Cash Management Resources > Online Banking > Getting Started
How to Enroll in Online Banking
Preparation
- A signer on the business account must complete the self-enrollment process
You will need the security question, and answer, that you listed on your business account application - Determine a Primary Administrator
This can be yourself or another individual. This role is responsible for adding and removing users as well as assigning roles and responsibilities.
TIP: You can assign multiple users with administrator capabilities; however, the Primary Administrator user cannot be removed from online banking.
Time to Enroll!
- Click here to begin: Enroll Here
- Create your Login Credentials and provide your Company Information
The answer to your security question is what you listed on your business account application.
Please note:
• The Account Information an Additional Banking Services sections at the bottom of the webpage are both optional. - You will be provided your Company ID upon confirmation
Make note of your Company ID and the User ID you created, as you will need both to log in going forward.
Activation
- Please allow up to 1 business day for your Online Banking access to be activated. You will receive a confirmation email from the Cash Management Team cmteam@bankwithchoice.com
Click here to view a printable PDF of these instructions.