Personal Online Banking User Guide-3 - PDF - Opus Bank
14
1.855.678.7226 [email protected] www.opusbank.com Rev. 062014 Welcome to Opus Bank Personal Online Banking User Guide
Transcript of Personal Online Banking User Guide-3 - PDF - Opus Bank
1.855.678.7226 [email protected] www.opusbank.com
Rev. 062014
Welcome to Opus Bank
Personal Online Banking User Guide
1.855.678.7226 1 www.opusbank.com
Table of Contents
Enrollment .................................................................................................................................................. 2
Change Access ID & Password ........................................................................................................... 3
Set Security Data .................................................................................................................................. 3
Terms and Conditions ..........................................................................................................................4
eStatement Enrollment .......................................................................................................................4
User Login .................................................................................................................................................. 5
User Options .............................................................................................................................................. 6
Access User Options Page .................................................................................................................. 6
Change Password .................................................................................................................................. 7
Change E-mail ........................................................................................................................................ 7
Change Challenge Questions .............................................................................................................. 7
Change Security Question & Answer ................................................................................................ 7
Change Account Nicknames ...............................................................................................................8
Set Primary Account ............................................................................................................................8
Enroll in eStatements ..........................................................................................................................8
Account Inquiry ......................................................................................................................................... 9
Account Balances ................................................................................................................................. 9
Transaction History .............................................................................................................................. 9
Search Transactions ............................................................................................................................ 9
Export Transactions ........................................................................................................................... 10
View Statements ................................................................................................................................. 10
New Stop Payments ............................................................................................................................ 11
Transfer Funds ........................................................................................................................................ 12
Accessing Bill Payment ......................................................................................................................... 13
1.855.678.7226 2 www.opusbank.com
Enrollment
Go to: www.opusbank.com
Click Enroll
Select “Click Here To Enroll Online”
Select Account Type
Enter Password (Last 4-digits of Social Security Number)
Click Submit
1.855.678.7226 3 www.opusbank.com
Change Access ID & Password
Enter desired Access ID
Enter desired Password
Confirm Password
Click Submit
Set Security Data
Enter and Confirm E-mail Address
Select and Answer Challenge Questions
Select if logging in from a “personal” or “public” computer
Click Submit
1.855.678.7226 4 www.opusbank.com
Terms and Conditions
Read Terms and Conditions
Click Accept to Proceed with enrollment
eStatement Enrollment
Check box(es) to select Accounts to enroll
Select if you want to receive eStatement notifications
Enter E-mail Address
Check box to Accept Terms and Conditions
Click Accept
1.855.678.7226 5 www.opusbank.com
User Login
Go to: www.opusbank.com
Select the dropdown Under “Account Log In”
Select “Personal Online Banking”
Enter Access ID/Username (Case Sensitive)
Click Submit
Enter Password
Click Submit
1.855.678.7226 6 www.opusbank.com
User Options
Access User Options Page
Click User Options to Display List of Available Options
Click Edit to Select Desired Option
1.855.678.7226 7 www.opusbank.com
Change Password
Enter Current Password
Enter New Password
Confirm New Password
Click Submit
Change E-mail
Enter New E-mail
Confirm New E-mail
Click Submit
Change Challenge Questions
Select and Answer Challenge Questions
Click Submit
Change Security Question & Answer
Enter Security Question
Enter Answer
Click Submit
1.855.678.7226 8 www.opusbank.com
Change Account Nicknames
Select Account
Enter Nickname
Click Submit
Set Primary Account
Select Account
Click Submit
Enroll in eStatements
Check box(es) to select Accounts to enroll
Select if you want to receive eStatement notifications
Enter E-mail Address
Check box to Accept Terms and Conditions
Click Accept
1.855.678.7226 9 www.opusbank.com
Account Inquiry
Account Balances
Mouse over Account
Click on Account Balances
Transaction History
Mouse over Account
Mouse over Transactions
Click on desired Transactions option
Search Transactions
Mouse over Account
Click Transactions
Select/Enter Search Criteria
Click Display
1.855.678.7226 10 www.opusbank.com
Export Transactions
Mouse over Account
Mouse over Transactions
Click Export Transactions
Select Cycle or Enter Date Range
Select Export Format
Click Export
View Statements
Mouse over Account
Click Documents
Select Account
Select Document Type
Select Date Range
Click Submit
1.855.678.7226 11 www.opusbank.com
New Stop Payments
Mouse over Account
Mouse over Stop Payment
Click Add Stop Pay
Enter Stop Payment Information
Click Next
Review Stop Payment Information
Click Submit
1.855.678.7226 12 www.opusbank.com
Transfer Funds
Click Transfer Funds
Select Transfer From
Enter Transfer Amount
Click Next
Verify transfer information
Click Submit
Confirmation Number will be displayed
Click OK
1.855.678.7226 13 www.opusbank.com
Accessing Bill Payment
Click on Account
Click Bill Payment
Get Started screen will be displayed
To download the complete Bill Pay User Guide Click Here.
