Stanford Federal Credit Union Online Banking Guide for Business

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Table of Contents Getting Started

New Online Banking Users...........................................................................................7 First Time Login.............................................................................................................8 Logging In After The First Time..................................................................................10 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 My Accounts Page My Accounts Page Overview......................................................................................13 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 Login ID and Password........................................................................................................ 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change Login ID................................................................................................................... 22 Secure Delivery..................................................................................................................... 23 Touch ID................................................................................................................................ 24 Alerts Overview............................................................................................................26 Date Alerts............................................................................................................................. 27 Account Alerts....................................................................................................................... 28 History Alerts........................................................................................................................ 29 Online Transaction Alerts.................................................................................................... 30 Security Alerts Overview.............................................................................................31 Editing Delivery Preferences............................................................................................... 31 Secure Message Overview. ........................................................................................32 Sending a Secure Message.........................................................................................33 Payments & Transfers Moving Money Overview............................................................................................34 Transfer Funds.............................................................................................................35 Making a Payment.......................................................................................................37