People working together at a table using laptops in a modern office setting, representing business online banking support.

Business Online Banking Help Guide

Back
-A A +A

Share

Online Banking Help Guide


Make managing your business accounts even easier with our secure business online banking platform and comprehensive Treasury Management solutions. Help guides are linked below to support you every step of the way.

Online Banking

  1. Login to Business Online Banking for the First Time (pdf)
  2. Mobile Banking Guide (pdf)
  3. Customizing the Dashboard (pdf)
  4. Contact Us Business Online Banking (pdf)
  5. Contacting Online Banking Support by Secure Message (pdf)
  6. Adding Users to Business Online Banking (pdf)
  7. Enable Alerts-Notifications Business Online Banking (pdf)
  8. E-Statements Business Online Banking (pdf)
  9. Bill Pay Business Online Banking (pdf)
  10. How to Download QuickBooks File Transaction Activity (pdf)
  11. How to Set Up Soft-Token (pdf)

ACH Positive Pay & Check Positive Pay

  1. Positive Pay Business Online Banking (pdf)
  2. Working with ACH Positive Pay (pdf)
  3. ACH Positive Pay: Adding Rules (pdf)
  4. ACH Return and Notice of Change Reporting Instruction Guide (pdf)
  5. ACH Template Business Online Banking (pdf)
  6. ACH Upload to Business Online Banking (pdf)
  7. Adding ACH Uploads to Users (pdf)
  8. ACH Origination (pdf)

Wires

  1. Wires – Business Online Banking (pdf)
  2. Approving Wires with SMS Code (pdf)
  3. Approving Wires – Secure Message (pdf)


Cathay Bank

Email communication is not secure

Please do not include sensitive information such as account numbers or other personal information such as Social Security or Tax Identification numbers, driver’s license numbers, etc. in any email sent to us via this link.

Continue