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Use the form below to designate an Administrator for your online banking account.
Only an authorized signer on your loan can complete this form and designate an Administrator. Once the Administrator has been designated and set up within the system, they can then add other users. If you are an authorized signer intending to set yourself or someone else as the Administrator, please continue. If someone else is being designated as the Administrator please contact that individual to provide you access to online banking.
DESIGNATE YOUR ONLINE BANKING ADMINISTRATOR
Please use the form below to designate an Administrator, completing all required fields. Again, we highly recommend that the Administrator is an authorized signer or directly associated with your loan(s).
Important note: We strongly recommend that the Administrator be an authorized signer or directly associated with the loan.
To learn more click here to see frequently asked questions.
| Indicate Level of Access Desired for the Online Banking Administrator designated above:* | ||
| Transactional | Gives the Online Banking Administrator the ability to create and maintain additional users, assign roles and permissions, view account history, draft images and statements, and move money internally and externally via ACH. Any additional users can be set up as either Transactional or View Only. | |
| View Only | Gives the Administrator the ability to create additional users, view account history, draft images, and statements, but not initiate transactions. Any additional users can only be View Only. | |
Screenshot #1 Guidance for Customer Name:
