Online Banking
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What services am I entitled to as a System Administrator?
To find out which services you are entitled to: Log in to Wealth Online Banking Click View User Services. Services include: Payment Deletion – ability…
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How can I assign secondary groups to a user?
Log in to Online Banking Firstly, ensure that Account Sets and Groups have been created. Click Assign Groups to User In the unallocated groups section,…
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How can I approve changes that other system administrators have made?
In order to approve changes made by other administrators (e.g such creating/amending users, creating/amending account sets, amending beneficiary details,…
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What services can I assign to a corporate user?
A system administrator can assign services (or entitlements) to a corporate user by amending the corporate user’s details. They can assign three…
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Can I save a new layout for my statements?
Sorry, no, you can’t. You can only change your layout for your current session. When you next log in, your statement will change back to the standard…
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How do I get to my online statements?
When you log into Wealth Online Banking you won’t automatically see the Documents tab. You can activate the Documents tab by completing the following…
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When should I use an urgent currency International payment or a SEPA credit transfer?
Differences SEPA credit transfer Urgent currency payment In a hurry? This is for non-urgent payment. Your recipient will…
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In payments, what does carried forward mean?
When completing an online payment, if you see the payment status 'carried forward' please contact us so we can ensure your payment is completed…
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How can I amend a beneficiary set?
Log in to Online Banking Click the Payments tab Click View Beneficiary Sets Change the beneficiary details you wish to amend Click Submit Enter PIN Click…
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How do I find a particular account?
You can search for a particular account by either: View Accounts screen Using the search by account name feature – you can use ‘*’…