Professional Documents
Culture Documents
Stanbic User Guide
Stanbic User Guide
for
Version 1
TABLE OF CONTENTS
1. INTERNET BANKING RETAIL MODULE ............................................................................................................. 3 1.1 1.1.1 1.1.2 1.1.3 1.2 1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.3 1.3.1 1.3.2 1.3.3 1.3.4 1.3.5 1.3.6 1.3.7 1.3.8 1.3.9 1.3.10 1.4 1.4.1 1.4.2 1.4.3 1.5 1.5.1 1.5.2 1.5.3 1.5.4 1.5.5 1.5.6 LOGIN ............................................................................................................................................................................. 3 LOGIN (FOR FIRST TIME USERS ) .......................................................................................................................... 3 LOGIN (FOR REGULAR USERS)............................................................................................................................. 5 SET PASSWORD FROM FORGOT PASSWORD LINK ...................................................................................... 6 BALANCE AND T RANSACTION INFORMATION......................................................................................................... 9 VIEW ACCOUNT D ETAILS ...................................................................................................................................... 9 VIEW MINI STATEMENT ........................................................................................................................................11 VIEW T RANSACTION HISTORY ............................................................................................................................13 VIEW LIEN I NQUIRY ...............................................................................................................................................16 VIEW NOMINEE D ETAILS......................................................................................................................................18 VIEW STOPPED C HEQUES ...................................................................................................................................20 VIEW CLEARING INSTRUMENTS..........................................................................................................................22 TRANSACTIONS MANAGEMENT ...............................................................................................................................25 ADD B ENEFICIARIES .............................................................................................................................................25 VIEW B ENEFICIARIES ............................................................................................................................................27 EDIT B ENEFICIARIES .............................................................................................................................................30 TRANSFER F UNDS BETWEEN OWN ACCOUNTS ...............................................................................................34 TRANSFER F UNDS TO T HIRD PARTY OWN BANK........................................................................................38 MAKE PAYMENTS T HIRD PARTY TRANSFERS/ PAYMENTS TO OTHER BANKS ....................................43 MAKE PAYMENTS BILLS PAYMENTS .............................................................................................................48 VIEW F UTURE DATED PAYMENTS .....................................................................................................................52 VIEW SAVED TRANSACTIONS .............................................................................................................................54 VIEW COMPLETED T RANSACTIONS ...................................................................................................................57 MANAGE BILLER ........................................................................................................................................................59 ADD/ R EGISTER BILLER ......................................................................................................................................59 VIEW R EGIST ERED BILLERS ...............................................................................................................................62 EDIT R EGIST ERED BILLERS ................................................................................................................................64 GENERAL SERVICES .................................................................................................................................................68 R EQUEST FOR ACCOUNT MODIFICATION.........................................................................................................68 ENABL E MOBILE BANKING (S ELF ENABLEMENT BY USER).........................................................................71 SUBSCRIBE/ U NSUBSCRIBE FOR ALERTS .......................................................................................................74 MAKE INQUIRY .......................................................................................................................................................77 MAKE S ERVICE R EQUEST ...................................................................................................................................79 QUERY S ERVICE R EQUEST .................................................................................................................................81
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1.
1.1
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Terms and Conditions page.
Page 3 of 83
STEP 4.
ACTION Read the Terms and Conditions, and scroll to the bottom of the page. Click on Agree
COMMENT
5.
Enter current password and supply new password. Retype new password and click Ok
The system would prompt first time Users to change their password. Users should note the conditions for password change indicated on the page Password changed successfully would be displayed to indicate a successful password change
6.
7.
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STEP 8.
ACTION
COMMENT The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
2.
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STEP 3.
ACTION Input your User ID and Password in the corresponding fields and click on Login
COMMENT User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
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Date of Birth Account Number (linked to CIF ID) Transaction Amount (1 out of 5 transactions on the above mentioned account number) Transaction Type (Debit or Credit) One Time Password (OTP) ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
STEP 1.
2.
3.
Click the Forgot Password link on the Internet Banking login Page
4.
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STEP
ACTION
COMMENT values. An OTP would be sent to the Users registered mobile number
5.
Enter your new password and the OTP sent to the registered mobile number. Click on Update
6.
7.
8.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
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1.2
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is
4.
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STEP
ACTION
COMMENT displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
6.
7.
Select any of the accounts shown and click on Account details under Inquiry Features
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STEP 8.
ACTION
COMMENT System displays all the details of the account. User can also download displayed information in pdf and CSV formats
2.
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STEP 3.
ACTION Input your User ID and Password in the corresponding fields and click on Login
COMMENT User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
6.
7.
Select any of the accounts shown and click on View mini statement under Inquiry Features
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STEP
ACTION
COMMENT
8.
System displays a mini statement of the account. User can also download displayed information in pdf and CSV formats
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on View transaction history under Inquiry Features
8.
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STEP
ACTION
COMMENT
9.
The transaction history on the account is displayed based on the search criterion provided by the User
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on Lien Inquiry under Inquiry Features
The lien on the account is pulled from the Core system and displayed
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STEP 1.
