Updating Digital Banking Disclosures

When users first enroll in Digital Banking, they must agree to your institution's Terms of Service, Privacy Policy, and/or E-SIGN Disclosure on the Review disclosures page.

If you update these documents at your institution and the associated URLs have changed, you will need to update these URLs in the Admin Platform. To do this, from the Admin Platform sidebar, go to Configurations > Institution Settings and edit the following settings (you can skip this if the URLs have not changed):

• E-SIGN URL – To configure the E-SIGN Disclosure URL
• Privacy URL – To configure the Privacy Policy URL
• Consumer Terms & Conditions URL (for consumers) and Business Terms & Conditions URL (for businesses) – To configure the Terms of Service URL

Disclosure Reconsent

If your institution updates its Terms of Service, Privacy Policy, and/or E-SIGN Disclosure, you can opt to have users re-consent to the disclosures on their next successful login to Digital Banking for both web and mobile. To do this:

1. After updating the disclosure documents, from the Admin Platform sidebar, go to Configurations > Institution Settings and edit the following settings if the URL(s) to the document has changed (you can skip this if the URLs have not changed):
   • E-SIGN URL – To configure the E-SIGN Disclosure URL
   • Privacy URL – To configure the Privacy Policy URL
   • Consumer Terms & Conditions URL (for consumers) and Business Terms & Conditions URL (for businesses) – To configure the Terms of Service URL
2. Next, go to Institution Settings > Last Disclosures Update > Edit. 
3. On the page that appears, select the yyyy-mm-dd field and choose the current date from the calendar. Add a note and select Save Changes.
   
   The next time each user successfully logs in, they will see the Review updated disclosures page and must check the box and select Agree to continue.
   
   On web:
   
   On mobile: