NCB National Cooperative Bank Treasury 24/7 User Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................7 Business Online Banking Transaction Types...................................................................... 7 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Home Page Home Page Overview .................................................................................................12 Account Details Overview ..........................................................................................15 Details & Settings........................................................................................................17 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Account Grouping.......................................................................................................20 Editing a Group .................................................................................................................... 21 Add an Account to a Group ................................................................................................ 22 Deleting a Group.................................................................................................................. 23 Security Protecting Your Information......................................................................................24 General Guidelines .............................................................................................................. 24 Login ID and Password........................................................................................................ 24 Fraud Prevention ................................................................................................................. 24 Security Preferences...................................................................................................25 Change Password ................................................................................................................ 25 Change Login ID ................................................................................................................... 26 Secure Delivery .................................................................................................................... 27 Alerts Overview ...........................................................................................................28 Account Alerts ...................................................................................................................... 29 History Alerts........................................................................................................................ 30 Non-Online Transaction Alerts........................................................................................... 31 Online Transaction Alerts ................................................................................................... 32 Secure Message Overview .........................................................................................33 Sending a Secure Message ........................................................................................34 eStatements Statements...................................................................................................................35 Settings Accessibility..................................................................................................................36