2 Table of Contents Getting Started Business Online Banking Overview ............................................................................7 Users........................................................................................................................................7 Recipients................................................................................................................................7 Business Online Banking Transaction Types......................................................................8 Security Protecting Your Information........................................................................................9 General Guidelines................................................................................................................9 Login ID and Password..........................................................................................................9 Fraud Prevention ...................................................................................................................9 Security Preferences...................................................................................................10 Change Password ................................................................................................................10 Change Login ID ...................................................................................................................11 Secure Delivery ....................................................................................................................12 Mobile Security Preferences......................................................................................13 Enabling Touch ID or Fingerprint Login ............................................................................13 Enabling Passcode Authentication ....................................................................................15 Enabling Face ID...................................................................................................................16 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login..............17 Apple® Watch...............................................................................................................18 Apple® Watch Setup.............................................................................................................18 Viewing Balances and Transactions ..................................................................................18 Alerts Overview ...........................................................................................................19 Account Alerts ......................................................................................................................20 History Alerts........................................................................................................................21 Incoming Wire Alerts ...........................................................................................................22 Online Transaction Alerts ...................................................................................................23 Reminders.............................................................................................................................24 Security Alerts Overview ............................................................................................25 Editing Delivery Preferences...............................................................................................25 Enabling and Disabling Push Notifications..............................................................26 Secure Message Overview .........................................................................................27 Sending a Secure Message ........................................................................................28 Treasury Recipient Overview .....................................................................................................29 ACH Only - Part 1 of 2: Adding a Recipient .......................................................................30 ACH Only - Part 2 of 2: Recipient Account Detail .............................................................31 ACH & Wire - Part 1 of 4: Adding a Recipient....................................................................32
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