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Table of Contents

General Information

Security........................................................................................................................................................ 3

Logging In.................................................................................................................................................. 5

Home............................................................................................................................................................ 7

Messages..................................................................................................................................................... 8

Commercial

Managing Users

Adding Users................................................................................................................................. 9

Assigning User Rights..............................................................................................................10

Edit or Delete a User................................................................................................................12

Managing Subsidiaries

Adding Subsidiaries..................................................................................................................13

Edit or Delete a Subsidiary.....................................................................................................14

Managing Recipients

Adding Recipients.....................................................................................................................15

Edit or Delete a Recipient.......................................................................................................16

Templates and Payments...................................................................................................................17

ACH Passthru...........................................................................................................................................21

Tax Payment............................................................................................................................................22

Bill Pay

Bill Pay Overview...................................................................................................................................23

Payees........................................................................................................................................................24

Make a Payment.....................................................................................................................................25

Recurring Payments..............................................................................................................................26

Edit & Cancel Payments.......................................................................................................................27

Categories................................................................................................................................................28

View Bill History......................................................................................................................................29

Transactions

Funds Transfer........................................................................................................................................30

Activity Center........................................................................................................................................31

Statements...............................................................................................................................................32

Bank Offices

........................................................................................................................................33

Services

Stop Check Payment............................................................................................................................34

Settings

Profile.........................................................................................................................................................35

Account Preferences............................................................................................................................36

Security Preferences.............................................................................................................................37

Alerts ..........................................................................................................................................................38

Text Enrollment......................................................................................................................................39

Mobile Authorizations.........................................................................................................................40

Statement Delivery...............................................................................................................................41