Business e-Banking User Entitlements Admin Guide...7911 eBanking Welcome Rtpcwtl • Tr•nsfers and Paymems • Accou,t StMCH • AdmnlstrMtOl'I • Profile Services & Accounts Limits

Business e-Banking User Entitlements

Admin Guide

Business e-Banking

Table of Contents

Adding Users and Services ..................................................................................... 2

Copying Users ............................................................................................................ 7

Deleting Users ......................................................................................................... 10

Express Account Management ........................................................................... 12

Silvergate Bank Business e-Banking User Entitlements Guide

Rev. 07/20/16

1

Business eBanking

Wetcome Reports • Transfers and Payments • Account SeMCes • Admm1stratlon •

• User administration

User admm1stratJon approval

User Administration Review the options hsted below foJ available user admmistration tasks.

To quickty entitle a new account for company users, go to Emen Account Management

Create New User

Account admnistration

Approvals admm1strat1on

View 1nvahd login report

View user setup report

Express account management

To c;:~:,: :::•::,click : e button be: ou will haw an opportunny to copy an existing user during the process.

Manage Existing Users

To manage a use(s profile. r~ es seMCes & accounts system access , or change limits click on the appropriate user JD

Business eBanking

Welcome Rtpo,1s • Transr.ts and Paymo,,ts • Accounc SeMc•s • Adm,.,.tm,0n •

Proflle Roi s rvtces' Accounts Lim

New User • Profile Enllf tht ntw "'"' mlotmaJJon below and click "Con!Jnut " To .... ~. new USlf ... dlall to be coffil'lettd II I latlf llmt, cllc:k tht ltnk "'SM .. Dial"

Uaer Information

Confirm puswonl

F"t nomo

Lost nome

Pnma,y t -moll iddres•

S.Condaty e-maol addfess (op11onal)

Addrt,on,J 1nlormo11on (opl,on,I)

(Pa11wonil ar•MICIIM ~ • .,.Ito 12 dWKtltJ bttand 111111 c:on&all It M 1 IIGef" and 1 IMll!ilti )

Dlldosures I He_, I 59' Off

-tt I""' I S.O,,Ott

Vera uon

Business e-Banking

Adding Users and Services

To add new Business eBanking users and the services they will use, complete the following:

1. In the Administration tab, click Manage Users in the Company Administration section. The User

Administration page will appear on screen:

2. Click the Create new user button. The New User – Profile page will appear:


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Business eBanking

Welcomt Rtpo,ts ,. Transfers and P;ayrMnls • Account ~ts • Adnw11strat1on •

Roles UmltJ

New User - Roles s.fecl rolH rot this newuslf, and click "'Contmue "To uve thts new UHf as a cnll to be compl.ttd at a latN lime, click the litlk "Save as Draft ..

New user Tom Banktf (TBANKER) fdi1

Copy Exlsting User (optional)

Ve,ifiadon

To save time an creating a new uHf. copy roles. stMCes and accounts from an o,sllng use-t Select the appropn.at:1 opllon and link be4ow Roles StMCH and accoums M l be s~tcttd to match the coped user, and can be tdrted as requartd

o Do not copy user

Copyusor ~

User Roles (optional)

t] Allow 1h11 use, 10 setup templates ('Tll-. MIHlts Iha IIMrtD ~ ..Wp cap.b&.s foronfythoSII MMCD Md ICCQIKlts &o wfldl U. uaet hH bnn ~ )

Anow this U$tf to app.,... l~SiCllonS (11\lt etlUlet N wwto lrll"ltfflll ~ '°' ON)'lftffe MNIOH IO wild U'lf 1.1.W /'IH oeen etltc!M-)

r:l G<ant lllos ustr adfflln!Str31JOn ptMltgts (Tha wl alow ttw Uflf IO add, ll'l)d,fy, copy and &Wlet• 1,1Mra modlly thff" ,..._ a.ervcn and ■ccowit •c:uu.. r@nam. ■COCM.IIQ., ■nd rrodd)i lne nuntlff ol ■~tt:a reqund for requna )

Con1lnue Sm..n.ll!id

HowOol FAO•

Business e-Banking

3. Complete the field as required.

Fields Description

User ID Enter the ID that the user will use to sign on Business eBanking

Password Enter a starter password that follow the on screen instruction. (Passwords are

not case sensitive, are 8 to 12 characters long and must contain at least 1

letter and 1 number).

