Business Online Banking Enrollment

If you have not enrolled your business or credit union on the business online banking system, you may perform this easy, step-by-step procedure online. After you complete the Enroll Online pages displayed during this process, we will review your enrollment request for your business and in most cases approve it.

Note: This online enrollment process may not be available depending on how your financial institution configures the business online banking system.

During enrollment, a main administration user and a secondary administration user are set up for your business or credit union. If your enrollment request is approved, either administration user may sign on to business online banking and set up other users for your business as defined in the User Set Up section.

  1. Click the Enroll Online link displayed in the navigation menu on the left side of the initial Sign-On page.
  2. On the Enroll Online - Welcome page, click Enroll a Business.
  3. If an Access Agreement page displays, read the agreement and click Agree to go to the first enroll online page.
  4. When the Enroll Online – Page 1 displays:
    1. Type or select the data requested on the page. All fields marked with an asterisk are required.

      2. Note: The Tax ID# Is a SSN check box identifies whether the tax identification number entered is a Social Security Number (SSN) or an Employer Identification Number (EIN). If the check box is selected, the number entered is considered a SSN; otherwise, the number entered is considered an EIN.

    2. Click Continue to go to the next enrollment page or Cancel to return to the initial Sign-On page.
  5. On the next page titled Enroll Online – Page 2:
    1. Type or select the data requested on the page to define a main administration user and a secondary administration user. All fields marked with an asterisk are required.
    2. Click Continue to go to the next enrollment page, Back to return to the previous page to review/change data, or Cancel to return to the initial Sign-On page.
  6. When the Enroll Online – Page 3 displays:
    1. This optional page may display requesting you to enter data for up to 10 active accounts set up for your business at your financial institution. If the account data is authenticated, you may access these accounts on the business online banking system. You must enter information for at least one active account.
    2. Click Continue to go to the next enrollment page, Back to return to the previous page to review/change data, or Cancel to return to the initial Sign-On page.
  7. If another Enroll Online page displays:
    1. Type or select the data requested on the page as appropriate.
    2. Click Continue to go to the next enrollment page, Back to return to the previous page to review/change data, or Cancel to return to the initial Sign-On page.
  8. If an optional Signature Card page displays:
    1. Perform the required procedure.
    2. Click Continue to go to the next enrollment page, Back to return to the previous page to review/change data, or Cancel to return to the initial Sign-On page.
  9. When the Enroll Online - Confirmation page displays:
    1. Review the information displayed on the page.
    2. If the information needs to be changed, click Edit to return to the Enroll Online – Page1.

      3. Note: The Tax ID# Is a SSN check box on Enroll Online – Page1 identifies whether the tax identification number entered is a Social Security Number (SSN) or an Employer Identification Number (EIN). If the check box is selected, the number entered is considered a SSN; otherwise, the number entered is considered an EIN.

    3. If the data is correct on all enrollment pages, click Confirm to complete the enrollment process.
    4. To return to the initial Sign-On page, click Cancel.
  10. If you clicked Confirm in the previous step, one of the following messages displays:
    1. "Enroll Online – Success" - This message displays if your enrollment request is authenticated successfully and submitted to your financial institution. Click the OK button to return to the initial Sign-On page and wait until your financial institution contacts you.
    2. "Enroll Online – Failure" - Your online enrollment request could not be authenticated; click OK to return to the initial Sign-On page. In most cases, your financial institution adds other information to this message, which may include a contact phone number and instructions describing how you can handle this situation. Your financial institution also receives a report listing all successful and failed online enrollments that it may use to complete each failed enrollment and contact the new business upon completion.