Enrollment Help

The individual enrolling is considered the primary user and overseer of the online account. This individual is also responsible for establishing access for other users within the organization. The individual enrolling must be authorized to act on behalf of each company enrolled. Additional information regarding the responsibilities of the individual enrolling, as well as the responsibilities of others granted access to the site, can be found throughout the Quick Help sections within the site.

Company Administrator Enroll

General Information

The first section of the online enrollment application asks for general information about the individual enrolling. Complete the information as requested, including your Name, Business Mailing Address, City, State, Zip, Email Address, Birth Date, Phone Number and Fax Number. Required fields are marked with an asterisk (*).

Password Selection

As the individual enrolling, you will be asked to enter a password. When selecting your password, be advised that the password must be a minimum of eight (8) characters consisting of at least one upper case letter and at least one number - no special characters or spaces are allowed. For security reasons, we recommend that you avoid choosing easily verifiable information (such as Name, Birth Date, Anniversary Date, Address, etc.) when selecting your password. We also recommend changing your password once a month.

Notification Method

Select your preferred notification method. In the event email is selected as your preferred notification method, an email address must be provided in the general information section of the application.

After your online enrollment has been submitted and the appropriate signed documentation received, we will begin processing your enrollment. Once your enrollment has been processed by our Customer Care Representatives, we will inform you of the status by the preferred notification method selected on your online enrollment application.

Product Selection

As part of the online enrollment process, you will need to designate which product(s) you wish to enroll. Both Business Banking and Credit Card functionality are available online. If you have both deposit/loan accounts and commercial credit card accounts, select the Banking & Commercial Card option within this section. If you currently have only deposit/loan accounts, select the Banking option. If you currently have only commercial credit card accounts, select the Credit Card option.

After selecting the products you wish to enroll, click the Continue button. Depending on the product(s) selected, you will be taken to an additional page requiring completion.

Banking Enroll

Company Information

Indicate which companies you wish to enroll. Where requested, input the Company Name, Tax ID Number and an account number for the first company you wish to add. Click the "Add" button. You should now see the company information listed in the "Added Companies" section of the page. Repeat the above process for each company you wish to enroll. Note: You do not need to input company information for each Account you wish to enroll if they are within the same company. The account number simply serves as a reference point for the individuals processing your enrollment request. All accounts associated with the added companies will be reviewed and, when appropriate, added to your online account.

After entering the company information, review the "Added Companies" section to ensure the information is correct. If a company has been added in error, simply click the "Delete" button to the right of the Company information.

Business Credit Card Enroll

Business Credit Card Enroll

If you have elected to enroll for access to your Business Credit Card information, you will be asked to provide information specific to the company being enrolled. Input the Company Name, Business Tax Identification Number, Physical Address and Mailing Address information where requested. If the mailing address is the same as the physical address, there is no need to enter the same information twice. Simply select the "Same as Physical Address" option and proceed.

Online Agreement

Now that you have submitted the required information for enrollment, we ask that you review the terms and conditions of the Online Agreement. You may also print the agreement by selecting the Print option at the end of the document. If you agree with the terms and conditions, select the I Agree button also present at the end of the document. This will bring you to the enrollment verification section of the application.

If you do not agree with the terms and conditions present in the Online Agreement, select the I Don't Agree option. This will return you to the original Logon screen. Be advised that selecting this option will remove all application information previously entered.

Enrollment Verification

After agreeing to the terms and conditions of the Online Agreement, you will be directed to the enrollment verification screen. This screen provides a summary of all information entered. Review the information on this screen carefully. If the information on the screen is correct, select the Continue option at the bottom of the screen. Selecting Continue from this screen will submit your application. If the information on this screen is not correct, you may correct any or all of the information by selecting the Change option at the bottom of the screen.

Enrollment Processing

Once your online enrollment application has been processed, you will be notified via the preferred notification method selected on the application. Allow 2-3 business days for processing.

Questions

To speak with an Online Representative, contact us at 1.800.962.3503, 24 hours a day, 7 days a week.