Confirm Password Enter the same starter password again.

First Name Enter the new user’s first name.

Last Name Enter the new user’s last name

Primary e-mail Enter the email address of the new user.

User Telephone Number Enter the DIRECT telephone number of the new user. If no direct telephone

number available, please contact Cash Management Services.

4. Click Continue. The New User – Roles page will appear on screen:

5. Optional – Check the boxes under the User Roles column that you want to assign to the new user.

6. Click Continue.

7. The New User – Services & Accounts page will appear on screen.

8. Select the services you want to enable and accounts you want to entitle to the user.


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Business eBanklng

~Meet & Aec,o,.,nts Llml1i

New User - Services & Accounts ~.:1 wr~ctn 11\d ICCOll'!I~ i'tt 1w, nwi 11w1111dcloek·comnut • Tow.t 1w, nt #IIWI as; I chl IO !»Cllffljlt!Gd 111 IIUI lfflt doeklht litil "Sl>.'t a; ~.,.

Ser*ts & Accounls (optlonaf►

New U$er -ACH Limits E,lillo-tllb 1:~d~"~Lri:,,_l'lcfr.-, # lll6d "a,t,.,.• T• uwlb-n w OlaH !Dlotc,q:l..,OI 11,0., 1,ot,, <kll~W.'Sffla. {#I'

...... ,o, -,"'e-...(1'8N~II! oo

ACH Daily Wadn11m Uni!

ttl(tN _,.._ dllr ..--11 $1'0('d1o, I~ ,o,.mO' /j 11:efJN.>l lt•~J,,} ~ \TG 1'UII ~ r'(I ~ 1.tllt• II( ~Tllll1/ .,_. f ~ tylh 11,)it •~ :;.:nc-, lJT.b

It

Business e-Banking

9. Click Continue.

10. The New User – ACH Limits page will appear on screen.

11. Set the ACH Daily Maximum Limit, ACH Daily Maximum Service Limits, and ACH Accounts Limits.

12. Click Continue.

13. The New User – Wire Limits page will appear:

14. Set the Wire Daily Maximum Limit (top left empty box), Wire Daily Maximum Service Limits (two

empty boxes, mid right), and Wire Account Limits (bottom section).


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4

eBanking

Welcome Rtpcwtl • Tr•nsfers and Paymems • Accou,t StMCH • AdmnlstrMtOl'I •

Profile Services & Accounts Limits Ve,iflation

New User - Wire Limits Enter o, make app,opnale changts lo WH liffW.s few ttu n.w us«. and cick "'cont1riu.· To •~ 1h11 ntw uHr as a draft lo bt complettd at a laltf llmt click the link ·5ave as draft "'

New user Tom Banker (TBANKER) Edd.

Wire Dally Maximum Limit

Entff the maximum dl,Y ,mwnt tllow'td loJ the i um of II ustf's Wwe ttans.ciaons The •rrwis mu5t bt no grnttr 1h..-. the company ~mrt set by the bank Yitw ComPiOY LUT!IH

u .. , daoty - s ~ 000 000 00

Wire Daity Maximum Service Limits

Enlff the ma>Umum dilfy amount fof each of the UHfs w..-. HMCH The l1mf1S muse bt no grtilllif than lht company 11,m H l by the bank Yttw ComPiO'Y L1!bl$

Wire Service

Wirt OomHhC One Time

W.t USO Intl Ont Time

Wire Account Limits

Enllf tifflll a.mount for each of the ustl's Wtre accounts

User OaUy Service Limit

S 1,000,000 00

S 1 000,000 00

Accounl Numbe, No Umit User Individual TranS&Ction limit No Umk Liter Deity Accoont limit

• 1166 • south account

•1346 • corpor••

'2244 • chocking 8

-is1s - expense account

7910 • OPERATING ACCOUNT

7911 • CHECKl'IG 2

r7'

