Online Banking
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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,…
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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…
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What is a PKI number?
PKI is your unique organisation identifier. We require this number in any correspondence for security purposes.
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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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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 ‘*’…
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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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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…