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Business Online Banking Application

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SETUP INFORMATION

FEATURES & SERVICES

LOGIN SECURITY

One-Time Passcode (OTP) + PINIn lieu of a password, you will use a token to generate a random 8-digit number and enter that along with a 4-digit PIN that does not change. (required for all users who send external transfers)


ACH TRANSFER LIMITS (IF APPLICABLE)

WIRE TRANSFER LIMIT (if applicable)

DUAL-CONTROL

We highly recommend the use of dual-control when sending ACH or wire transfers. In short, one user will initiate the transfer and second will review and approve it.

By default, everyone is required to use dual-control. If you don't want to use dual-control, you may opt-out below.

OPT-OUT

Account Access

We will include all accounts associated with the EIN listed in the setup information. If you have any additional EINs, you may list them here.


ADMINISTRATOR SETUP

You can have as many users as you require. However, for your initial setup, we require only one user. We will work with you to setup additional users if needed. Your first user should be either the primary contact or the person you want to be the administrator of the account. They will have access to all permissions by default. We can work to customize this after the initial setup. 

The company administrator will have unrestricted, full online access to all account information and functionality listed above. This includes but is not necessarily limited to the ability to transfer between accounts and make transfers to external accounts via Bill Pay, ACH, or wire services.


ADDITIONAL USERS
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