Oak Telecom voxbox VB Operation & User’s Manual

Management A guide to Barclays Wealth Online Banking Latest enhancements 2. Secure messaging ...

3 2.2 User setup 4 2.3 New functions 11 2.4 Account services 12 2.4.1 Close an account 16 2.4.2 Change statement address 19 2.4.3 Order copy statement 22 2.4.4 Order new certificate or interest 22 2.4.5 Order new cheque book/pay in book 22 2.4.6 Stop cheque 22 2.4.7 General enquiries 22 2.5 Payment queries 23 2.6 Order stationery 27 2.7 Stopping a car ...

2.1  Introduction Secure messaging introduces new functionality in our servicing capability for our corporate and intermediary clients. It provides greater security than email and enables you to: • Send and receive messages in near real-time to and from our servicing team through Wealth Online Banking • Order stationery e.g. cheque book, pay-in slips etc • Request detailed information on payments sent ...

2.2  User setup Please note: 1. Users can obtain access to Wealth Online Banking by completing the relevant sections of the Integrated Application Form 2. Your Business Partner will set up your company within the system on a date agreed between you and your Relationship Manager 3. If the bank has granted both secure messaging and enhanced secure messaging services, it is down to you to decide who in your organisation should have a ...

4. Populate/update the corporate user’s details Please note: To amend account opening permissions, click ‘Services’ ...

6. Ensure ‘Secure messaging’ is ticked 7. Scroll down until you see ‘Secure messaging’ section 8. Tick if your organisation chooses to allow enhanced secure messaging to users, providing access to account services e.g. account closure and/or change of address 9. Click ‘OK’ Please note: You can choose to allow only selected users to have enhanced secure messaging. If you do not want to allow this privilege, please leave thi ...

10. You will be returned to the ‘Corporate user details’ screen, click ‘Submit’ – the changes will then need approval by a second administrator 11. Repeat the user setup steps for all the users within your organisation as per your requirements for secure messaging and enhanced secure messaging If dual authorisation is required then this must be completed by another administrator ...

Approve users Please note: 1. Users can obtain access to Wealth Online Banking by completing the relevant sections of the Integrated Application Form 2. Your Business Partner will set up your company within the system on a date agreed between you and your Relationship Manager 1. A second administrator can approve the changes using they Online Banking Card and PIN to log in to Wealth Online Banking here: URL : https://www.barclayswealt ...

5. Click the ‘Approvals’ tab 6. Select the user by putting a dot against their name 7. Click ‘Approve’ to approve the changes ...

8. Please sign using your Online Banking Card and PIN 9. You will be returned to the approval screen again 10. Repeat the above steps for all users requiring approval ...

2.3  New functions The following new functions have been added to your Navigation panes in Wealth Online Banking 1. ‘Messages’ allows you to see the secure messages you have sent to Barclays 2. ‘Account services’ allows you to perform account maintenance, e.g. close accounts, change address etc. 3. ‘View payments’ allows you to enquire about completed payments 4. ‘Order stationery’ allows you to order cheque books, ...

2.4  Account services ‘Account services’ can be selected from the left navigation pane. This function will give you the option to request the closure of an account and to change statement addresses 1. You can close an account or change your correspondence address 2. An account can be closed only if it has a zero balance on the account ‘Account services’ offers a range of options such as account closure requests or chang ...

For an expanded selection of options, go to the account for which you wish to select the service and click on ‘Services’ 3. Click the ‘Banking’ tab 4. Click on the ‘Account set name’ to see the account balances 5. In the ‘View balances’ screen you can view a list of accounts and the balance for each 6. Click on any of the accounts you want to review 7. Click ‘Services’ to use secure messaging for the account s ...

5. In the ‘View balances’ screen you can view a list of accounts and the balance for each 6. Click on any of the accounts you want to review ...

8. You can choose from a range of secure messaging options directly from ‘Account services’ 9. Choose any option by placing a dot against it and click ‘Next’ 7. Click ‘Services’ to use secure messaging for the account selected ...

2.4.1 Close an account 1. From the ‘Account services’ screen choose ‘Close an account’ 2. Click ‘Next’ 3. You are at the first stage of the account closure process 4. Please review your account number, contact number and account balance (it must be zero in order to close the account) 5. Press ‘Next’ to move to the next stage 6. You are at the second stage of the account closure process 7. Please review your acco ...

3. You are at the first stage of the account closure process 4. Please review your account number, contact number and account balance (it must be zero in order to close the account) 5. Press ‘Next’ to move to the next stage Please note that ‘Close an account’ is only available to users with enhanced secure messaging privileges. ...

6. You are at the second stage of the account closure process 7. Please review your account number, contact number and account balance (it must be zero in order to close the account) 8. Press ‘Send’ to move to the next stage Please note that ‘Close an account’ is only available to users with enhanced secure messaging privileges. You can go back to the previous screen by clicking ‘Back’ or ‘Cancel’ to exit the � ...

2.4.2 Change statement address 2.4.2 Change statement address 1. From the ‘Account services’ screen, choose ‘Change statement correspondence address’ 2. Click ‘Next’ to proceed 3. Enter the new address 4. Click ‘Next’ to proceed 5. Please review the account number and new address 6. Please read the message on what is an a ...

address Please note that ‘Change statement address’ is only available to users with enhanced secure messaging privileges. You can click ‘Cancel’ to exit at any time 3. Enter the new address 4. Click ‘Next’ to proceed ...