Online Banking
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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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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…
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What is the difference between primary and secondary groups?
Primary groups should be set up for a user that uses a certain set of accounts on a daily basis. If an account set is within a user’s primary group,…
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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 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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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…