Treasury Education Videos

Tokens

Setting Up Users in Online Banking

Setting Up Token on Mobile Device

INSTRUCTIONS
  • Head to the app store on your mobile device
  • Download the app called “SecureID” (icon with white background and a cloud and blue check)
  • Select the “operating system” on your computer screen that corresponds to the type of mobile device you have
  • Hit the “plus” icon in the top right corner of the app
  • Scan the QR code on your mobile device with the SecurID app
  • Set an 8-digit pin (differs from the token, and is the 8 digits you will use every time in combination with the token)
  • That’s it!  You will need to enable additional users that have “approval” authority over ACH or wire transactions. They will follow these same instructions to get set up.
  • Tokens are required for approvals only (not signing in to online banking)

 

Remote Deposit Capture

Providing the Deposit

Capturing Items

Correcting Items

Balancing Deposits

Reviewing Deposits

Merchant Welcome Screen

Managing User Profile

Merchant Reports

Merchant Researching Tools

Merchant User Administration

 

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