Welcome to Opus Bank Business Online Banking User Guide

Transcription

1 Welcome to Opus Bank Business Online Banking User Guide Rev

2 Table of Contents First Time Log-in Without Security Token... 2 Set Security Data... 3 Change Password... 3 First Time Log-in With Security Token...4 Register Token... 5 Confirmation... 5 User Log-in... 6 Without Security Token... 6 With Security Token... 7 Account Services...8 Change Password...8 Change Security Data...8 Change 4-Digit PIN (Token Accounts)... 9 Change Primary Account... 9 View Alerts... 9 Account Balance Inquiry Summary Option Overview Option Account Inquiry Select Account Transactions History Search for Transactions Export Transactions New Stop Payment View Statements Transfer Funds Internal Transfers Wire Transfers Approve Transfers Internal Transfer Approval Wire Transfer Approval Accessing Bill Payment Accessing ACH Manager

3 First Time Log-in Without Security Token Go to: Click Sign In under Business Enter Access ID/Username that was ed to You (Case Sensitive) Click Log In Enter Temporary Password that was ed to You Click Log In

4 Set Security Data Enter and Confirm Address Remember Authentication Image and Enter a Pass Phrase (See Note) Select and Answer Challenge Questions Select if Logging in from a Personal or Public Computer Click Submit NOTE: Remember the randomly selected authentication image and pass phrase you have entered. Going forward you will be asked to verify them upon log-in for security purposes. Change Password Enter Current Password (Temporary Password) Enter New Password Confirm New Password Click Submit NOTE: Passwords are required to be 8 to 16 characters and must contain at least 1 uppercase letter, one lowercase letter and 1 number. Passwords are case sensitive

5 First Time Log-in With Security Token Go to: Click Sign In under Business Enter Access ID/Username that was ed to You (Case Sensitive) Click Log In Enter Temporary Password that was ed to You Click Log In

6 Register Token Enter Token Serial Number (Numbers Only No Dashes) Enter One Time Password - Press token button once - Enter 8-digit number (Only valid for 30 seconds) Enter 4-Digit PIN (Chosen by User) Enter Address Enter Secret Question and Answer Click Submit Confirmation Confirmation Message will be Displayed

7 User Log-in Without Security Token Go to: Click Sign In under Business Enter Access ID/Username (Case Sensitive) Click Log In Verify Authentication Image and Pass Phrase (See Note) Enter Password Click Log In NOTE: If this is your authentication image and pass phrase, enter your password below and click submit. If this is not your image and pass phrase, please DO NOT enter your password and contact Opus Bank immediately

8 With Security Token Go to: Click Sign In under Business Enter Access ID/Username (Case Sensitive) Click Log In Enter One Time Password plus 4-Digit PIN: - Press token button once - Enter 8-digit number followed by 4-Digit PIN (Only valid for 30 seconds) Click Log In Verify Authentication - Press token button again (Display 4-digit number) - Verify that 4-digit number displayed matches the Site Authentication Value (See Note) Click OK NOTE: If the 4-digit number displayed on the Token does not match the 4-digit number displayed on the screen, please DO NOT continue and contact Opus Bank immediately

9 Account Services Change Password Mouse over Account Services Click Change Password Enter Old Password Enter New Password Confirm New Password Click Submit NOTE: Passwords are required to be 8 to 16 characters and must contain at least 1 uppercase letter, one lowercase letter and 1 number. Passwords are case sensitive. Change Security Data Mouse over Account Services Click Change Security Data Click Change Image to select Authentication Image Enter Pass Phrase Select and Answer Challenge Questions Click Submit

10 Change 4-Digit PIN (Token Accounts) Mouse over Account Services Click Change PIN Enter Current PIN Enter New PIN Confirm PIN Click Submit Change Primary Account Mouse over Account Services Click Change Primary Account Check Desired Account Click Submit View Alerts Mouse over Account Services Click View Alerts Click Alerts Category (Number indicates quantity of alerts per category)

11 Account Balance Inquiry Summary Option Mouse over Accounts Click Summary View Account Balances Overview Option Mouse over Accounts Click Overview View Account Balances

12 Account Inquiry Select Account Mouse over Accounts Click Desired Account Account Information will be Displayed Transactions History Select Account (See Select Account Section) Mouse over Transactions Click on Desired Transactions Option Transactions History will be Displayed Search for Transactions Select Account (See Select Account Section) Mouse over Transactions Click Menu Enter Desired Search Criteria Click Submit

13 Export Transactions Select Account (See Select Account Section) Mouse over Transactions Click All Transactions Check Transactions to be Exported or Click Select All Click Export Selected Select Export Format Click Download Export New Stop Payment Select Account (See Select Account Section) Mouse over Stop Payments Click Stop Payment Issue Enter Check Information Click Submit Confirmation will be Displayed NOTE: To place a stop payment on an ACH items, please contact your local banking office

14 View Statements Select Account (See Select Account Section) Mouse over Documents Click Documents Available Select Account Select Document Type Select Date Range Click Submit

15 Transfer Funds Internal Transfers Mouse over Management Tools Click Transfer List Click Desired Internal Transfer Template Enter Transfer Date Enter Amount Select From and To Accounts Click Submit Confirmation Number will be Displayed

16 Wire Transfers Mouse over Management Tools Click Transfer List Click Desired Wire Transfer Template Enter Transfer Date and Amount Select From Account Enter Receiving Institution and Beneficiary Information Click Submit Enter One-Time Password from Token - Press Token Button Once - Enter 8-Digit Number Click Submit Confirmation will be Displayed

17 Approve Transfers Internal Transfer Approval Mouse over Review Click Fund Transfer Review Select Approved or Disapproved Click Submit Confirmation will be Displayed Wire Transfer Approval Mouse over Review Click Wire Transfer Review Select Approved or Disapproved Click Submit Confirmation will be Displayed

18 Accessing Bill Payment Mouse over Management Tools Click Bill Payments Get Started Screen will be Displayed To download the complete Bill Pay User Guide Click Here

19 Accessing ACH Manager Mouse over Management Tools Click ACH Manager ACH Manager Screen will be Displayed To download the complete ACH Manager User Guide Click Here