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
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STEP
ACTION
COMMENT accounts of the customer that are profiled for Internet Banking
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on View Nominee Details under Inquiry Features
The system would display the list of Nominees on the account. This information is pulled from Core
Page 20 of 83
STEP 1.
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
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STEP
ACTION
COMMENT accounts of the customer that are profiled for Internet Banking
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on View Stopped Cheques under Inquiry Features
The system would display the list of Stopped Cheques on the account. This information is pulled from Core
Page 22 of 83
STEP 1.
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
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STEP
ACTION
COMMENT accounts of the customer that are profiled for Internet Banking
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on View Clearing Instruments under The system would Inquiry Features display the list of Clearing Instruments on the account. This information is pulled from Core
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1.3
Transactions Management
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is
4.
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STEP
ACTION
COMMENT displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Manage Beneficiaries The Manage Beneficiaries page should be displayed
6.
7.
8.
Enter mandatory beneficiary details in the provided fields. Home Bank for Beneficiary within Stanbic IBTC, Other Bank for beneficiary outside Stanbic IBTC. Click on Update.
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STEP
ACTION
COMMENT under Payment notification if the customer wants the beneficiary to be notified of payments. System should generate a token (OTP)
9.
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
7.
8.
The system should display the list of beneficiaries registered for the User
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STEP 9.
ACTION
COMMENT
2.
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STEP
ACTION
COMMENT
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Manage Beneficiaries The Manage Beneficiaries page should be displayed
6.
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STEP
ACTION
COMMENT
7.
8.
The system should display the list of beneficiaries registered for the User
9.
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STEP
ACTION
COMMENT
10.
Check the box corresponding to any of the shown beneficiaries above and click the Edit button
11.
User can either update the changes in the existing beneficiary or save changes as a new beneficiary System should generate an OTP
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STEP
ACTION
COMMENT
12.
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
7.
Select Transfer between own accounts from the dropdown and click on Go
8.
Select preferred Transaction Category from the dropdown and click Continue
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Submit
For one-off transfer, select Single payment. For recurring transfer, select recurring payment. The page for the selected category should be displayed The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer.
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STEP
ACTION
COMMENT User can also set the payment date as a future date
10.
11.
If User selected recurring payment, the page below is displayed. User completes all mandatory fields on the page. Click on Submit
The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date to commence in the future
12.
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STEP
ACTION
2.
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STEP 3.
ACTION Input your User ID and Password in the corresponding fields and click on Login
COMMENT User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Transactions Management The Make a Transactions page should be displayed
6.
7.
Select Third Party Payments/ Transfers own Bank from the dropdown and click on Go
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STEP 8.
ACTION Select preferred Transaction Category from the dropdown and click Continue
For one-off payment to a registered beneficiary, select Single Payment Existing Payee For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Submit
The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date Successful transfer page should be displayed
10.
Enter the OTP sent to your registered mobile number and click Submit
11.
If User selected Single payment Adhoc Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Proceed
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STEP
ACTION
COMMENT can select to add the beneficiary to his Payee list or continue the transfer as-is. The Single payment Adhoc Payee is displayed
12.
Enter details of account to be debited, amount and transaction date. Click on Submit
An OTP should be generated and sent to the Users registered mobile number. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date
13.
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STEP
ACTION
COMMENT
14.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Submit
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date
15.
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STEP
ACTION
COMMENT
2.
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STEP
ACTION
COMMENT
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Transactions Management The Make a Transactions page should be displayed
6.
Page 44 of 83
STEP 7.
8.
For 3rd party transfers with beneficiary in other banks , select Third Party Payments/ Transfers Other Banks For Bills Payment both in own bank and other banks, select Bills Payment
9.
Select preferred Transaction Category from the dropdown and click Continue
For one-off payment to a registered beneficiary, select Single Payment Existing Payee For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee
10.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Pay
The Confirm Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date
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STEP
ACTION
11.
Enter the OTP sent to your registered mobile number and click Submit
12.
If User selected Single payment Adhoc Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Next
At the bottom of the displayed page, Customer can select to add the beneficiary to his Payee list or continue the transfer as-is. The Single payment Adhoc Payee is displayed
13.
Enter details of account to be debited, amount and transaction date. Click on Pay
An OTP should be generated and sent to the Users registered mobile number. User can also click on Save to preserve entries
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STEP
ACTION
COMMENT made if the User is not ready to execute to transfer. User can also set the payment date as a future date
14.
15.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Pay
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set
Page 47 of 83
STEP
ACTION
16.
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for
Page 49 of 83
STEP
ACTION
6.
7.
8.
For 3rd party transfers with beneficiary in other banks , select Third Party Payments/ Transfers Other Banks For Bills Payment both in own bank and other banks, select Bills Payment
9.
Select preferred Transaction Category from the dropdown and click Continue
For one-off payment to a registered Biller, select Single Payment Existing Payee For recurring payment to a registered Biller, select Recurring Payment Existing Payee
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STEP 10.
