerts We want you to feel confident while using Business Digital Banking. To help you feel safe and in control, Security Alerts are implemented in your accounts to notify you immediately when security scenarios occur.

11 12 13 14 15 16 1 21 22 23 24 25 26 2 1 2 3 4 5 6 7 K L M N O P U V W X Y Z A B C D E F 1 1 1 1 1 1 1 21 22 23 24 25 26 2 2 3 4 6 7 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 7 1b 2b 3b 4b 5b 6b 7 1c 2c 3c 4c 5c 6c 7 a a a a a a b b b b b b c c c c c c 1d 2d 3d 4d 5d 6d 7 11a 12a 13a 14a 15a 16a 1 d 2d 3d 4d 5d 6d 7 A1 B1 C1 D1 E1 F1 G A2 B2 C2 D2 E2 F2 G A3 B3 C3 D3 E3 F3 G 11b 12b 13b 14b 15b 16b 1 1 1 1 1 1 1 2 2 2 2 2 2 A3 B3 C3 D3 E3 F3 G 11b 12b 13b 14b 15b 16b 1 a a a a a a

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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In the at the top right corner of the page, click Alerts . 1. Click Security Alerts . 2. Enable and disable alerts a. Click the or icon to dis ble n alert. b. Click the or icon to enable an alert. 3. Enter a dollar amount, if required. 4. Click the Submit button. A3 B3 C3 D3 E3 F3 G3 H3 I3

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11b 12b 13b 14b 15b 16b 17b 18b 19b 20b Note : You will receive an email or text when an alert is added, changed or updated. A1 B1 C1 D1 E1 F1 G1 H1 I1 J1

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Security: Alerts Delivery Options

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If you have questions about your accounts or need to speak with someone at Webster Five, Secure Messaging allows you to communicate directly with us. From the Secure Messaging page, you can view replies, old messages, create new conversations and attach images. Secure Messaging Overview

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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In the Sidebar Menu , click Secure Messaging . 1. Click the appropriate tab at the top to view your inbox, sent messages or archived messages. 2. Click on a message to open it in a new screen. 3. Delete multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. 4. Archive multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. 5. Delete an opened message by clicking the icon, reply by clicking the icon or archive by clicking the icon. J1 J2 J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Security: Secure Messaging Overview

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Sending a Secure Message

Starting a new conversation through Business Digital Banking is just as effortless as sending an email. Unlike an email, you can safely include confidential personal information relating to your accounts or attach files within a new message.

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In the Sidebar Menu , click Secure Messaging . 1. Create a new message by clicking the 2. Select the subject from the drop-down. 3. (Optional) Attach a file by clicking the 4. Enter your message. 5. Click the Send button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I J1 B1 C1 D1 E1 F1 G1 H1 I1 J2 B2 C2 D2 E2 F2 G2 H2 I2 J3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9

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icon. icon. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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Transaction Types

Moving Money Overview With Business Digital Banking, you have the ability to transfer funds on the go. Whether you are transferring money between your accounts or sending money to someone outside of Webster Five, you can transfer funds in many different ways. • Transfers Move money between your Webster Five accounts.

• Loan Transfers Make payments to any of your Webster Five loans.

Transaction Types: Moving Money Overview

21

When you need to make a one-time or recurring transfer between your Webster Five accounts, you can use the Transfers feature. These transactions go through automatically, so your money is always where you need it to be. Transfers

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 1 12 13 14 15 16 17 18 19 20 1 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 3 14 15 16 17 18 19 20 3 24 25 26 27 28 29 30 4 5 6 7 8 9 10 2 13 14 15 16 17 18 19 20 2 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a a 4a 5a 6a 7a 8a 9a 10b b 4b 5b 6b 7b 8b 9b 10c c 4c 5c 6c 7c 8c 9c 10d d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 2a 13a 14a 15a 16a 17a 18a 19a 20a 2b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 1a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 3a 14a 15a 16a 17a 18a 19a 20a B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 3b 14b 15b 16b 17b 18b 19b 20b J1 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 C1 D1 E1 F1 G1 H1 I1 J2 B3 C3 D3 E3 F3 G3 H3 I3 J1 2 D2 E2 F2 G2 H2 I2 J3 J2 J3 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

In the Sidebar Menu , click Transfers . 1. Click the Transfer Funds button. 2. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 3. Enter the amount to transfer. 4. Enter the date to send the transaction. 5. (Optional) Enter a memo. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

3 D3 E3 F3 G3 H3 I3

Transaction Types: Transfers

22 24 25 26 27 28 29 30 J N O P Q R S T X Y Z D E F G H I 14 15 16 17 18 19 20 24 25 26 27 28 29 30 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 14 15 16 17 18 19 20 24 25 26 27 28 29 30 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J S T Y D E F G H I 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d a 14a 15a 16a 17a 18a 19a 20a a 14a 15a 16a 17a 18a 19a 20a a 14a 15a 16a 17a 18a 19a 20a 14b 15b 16b 17b 18b 19b 20b 14b 15b 16b 17b 18b 19b 20b 14b 15b 16b 17b 18b 19b 20b

J1 J1 J1 6. If you would like to set up a recurring transfer: a. Choose the frequency of the transfer. b. Choose how long the transfer should occur. c. Enter an end date or total number of transfers, if necessary. 7. Click the Submit button when you are finished. J2 J2 J2 J3 J3 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d D1 E1 F1 G1 H1 I1 D1 E1 F1 G1 H1 I1 D1 E1 F1 G1 H1 I1 D2 E2 F2 G2 H2 I2 D2 E2 F2 G2 H2 I2 2 E2 F2 2 2 I2 D3 E3 F3 G3 H3 I3 D3 E3 F3 G3 H3 I3 D3 E3 F3 3 3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Transaction Types: Transfers

23

Managing Transfers When you need to delete or make a change to a recurring transaction, you can view and manage all transfers through the Transfers page.

11 12 13 21 22 2 1 2 3 K L U V A B C 1a 2a 3 1b 2b 3 1c 2c 3 11a 12a 13 A1 B1 C1 D1 E1 F1 G1 H A2 B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H 1d 2d 3 A1 B1 C1 D1 E1 F1 G1 H A2 B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H 11b 12b 13b 14b 15b 16b 17b 18 A1 B1 C1 D1 E1 F1 G1 H A2 B2 C2 D2 E2 F2 G2 H A3 B3 C3 D3 E3 F3 G3 H 11b 12b 13b 14b 15b 16b 17b 18 11a 12a 13a 14a 15a 16a 17a 18 11a 12a 13a 14a 15a 16a 17a 18 1d 2d 3d 4d 5d 6d 7d 8 11a 12a 13a 14a 15a 16a 17a 18 1d 2d 3d 4d 5d 6d 7d 8 11b 12b 13b 14b 15b 16b 17b 18 1d 2d 3d 4d 5d 6d 7d 8 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L N P Q R V W X Y Z A B C E F 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c

In the Sidebar Menu , click Transfers . 1. Click the icon. 2. From the drop-down, you have a few options:

a. Click “Details” to view additional information about a specific transfer. b. Click “Delete Next Occurrence” to cancel the next transfer in a series. c. Click “Delete All Occurrences” to cancel the entire series of transfers.

11b 12b 13

A1 B1 C A2 B2 C A3 B3 C

Transaction Types: Transfers