If you are a System Administrator, establish your security information so the bank can identify you when you call for assistance. If you do not provide this information, we will not be able to assist you over the phone.
- Click Profile & Permissions from the Administration tab.
- Click the Change Employee radio button and then click Submit.
- Click on your name.
- Below the Transaction Exports row are six dropdowns and corresponding text fields.
- In the first dropdown, select Free Form Question. In the field to the right, type a security question.
- In the second dropdown, select Free Form Answer and provide the answer to your security question in the field to the right.
- Complete the next four rows by selecting different security questions of your choice from the list.
- In the Contact Methods panel, enter your email address, business phone, business phone extension, and mobile phone. If the information is already present, ensure it is correct. Note: Ensure the Contact Methods information stays current. Incorrect or outdated information could delay important notifications from the bank.
- Click the Save icon from the menu bar.
Note: Complete all six fields. Without this information, the bank may not be able to assist you if you call the bank for online banking support.