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Table of Contents

Online Glossary

 

Online Banking Help

Table of Contents

Accounts

I need help with...

-          Includes help with account overview, history, online activity and online statements.

-          Includes help with transfers, creating and managing recurring transactions and previewing transactions.

-          Includes help for secure messages, address changes, check reorders, stop payments and other services.

-          Includes help for all commercial payments and services.

 

General

 

Accounts

 

 

 

Transactions

 

 

 

 

 

Services

·         Page Review: Secure Mailbox

·         How do I know if I have a message in my mailbox?

·         Is the content of my message and any attachments sent securely?

·         Can I see the messages I have sent?

·         How long are messages kept in my mailbox?

 

·         Page Review: Address Change

·         Is my Change of Address request immediate?

·         Will this affect the delivery of my statement and other mail?

 

·         Page Review: Stop Payment

·         What is a Stop Payment?

·         Does a Stop Payment request guarantee that the payment will be stopped?

 

·         Page Review: Check Reorder

·         Can I change my check style?

·         Can I order checks for the first time?

 

·         Page Review: Other Services

 

Preferences

·         Page Review: Account Preferences

 

·         Page Review: Alert Preferences

·         When are alerts delivered?

·         Are alerts real-time?

·         What if I don't receive an e-mail alert?

·         Can I disable an alert without deleting it?

 

 

Commercial Banking

·         Page Review: Making Commercial Payments

 

·         Page Review: Manage Recipients

·         Do I have to enter a recipient to use the system?

·         Can I upload a list of recipients and/or payments into the system?

·         What if I want the recipient to be sent an e-mail notification on some payments, but not others?

·         What is a payment template?

 

·         Page Review: Managing Payment Templates

·         If an existing account is no longer used on any payment to a recipient, will it still be kept in the system?

·         If I don't give template access to any users, will I be the only one with access to the template?

·         Are split payroll amounts automatically deducted from the primary payroll amount?

·         Why would I enter employee information on the template?  Is that information sent as part of the payment?

 

·         Page Review: Making a Single ACH Payment

·         When will my account be debited to fund this payment?

·         What if I pick a payment date that is a processing holiday?

·         If I create a recurring transaction and one or more of the recurring payments are on a processing holiday, what happens?

·         What if I don't like the day to which the recurring transaction was moved?

 

·         Page Review: Making Wire Transfers

·         When will my account be debited to fund this wire transfer?

·         When will the beneficiary receive the payment?  

·         What if I pick a payment date that is a processing holiday?

·         If I create a recurring transaction and one or more of the recurring payments are on a processing holiday, what happens?

·         What if I don't like the day to which the recurring transaction was moved?

·         When might I need to use an intermediary financial institution?

 

 Signing Off

 

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