ACTION Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Pay
COMMENT The Confirm Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date Successful transfer page should be displayed
11.
Enter the OTP sent to your registered mobile number and click Submit
12.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Pay
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer.
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STEP
ACTION
13.
COMMENT User can also set the payment date as a future date Successful transfer page should be displayed
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/
Page 52 of 83
STEP
ACTION
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Future Dated Payments The Future Dated Payments search page should be displayed
6.
7.
Select Transaction Type from the from the dropdown and click on Go
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STEP 8.
ACTION Select preferred Transaction Category from the dropdown and click Continue
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Search
The system should display all future dated entries made by the User for the transaction category
2.
The Internet
Page 54 of 83
STEP
ACTION
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on View Saved Transactions The View Saved Transactions search page should be displayed
6.
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STEP 7.
ACTION Select Transaction Type from the from the dropdown and click on Go
8.
click Continue
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Retrieve
The system should display all future dated entries made by the User for the transaction category
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2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
Page 57 of 83
STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on View Completed Transactions
6.
7.
Select Transaction Type from the from the dropdown and click on Go
Click Go button to fetch Network Category Click on Continue The View Completed Transactions search page should be displayed
8.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Retrieve
The system should display all future dated entries made by the User for the transaction category
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STEP
ACTION
COMMENT
1.4
Manage Biller
2.
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STEP
ACTION
COMMENT displayed
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Bills Management, and click on Manage Biller The Manage Biller page should be displayed
6.
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STEP
ACTION
COMMENT
7.
The Register Payee page should be displayed Click on Search button to display the list of Payees in the system List of Standard Payees retrieved page should be displayed System should generate a token (OTP)
8.
9.
Enter mandatory beneficiary details in the provided fields. Enter the token (OTP) generated and click Submit
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STEP
ACTION
COMMENT
STEP 1.
COMMENT
2.
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STEP
ACTION
COMMENT
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Bills Management, and click on Manage Biller The Manage Biller page should be displayed
6.
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STEP
ACTION
COMMENT
7.
Select View Registered Payee from the dropdown and click on Continue
8.
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Requirements: User ID Password OTP STEP 1. ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and cli ck on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Bills Management, and click on Manage Biller The Manage Biller page should be displayed
6.
7.
Select View Registered Payee from the dropdown and click on Continue
8.
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STEP
ACTION
COMMENT
9.
Select the Biller whose details you want to edit and Click on Edit
View Registered Payees page should be refreshed and display details of previous information entered for the Biller
10.
The Standard Payee Details page should be displayed and OTP should be generated
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STEP
ACTION
COMMENT
11.
If detail is NOT okay, click on Back to go to previous screen. If detail is okay, enter OTP and click on Submit Record should be successfully updated and the confirmation page should display
1.5
General Services
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STEP 1.
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard
Page 69 of 83
STEP
ACTION
COMMENT shows all the accounts of the customer that are profiled for Internet Banking The Manage Biller page should be displayed
6.
7.
8.
9.
Select the account to modify, edit the account name in the corresponding field,
OTP should be
Page 70 of 83
STEP
COMMENT generated
10.
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
7.
8.
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STEP 9.
10.
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STEP
ACTION
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
6.
Expand General Services, and click on Alerts, Select View/ Update Alert Subscription, Click on Continue
The View Alert Subscription page should be displayed showing the list of alerts the User has subscription and to which he can subscribe
7.
Click on subscribe to subscribe for the alerts Click on unsubscribe to unsubscribe for the alerts Click on Update subscription to update subscription account number
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2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Inquiry Facility, Select Activities from the dropdown, Click on Continue The Activities page should be displayed showing the list of activities the User can enquired on
6.
7.
Selecting the activity type displays a search page for that type of inquiry. User inputs search criteria and clicks Retrieve to fetch required information
Activity type includes: My Financial Activities My Non-Financial Activities Detailed Activity Inquiry Detailed Transaction Inquiry
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2.
3.
Input your User ID and Password in the corresponding fields and click on Login
4.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Service Request, Select New Request from the dropdown, Click on Continue The Activities page should be displayed showing the list of activities the User can enquired on
6.
7.
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STEP
ACTION Cheque Book Request (Online) Request for Demand Draft (Offline) FD Account Opening (Offline) FD Renewal (Offline) Loan Request (Offline) Stop Cheque Request (Online) Switch Mailing Address (Online)
COMMENT
2.
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific
Page 81 of 83
STEP
ACTION
COMMENT sections of his/ her IB account. System displays Important Security Benefits page.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Query Request, Select New Request from the dropdown, Click on Continue The Query Requests page should be displayed
6.
7.
Complete entries into the corresponding fields for the type of request being queried
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STEP
ACTION
COMMENT
Request that can be queried includes: Cheque Book Request (Online) Request for Demand Draft (Offline) FD Account Opening (Offline) FD Renewal (Offline) Loan Request (Offline) Stop Cheque Request (Online) Switch Mailing Address (Online)
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