Western Your Guide to Corporate Online Banking

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Table of Contents Getting Started

Digital Banking for Business Overview.......................................................................8 Users........................................................................................................................................ 8 Recipients................................................................................................................................ 8 Digital Banking for Business Transaction Types................................................................ 9 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Retrieving a Forgotten Login ID.................................................................................13 Home Page Home Page Overview .................................................................................................14 Account Summary Overview .............................................................................................. 16 Account Details Overview ..........................................................................................17 Quick Transfer.............................................................................................................19 Account Nickname......................................................................................................20 Details & Settings........................................................................................................21 Account Grouping.......................................................................................................22 Editing a Group Name......................................................................................................... 23 Deleting a Group.................................................................................................................. 23 Security Protecting Your Information......................................................................................24 General Guidelines .............................................................................................................. 24 Login ID and Password........................................................................................................ 24 Fraud Prevention ................................................................................................................. 24 Change Password .......................................................................................................25 Mobile Security Preferences......................................................................................26 Enabling Biometrics............................................................................................................. 26 Enabling Passcode Authentication .................................................................................... 28 Enabling Face ID................................................................................................................... 29 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 30 Alerts Overview ...........................................................................................................31 Non-Online Transaction Alerts........................................................................................... 32 Online Transaction Alerts ................................................................................................... 33 Security Alerts Overview ............................................................................................34 Editing Delivery Preferences............................................................................................... 34 Real-Time Alerts ..........................................................................................................35 Setting Up Real-Time Alerts ................................................................................................ 35 Enable/Disable Real-Time Alerts ........................................................................................ 36 Edit Real-Time Alerts............................................................................................................ 37 Real-Time Alerts Notification Settings............................................................................... 38