Table of Contents Table of Contents
Middlesex Savings Bank Deluxe Online Banking User Guide Next Page
Information
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General Information
5

Security
5

Business Online Banking Overview
9

First Time Login
11

Logging In
13

Entering ID & Password
13

Home Page
15

Navigation
15

Account Details
17

Sending a Message
19

Transfers & Payments
20

Internal Transfer
20

Loan Payments
22

ACH Files
24

Tax Payment
25

Recipient Overview
27

Managing Recipients
28

Editing a Recipient
33

Deleting a Recipient
36

Related Company Overview
37

Adding a Related Company
38

Editing Related Company Info
40

Deleting Related Company Info
41

ACH TRANSACTIONS
42

ACH/Wire Templates Overview
42

Create a Template or Send a One-Time Payment
43

DOMESTIC AND INTERNATIONAL WIRES
53

Create a Template or Send a One-Time Payment
53

ADDITIONAL PAYMENT FEATURES
59

Viewing, Approving or Canceling a Transaction
59

Splitting a Payment
62

Editing a Template
64

Deleting a Template
65

Payment From File
66

eDeposits
68

Activity Center
69

Account Services
71

Online Statements
71

Stop Payment
72

Check Reorder
74

Administration
76

Editing Company Limits
76

Company Limits- Approval Limits
84

Company Limits Tester
86

Statement Delivery
92

Account Preferences
93

Set Alerts
94

Security Alerts
96

Security Settings
98

User Roles Overview
100

Creating, Editing or Copying a User Role
102

User Role Policy Tester
112

User Roles- Delete Allowed Actions
115

Deleting a User Role
118

Users Overview
119

Editing a User
121

Delete a User
122

Locations
123

Branches and ATMs
123