• Enter your Sign-On ID to sign onto Online Banking and click Enter – Your Sign-on ID was created by you on the application form – You will enter your password on the next screen
• Enter your Password • Press Sign-On to continue the sign on process onto Online Banking – Your Password was created by you on the application form
• Security – Click Continue • First time Users • Occasional Review Security--for your protection: In order to make your online banking experience as secure as
possible we are using a security feature that watches for uncharacteristic or unusual behavior
involving your internet banking access. If anything out of the ordinary is detected, we will ask
you to verify your identity.
• Security Questions • Click the drop down for each item to select a question
• Type your response (answer the question) in the box below the question • Click Continue.
• Enter contact phone number(s)
• Click Continue
• Enter a new password
• Click Continue
• Accounts Overview Screen – Provides a summary of all accounts you choose to view in Online Banking – Provides options on the top of the screen for Cash Management (Transfers and Bill Pay), Administration (Additional User Setup, Subsidiaries,ACH, Wires), and Service Center (Online Banking controls) – Additional options on the left side of the screen including other options and tools for calculator, note/reminders, and calendar – Click Help on top right for further instructions on a topic
• Account Overview Screen – Click in left column for eStatements • If you are clicking for the first time, enrollment screens will appear • If you are already signed up, you will be directed to the screens to view your eStatements for all of your accounts • If you add an account in the future, simply request that the account be added to Online Banking
• Account Overview Screen – Reports (left column) to run a variety of reports – Alerts setup to stay informed on the status of your money via home/work email and to your cell phone
• Account Overview Screen – Click one of your accounts to display transaction information
Display a list of your transaction activity
• Select another account from the drop down box • Filter or search transactions • Click Export to send transactions to files for use in Quicken/QuickBooks and spreadsheets
• Account Overview Screen – Click Cash Management tab at top to transfer funds between your business accounts or to access Bill Pay
• Click Transfer from one account to another – Transfer money between accounts immediately, scheduled, or recurring – Make a loan payment • Click Payments (left column) or Pay your bills to begin Bill Pay
• Transfer – Follow the prompts to perform your transfer
• Click Service Center along top tab – Messages (left column) displays messages we have sent to you – Alerts (left column) allow you to set up reminders/warnings for Financial and Personal information. You can send Alerts to your email, cell phone, or both
•
My Profile (left column) allows you to change your password, set up email address and set your security question in case you forget your password
•
Page Preferences (left column) allows you to customize how your page looks and define categories for transaction types
•
Stop Payments (left column) allows you to put a stop on a check you have written
• Administration – User Setup to add additional users for your company to help manage online functions – Account Setup to add a new account and authorize users on accounts – Company Setup (Subsidiary setup, User rights, ACH, Wire Transfers – Admin Reports (Review Admin Changes, Business Activity, List Users)
• End your Online Banking Session – Click Sign Out (very top right) – Signs off to the screen on the next page
• Online Banking Sign Off Screen • Close your browser
