ONLINE AND MOBILE BANKING RE-ENROLLMENT GUIDE. Retain this guide for easy reference.

Transcription

1 ONLINE AND MOBILE BANKING RE-ENROLLMENT GUIDE Retain this guide for easy reference.

2 Contents Important dates... 3 Welcome! We are pleased to deliver enhanced online and mobile banking services to you, as part of our commitment to ensuring your smooth transition to Associated Bank. This guide contains details about the transition, and we encourage you to keep it for future reference. You can also find more information, including links to helpful re-enrollment videos and instructional demos, at AssociatedBank.com/BankMutual. Please feel free to visit and review this information in preparation for the transition. Associated Bank Online and Mobile Banking overview...4 How to sign in after the transition Online banking...5 Mobile banking...8 How to contact us...10 PLEASE NOTE You will not have access to your Bank Mutual account information via online or mobile banking from Friday, June 22 through Sunday, June 24. Remaining Bank Mutual and Associated Bank ATMs will continue to be available throughout the transition. Have questions? Visit our website at AssociatedBank.com/BankMutual Contact our 24/7/365 Customer Care Center at Visit your nearest Associated Bank location. 2 Associated Bank Online and Mobile Banking Re-Enrollment Guide

3 Important dates June 2018 SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY Schedule bill payments in Bank Mutual online banking prior to June 22. Make note of your current alert preferences. Save your bill pay history of past payments. Alerts, nicknames and PopMoney contacts will not migrate to the new system. Make note of any you may have set up so you can easily add them after the transition. Bank Mutual online and mobile banking will no longer be available. ATMs at permanently closing Bank Mutual locations will no longer be available as of 1 p.m. CLOSED TRANSITION from Bank Mutual to Associated Bank occurs. CLOSED Bank Mutual branch locations close at 3 p.m. SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY CLOSED TRANSITION from Bank Mutual to Associated Bank occurs. Welcome to Associated Bank! OPEN Remaining Bank Mutual branches re-open as Associated Bank. Re-enroll in Associated Bank Online and Mobile Business banking using temporary password (if applicable). We re here for you. 24/7/365 Customer Care Center AssociatedBank.com/BankMutual 3

4 OVERVIEW Associated Bank Online and Mobile Banking overview Welcome to Associated Bank Online¹ and Mobile² Banking. Please read through the detailed information included in this guide to learn about the various features of both products. What s new? Bill pay in a snap,¹ using your smartphone camera to quickly add a new biller. Real time alerts and push notifications. Person-to-person and account-to-account payments. What information will be converted from my existing system? Transaction history. estatements and preferences. Bill pay billers and scheduled/recurring payments. Transfers scheduled/recurring. What information will not be converted? Notifications/alerts will need to be re-created after conversion. Bill pay history list of any bills you have paid in the past. Please be sure to retain any bill pay history from your existing system if needed. Third-party connections (QuickBooks, Mint) Please update your user name and password in these systems to ensure that the information can be accessed in the Associated Bank online banking system. 1. Our standard bill payment service, found within online and mobile banking, is free, up to your available balance. Some add-on services within the standard bill payment service have service charges. Please refer to the Terms and Conditions of the Bill Payment Service and the Consumer Deposit Account Fee Schedule for details. 2. Associated Bank does not charge a fee to use our mobile banking and text banking services. Message and data rates may apply. Check your carrier plan for details. Visit AssociatedBank.com/Mobile for Associated Bank Mobile Terms and Conditions. All trademarks, service marks and trade names referenced in this material are official trademarks and the property of their respective owners. 4 Associated Bank Online and Mobile Banking Re-Enrollment Guide

