You will first be brought to the Account Summary screen where you will need to select Payments on the left side of your screen to access ClickSWITCH.

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the Account Summary screen where you will need to

1 LOGIN: To start, sign into your online banking. ENROLLING IN CLICKSWITCH: You will first be brought to the Account Summary screen where you will need to select Payments on the left side of your screen to access ClickSWITCH.

Sign in Now. Next you will be prompted to review and accept the Terms of Use before accessing ClickSWITCH.

2 Once ClickSWITCH has been selected, the next page will outline how the service works. At the bottom of the screen you will be prompted to select the account(s) you want to enroll and click Enroll and Sign in Now. Next you will be prompted to review and accept the Terms of Use before accessing ClickSWITCH. You have now completed the enrollment process and can begin switching your pre-authorized deposits and payments over to your FirstOntario Credit Union account.

To capture and save or edit your signature, click on the Edit icon next to the signature: You will see two options: Type It:

3 Creating a signature allows you to sign off on all switches and is an important step. 1. To begin, click on the pencil icon above the Missing Signature link on the bottom right hand corner of the screen. 2. To capture and save or edit your signature, click on the Edit icon next to the signature: You will see two options: Type It: Select the Type It tab and type your name in the provided field. A computer generated signature will be created. Draw It: Select the Draw It tab and use your mouse to draw your signature.

4 SETTING UP A DIRECT DEPOSIT A direct deposit is any payment that you receive from a person or organization directly into your account. Payroll direct deposits, government direct deposits (CPP, Old Age, etc.) and dividend direct deposits from investment accounts are some examples of direct deposits that you could be receiving. The Direct Deposit tab gives you access to switch over any payments you would receive directly into your account. Once you have enrolled, you will be brought to the Dashboard. The Direct Deposit tab will automatically open. 1. Type in the name of the depositor you wish to find. As you type, a list of potential depositors will appear. 2. Click on your selection from the options. 3. If the depositor you are looking for is not on the list, select Create New Depositor and fill in the information requested. The new depositor will then be added to the system. Some of your depositors may need additional information. *NOTE* If the depositor does not populate when searching the list within ClickSWITCH, there is an option to create a listing.

5 Click the Create New Depositor button to enter all of the company details. ClickSWITCH will do the necessary research to find that company s correct information and get the switch sent off to them. 4. From the dropdown menu, select the applicable account where the direct deposits will be credited to. Be sure to double check your selection. 5. Once you ve completed all the required fields, click Save and Continue. 6. You will then be asked to enter their electronic signature as you did in Section Once a signature has been entered, click Submit.

6 Once you ve submitted the switch, you can click Continue to create another switch On this page, you will also see a summary of switches that you ve submitted. This will show the status and give you the opportunity to review all switches. Depending on where they are in the switching process, you may or may not be able to cancel a switch. Review the direct deposit switch. Use the icons below, if needed.

7 AUTOMATIC PAYMENTS An automatic payment is a regular, ongoing payment that the biller withdraws from your account automatically. Common examples include monthly insurance, utility payment or automobile loan payment. The Automatic Payments tab gives you access to switch over any regular, ongoing payment that is initiated externally to your account. 1. Click on the Automatic Payments tab 2. Type in the name of the biller you are sending automatic payments to. As you type a list of potential billers will appear. 3. If the biller you are looking for is not on the list, select Create New Biller and fill in the information requested. The new biller will then be added. 4. Some billers may need additional information.

8 5. Confirm all required fields have been completed, then click Save and Continue. 6. From here, you will then be asked to enter their electronic signature as you did in Section Once your signature has been entered, click Submit. Once you have completed the Automatic Payments session, a confirmation screen will populate your Dashboard.

9 ClickSWITCH will print these forms with a copy of a voided cheque on the back. If you are ready to submit another Automatic Payment you can select Continue.

Business Bill Pay User Guide

Business Bill Pay User Guide The screens you will see in this guide were made for demo purposes only, and may contain unrealistic payment and payee information. If you have questions that are not addressed