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Getting Started



Enrollment

Enrolling online begins the process of setting up account information. To enroll, complete the fields on the Enroll screen. When you click OK, your setup information is sent to the bank. 

  • Enter your Company name.
  • Enter your first and last Name
  • Enter your Title.
  • Enter your company Phone number.
  • Enter your company FAX number.
  • It is important to enter your company Email Address, if you have one. 
  • Enter your company Address, using two lines if necessary.
  • Enter the City.
  • Use the drop-down arrow to select a State or Province.
  • Use the drop-down arrow to select a Country, the United States or Canada.
  • Enter information about at least one account.
    • Enter the TRC, your bank Transit Routing Code. This number is used to identify your bank and can be found on your checks or checking account statement.
    • Enter your Account Number.
    • Click the drop-down arrow and identify the Account Type: Checking or Savings.
    • Click the drop-down arrow and select a Service Type: All, Banking, or Bill Payment. You can only select Bill Payment for one checking account.
  • Click OK.

Your request will be processed and you will receive your security information shortly with the additional information you need to sign in.

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Sign In

To sign in, you must have your Company ID, User ID, and password. Your Company ID and password can be found in your security letter. The User ID will have arrived under separate communication.

The first time you sign in using your initial password, the system will ask you to change your password.

  • Enter a new password. The characters you enter are masked and display as asterisks.
  • Re-enter the same new password. The system wants to compare the two character strings to be sure you know what you entered.
  • Click CHANGE.
  • If the two character strings you entered are the same, the system displays an acknowledgement message. Click SIGN IN to continue.
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Passwords

The first time you sign in with your initial password, you must change your password.

You may be required to change your password on a periodic basis. You may see an additional Sign In screen with New Password and Confirm Password fields.

  • In New Password, enter a new password. The characters you enter are masked and display as asterisks. The required password length is set by the bank and is subject to change. Passwords can be a combination of letters and numbers; you should not use special characters, such as ! @ # $ % ^ & * ( ).
  • In Confirm Password, re-enter the same new password. The system wants to compare the two character strings to be sure you know what you entered.
  • Click CHANGE.
  • If the two character strings you entered are the same, the system displays an acknowledgement message. Click SIGN IN to continue.

The initial Administrative user is set up by bank staff.

If you need to use the banking services as soon as possible, call the Helpline for assistance.

All other users (not the initial Administrative user) are set up by an Administrative user directly in the electronic banking application. If you forget your password and you are not the initial Administrative user, your Administrative user can enter a new password for you in the Change User screen in Administration.

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Security

You need to take proper steps to keep your information secure. Actions include but should not be limited to:

  • Keep your User ID and Password in a secure area.
  • Never reveal your security information to anyone else.
  • Never walk away from your computer while connected to electronic banking.
  • Always sign out when you complete your business.
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Sign Out

The system automatically signs out if you do not use your keyboard for 15 minutes. You must sign in again if you want to continue.

Also, regardless of keyboard activity, the secure connection expires after 20 minutes. You are required to sign in again if you are using the system for longer than 20 minutes.

You may exit in all of the usual ways (e.g., close the window or exit from your browser). When exiting, you are assured that the session is finished with the server which provides account data. The system does not honor any previously created bookmarks. That is, you cannot view current data (or use product features) without signing in.

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