PC Banking

Quick Start Guide

Version 3.11

 

Last Modified April 2, 2004

Copyright Notice

Copyright © 2000 by Certegy  E-Banking Services, Inc. All rights reserved.

Information contained in this document is subject to change without notice. The software described in this documentation is furnished under a license agreement or nondisclosure agreement and may be used or copied only in accordance with the terms of the agreement. It is against the law to copy this software on magnetic tape, disk, or any other medium, other than a single-copy backup for disaster recovery.

CustomerLink is a registered trademark of Certegy  E-Banking Services, Inc. All other products and company names mentioned herein are the trademarks or registered trademarks of their respective owners.

 


 

About PC Banking

Welcome to PC Banking! Your 24-hour banking connection! With PC Banking you have immediate access to a wide range of banking services including checking your account balances, seeing what checks have cleared, and transferring funds from one account to another. In addition you can pay loans, request reports, and export transaction data into a file ready for import into your favorite personal financial management (PFM) software, such as Microsoft Money & Quicken.

What’s Available in PC Banking

PC Banking has a full array of banking services available to you. The following is a list of some of these services.

Account Information and Services

·         Balance information and transaction activity

·         One-time and scheduled recurring transfers and payments

·         Funds transfers between accounts

·         Loan and credit card payments

·         Bill payments

·         View scheduled and upcoming (memo post) transactions

·         View images

·         Stop payment requests

·         Item correction requests

·         Export files into your personal finance software (Quicken/MS Money)

·         Check reorder or reprint requests

·         Statement reprint requests

·         Reporting

·         View an Activity Log

Other Services

·         Product and service information from your financial institution

·         Online credit card application

·         Loan calculator

Customer Profile Maintenance

·         Passwords

·         Account aliases or nicknames

·         Personal fax number or e-mail address

Help

·         Accessed from any page within the program

·         Step-by-step instructions for specific activities

·         Special topics like security or navigation

 

Account Information and Services

After you log into PC Banking, you have immediate access to your account information. Your accounts are listed by type, e.g., deposit, loan, etc. Account numbers are partially masked for security purposes. You may also give each of your accounts a name or “alias” that makes the account easier for you to recognize.

You’ll know when a direct deposit has arrived or when a check has cleared your account. You can even view images of certain items, when available, such as cancelled checks or deposit slips.  You won’t have to remember to write down ATM transactions or point-of-sale purchases—they’ll automatically appear on the screen. You can also easily move funds between your accounts, make a loan payment, or simply schedule transactions for future dates. You can leave your money where it will do the most good until the exact time you need it.  You can view all processed online transactions in the Customer Activity Log. 

Using PC Banking in conjunction with your own money management software gives you a powerful means of managing your finances. You can budget, do retirement planning, prepare taxes, and more. PC Banking allows you to create and download Quicken Interchange Format (QIF) files—the industry standard for transaction information exchange—into your favorite spreadsheet or PFM such as Quicken or Microsoft Money.

Finally, with PC Banking you can request stop payments or a copy of a previous account statement. You can reorder your checks without leaving home or reprint a check you’ve misplaced.  You can even view or reprint your statements as well, https://statement.bloombank.com.

Other Services

PC Banking gives you information about products like CDs or loans. You can also determine the monthly payments of any loan by using our built-in loan calculator.

Customer Profile Maintenance

PC Banking allows you to change or modify certain customer profile information such as your password or your account aliases, the ‘nicknames’ you give your accounts. In addition, you can change the account to which fees are charged or update your fax number and e-mail address.  You should always notify the bank of any changes to contact information .

 

Getting Help Using PC Banking

You can access Help from any page in PC Banking. The online Help gives you step-by-step directions for PC Banking. In addition, several special topics like security, page navigation, and passwords are available.

 

 

What You Need

To use PC Banking, we recommend the following:

·    Dial-up information for your account with an Internet Service Provider (ISP). The ISP is your connection to the Internet.  If you do not have an ISP, Bloomfield State Bank offers MyBloombankMyBloombank is provided by BlueMarble Telecom.  Call (800) 319-6110 for more details or see one of our friendly customer representatives at any of our 11 branches.

·    Browser software. PC Banking is designed to work with Microsoft Internet Explorer 5.5 or higher with 128-bit encryption; or Netscape Navigator 4.08 or higher with 128-bit encryption.

 

Signing Up Online for PC Banking

If you want to sign up online for PC Banking, access the service using the instructions below, and then simply complete the enrollment form located on the main Login page. After filling out the enrollment form, you will receive a welcome e-mail from us once we process your account, this will contain your user ID and password.

Once we have confirmed your enrollment, which will take around 1 business day, you will be ready to sign on and begin using PC Banking.

 


 

 

Accessing PC Banking

Use the following directions to reach the main Login page of PC Banking.

1.      Connect to the Internet using the instructions provided by your Internet Service Provider (ISP).

2.      Double-click the browser icon located on your desktop.

3.      Click Stop on the browser toolbar located at the top of the screen.

4.      Click in the Address box. The text is highlighted. You do not need to delete, just type in the following address:
www.bloombank.com
You may want to bookmark this page for faster access in the future.

5.      Press Enter. You will be taken to our Home Page.

6.      Click the e-banking icon at the top of the page. You will be taken to the PC Banking Login page.

7.      Click Sign up for PC Banking.

8.      Complete the enrollment form.

9.      Click Submit. You will be taken to the verification page.

10.  Verify that the information you entered is correct, then click Complete. You will be taken to the confirmation page.

11.  Your enrollment is complete. Click Return to Login to PC Banking.

Once we have received your enrollment form, we will notify you to let you know when you can start using PC Banking.  After receiving notification, it will take at least 1 business day for your account to be active and ready to use.


 

 

Logging On and Logging Off

Use the following directions to log into PC Banking.

1.      From the main Login screen, type in your user ID and password.

2.      Click Login.

3.      If this is your first PC Banking session, you will see the First Time User page. Click the Terms and Conditions link to review the agreement with Bloomfield State Bank. Then, click Proceed to begin your session.

Logging Off

For security reasons, you must always use the Exit button when you have completed a PC Banking session. This ensures that no one can gain access to your accounts by using your computer. The Exit option will allow you to return to the PC Banking Login page or our Home Page.

A Word About Passwords

Your password is the key to your accounts. Guard it carefully and do not give it to anyone. Here are a few simple guidelines to help with passwords:

·         Select a password that has some meaning to you but would be difficult for others to guess.

·     Use at least six characters, although eight is better.

·     Avoid single words or names.

·     Try to include non-alphabetic characters, such as punctuation marks and brackets.


 

 

Miscellaneous

Emptying Your PC Cache Memory

For added security, you must empty your computer’s RAM or working memory after each PC Banking session. The working memory or cache speeds up your Web access, but also stores copies of the pages you have viewed. How you clear your cache will depend on the browser and version you use. To learn how to empty your cache, see your browser’s Help.

Printing Pages

To print any page from PC Banking, click on the page (screen) area you want to print. This ensures that the area is “active” and the correct page prints. Then select your browser’s print icon. The page will then print. For example, when you complete a request, you may want to print the confirmation page for a record of your confirmation number.

If You Have Problems

We are always working to make PC Banking easier for you to use. Therefore, your comments are important to us. Please use any of the methods listed below to let us know what you think.

·         Send us a message using Contact Us.

·         Send us an e-mail at .

·         Call us during our regular operating hours at (800) 319-6110.