Online Banking

  • How can I assign primary 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,…

  • How do I find out more about my accounts?

       If you have Online Banking (example screen) follow the instructions below     Please log in to Online Banking. Click…

  • What is a PKI number?

    PKI is your unique organisation identifier.  We require this number in any correspondence for security purposes.

  • 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…

  • 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 ‘*’…

  • 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,…

  • Can I receive my statements online?

    Yes, but only system administrators can change the statement delivery preferences as a change will impact all users.  If you are not a system administrator:Please…