Enrollment Flow
  • 1 Minute to read
  • PDF

Enrollment Flow

  • PDF

Article Summary

To use Digital Banking, users must first enroll. New users follow these easy enrollment steps:

  1. A new user visits your financial institution’s banking URL from a web browser or the mobile app to start enrollment. 
  2. The user enters their personal information and agrees to Terms of Service and Privacy Policy.
  3. If your financial institution requires two-factor authentication, has enabled enrollment codes, or the user was invited as a business sub-user, they have to verify their identity.  
  4. Upon successful verification, the new user is directed to their account dashboard to immediately use Digital Banking.

For a complete enrollment walk-through, go to Consumer Enrollment or Business Enrollment.


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.