5 HOW TO SIGN IN ONLINE BANKING How to sign in to Associated Bank Online Banking Here are the steps to begin using online banking after the transition. Note: You can re-enroll on any device (desktop, mobile or tablet) and use the same password when signing in to online or mobile banking. You only need to re-enroll using your temporary password once either via online or mobile. After your initial log in, you will use your User ID and updated password. 1 Go to AssociatedBank.com and click on the sign-in box in the upper-right hand side of the page. Ensure online banking appears in the drop-down menu. Enter your existing user ID and temporary password (refer to enclosed letter for temporary password).. Enter user ID Enter temporary password 2 Update to a new permanent password (must be at least nine characters in length, contain upper and lower case letters and at least one number). We re here for you. 24/7/365 Customer Care Center AssociatedBank.com/BankMutual 5

6 HOW TO SIGN IN ONLINE BANKING 3 Select and provide answers to five new security questions from the drop-down menu. 4 Set up phone number for identity verification (multifactor/out-of-band authentication). a. Select phone number or enter new number to receive a call or text. b. Accept terms and conditions. c. Click Save to send first multifactor text/call. If you chose to receive your verification code via text, you will receive two text messages. If you receive your verification via phone call, you will receive a call with your code. Activation of SMS alerts Verification alerts activated Text to Reply HELP or call for help Reply STOP to cancel Msg&Data rates may apply Verification alert with four digit code This is a verification alert you have requested: 4722* Reply HELP or call for help Reply STOP to cancel Msg&Data rates may apply *Sample code. 6 Associated Bank Online and Mobile Banking Re-Enrollment Guide

7 HOW TO SIGN IN ONLINE BANKING 5 Enter four digit code you receive via text message (or call). 6 Accept Online Banking Terms and Conditions. 7 Congratulations! You are now ready to use online banking. Your new online banking experience will include: Comprehensive account information Internal and external transfers Person-to-person payments Bill Pay Quickbooks TM downloads Real time alerts estatements Enhanced security features We re here for you. 24/7/365 Customer Care Center AssociatedBank.com/BankMutual 7

8 HOW TO SIGN IN MOBILE BANKING How to sign in to Associated Bank Mobile Here are the steps to begin using mobile banking after the transition. Note: You can re-enroll on any device (desktop, mobile or tablet) and use the same password when signing in to online or mobile banking. You only need to re-enroll using your temporary password once either via online or mobile. After your initial log in, you will use your User ID and updated password. 1 Delete your Bank Mutual business app and download Associated Bank Mobile from the app store for your device. 2 Open Associated Bank Mobile and enter your user ID and temporary password. Enter user ID Enter temporary password 3 Update to a new permanent password (must be at least nine characters in length, contain upper and lower case letters and at least one number). 8 Associated Bank Online and Mobile Banking Re-Enrollment Guide

9 HOW TO SIGN IN MOBILE BANKING 4 Select and answer five new security questions. 6 Click Continue to return to the mobile app sign-in screen with your newly created permanent password. 7 Accept Associated Bank Mobile Terms and Conditions. 5 Accept Online Banking Terms and Conditions. 8 Congratulations! You are now ready to use Associated Bank Mobile. Your new Associated Bank Mobile will include the ability to: Easily sign in to your account with your fingerprint. Instantly view account balances without signing in. Snap a photo to deposit checks with Associated SnapDeposit ṬM Pay bills and transfer funds. Receive push notifications for deposits, low balances and more. Quickly add billers via your device s camera to pay bills. Find an Associated Bank branch or ATM. We re here for you. 24/7/365 Customer Care Center AssociatedBank.com/BankMutual 9

10 How to contact us For more information and to take a test drive of our online and mobile banking, go to AssociatedBank.com/BankMutual and check out the helpful instructional videos and demos. Questions? Visit AssociatedBank.com/BankMutual. Call our 24/7/365 Customer Care Center at Visit your nearest Associated Bank. 10 Associated Bank Online and Mobile Banking Re-Enrollment Guide

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12 All trademarks, service marks and trade names referenced in this material are official trademarks and the property of their respective owners. Member FDIC. (6/18) 0129_11906 Q2-COMO