Enrollment Flow
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Enrollment Flow
- 1 Minute to read
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To use Digital Banking, users must first enroll. New users follow these easy enrollment steps:
- A new user visits your financial institution’s banking URL from a web browser or the mobile app to start enrollment.
- The user enters their personal information and agrees to Terms of Service and Privacy Policy.
- 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.
- 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.
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