Self-Enrollment Process for New Users

Step 1: Enrollment

This is the first screen you will see during the self-enrollment process:

Once you click “Let’s Get Started!,” you will see this screen:

After completing the form, you will be able to proceed UNLESS:

• Your SSN already exists in Digital Banking
• Your SSN is tied to another Digital Banking profile
• Your SSN doesn’t bank at the Financial Institution
• You are enrolling with a Business TIN
• You have no Credit History (example: 17 year old is self-enrolling). You will need to contact the bank for assistance.

Step 2: Verification

Customer Verification will be based on questions pulled from your credit history.

In order for you to proceed through this step, you must answer 75% (3 out of 4) of the questions correctly.

Step 3: Username & Security Code

If you pass the verification step, you will then be prompted to establish a Username and Security Code:

After you click Finish, you will see the message below.

Step 4: Bank Approval & Customer Email

When you complete step 3, the bank receives a notification in their Admin site that they must approve.

Once the bank approves your enrollment, you will receive an email with a link. Click the link in order to proceed.

You will be prompted to key in your Security Code. Use the same security code that you entered in step 3.

Step 5: Establishing a Password

You will then be prompted to set up your password: Remember to use strong password practices. Password must contain 8 characters (upper and lower case, number, and special character).

Then click Submit to move on.

Step 6: Setting up Security Questions

You must then set up 3 security questions and answers in order to protect your account: Click Update when you are finished.

Step 7: Customer Agrees to Terms

You must then agree to Terms and Conditions before you can proceed with logging in. Click Accept Terms.

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