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. Please have your security question and answer you listed on your business account application handy.
- 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
- You will be provided your Company ID upon confirmation. Make note of your Company ID and the User ID you created, as you need it for login 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.