Digital Banking Checklist - Business

Corporation, LLC, Partnership, or Organization/Nonprofit

User Management: 

Only one user should enroll in Digital Banking. Once approved, you will be enabled to add and set up additional users and their permissions.

Bill Pay:

New to Bill Pay? This is a great time to ditch mailing those bills and pay them within digital banking.

Enroll in E-Statements:

No need to clutter up your mailbox when you can receive e-statements! When you enroll in e-statements, you will receive a monthly notification email that you have an e-statement ready to view in Digital Banking. To sign up, log in to Digital Banking and go to "Settings" and then "Statement Preferences". From there, you can select you preferred delivery type and update your notification email address.

Alerts:

Set up any alerts you would like to receive under “Settings”, then “Manage Alerts”. 

Enroll in Text Banking:

Check balances, transfer money, and more, all without logging into Digital Banking! To enroll, open your Digital Banking and go to "Settings" and then "Text Banking Enrollment". You will then be eligible for text banking at no cost to you.

Customize Your Home Page:

Arrange accounts by clicking the tile and dragging it on the home page.  You can also create categories of accounts by clicking an account tile and dragging it to get a circle “inbox” with a plus sign that appears at the bottom.

Nickname Accounts:

Nickname accounts on the home screen by clicking on the three dots on the account tiles to bring up a shortcut to “Nickname Account”. This can also be done by going to “Settings”, then “Account Preferences”. 

You’ve just touched the tip of the iceberg! There is so much more our new Digital Banking has to offer and more new features that will be introduced in the future. 

For all the details and to stay on top of new enhancements, visit ascentra.org/anywhere.