Business e-Banking

15. Click Continue.

16. The New User – Verification page will appear on screen:

17. Review & finalized the information on this page before clicking submit.

18. Click Submit.


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5

I "- I ..,.0/'I Business eBanking

- -Vert!lutlon

New User• Verification n,.,__.,...~_.,,t,~,-_..-111• A-~,.,t:,o......,..._.,ll'ocl~k"$t.:bnl"T9-11t,_u,.,,...~_,e.,,ctdlplt!odala~-.dck\M_-S-.,..Ot~·

To.,.., th.11ou dd: (fld\f $,f(ll,rl• It• ~,~oar II 11-~0't,.P'(lt ••ft.11UWO/lftllt bk~

Prollle

lb«. ..... P.,"'"'70-n\oUM•u. lffl~htnt~

seMCes & Accounts:

Umltt :

Tl)tl08,Mi.;., ,.., ... ,..,t.n'u<@,oldilr .. ,_ .&U 9Gl-2U?

f-tsell' s ....... , /t w:w:u

Business e-Banking

Note: For companies that do not require multiple approvals for Administration, clicking Submit creates and

activates the user. For companies that require multiple approvals for Administration, clicking Submit submits

the user profile for approval by other Administrators in the company.


Rev. 07/20/16

6

Business eBankin9

Wilc:c'l'lt llti:,urti • fra,$JidlillldP....,._.:; • AcCOll"IIS.MCff • _ _ , ,,._,._ .. _...., __ •~! ____________________ _

' "'1 Profile

New User - Profile Enml.ll9ntWtz.llfl;.t:on;ambQIDw ~dlct"Ccnl_,1111· To ,_lll111n11WIKlfflli ll cl!ill1abllcampoJtgdatatl!fitm. clkk1halnll"S.1,,gzO.,;I.~

u .. r.,formiltiorl

U.tr lO

~ ,:i,new(Ud'

F1nt 11ame

F'llrrwy--~ •.

S.con11¥YM!'llll ..:IOl'.tHfO~f

AlfdiW#lilrlbl'llatiM{OtlliMal~

User Teteptione Number

The 1,tleplone IKlmbtl IJIIM0tl)«wi~1 o,acm'y t~. UStftcll $tW'ltyO,C,:W~ /4/lpltn).~., llq.lred .. •a«<lt'd!O J'tfeh !ht ijWM:hn-1 °"'' jllu:,,ie $)'$1,tnll

u,bol I Wt:irlt .. lNTED STA.TES

M:I ;ukilwim•lrkdJPDt 111!)?:cr

'""'

Business @Banking

""'lico'ne Rlport-, • Jra,9'!ru..ir.l"j'ftlll:s • 1'1riccai.l't S.mces • hl•llfttntm ,. ---~----~-----------------------Roes ..

New User . Roles SMct ... t,rNl'IMllllt 9111deld:"C.Gtt#l.e · , ....... ll .... lol(MIUl!hll t•Nco..,itt ..... lM4'1 'M delttN IM"'SMHOtll.

,,._ 1111• fom &nl:• (l'BAtl([R) fliS

C- Elllating u.., (optlonoQ

v,

T••- t- flt;'1Nllllljl¥rNw• '""'"'" 1.-... ... -'~u• rt••-•-WliJll5ff S.;..;th~••--'l~i.~ ~1, 1""'11tHd~'9111..., NW«1'11111t11~dl._, cep,tf w ... ,,... c• 1M e!S(_. • ,.194 • DellllllcoPFll9tt

Caw mtt ~

u .. , Roles !optional)

Ala• ~ !l !ti,• la set.ip tff'P•H (lt,,iltf4M·•-· ............. ~...-. • ..., ...... ,_-1t--••"""flt'~-fltlWT'19'dMI

AltJ•t~s 115e,, le tppo.eer.,ns~0t1, rn- ..................................... .-.,.,...i.~ t-t-,., .... .,.,.., Ciltllll l'-• tAtf' ....,,_,._OIi .,,.._'"' l"l'-••....,..,lt,,o_ .. _..~utrr ........ _ ~ .............. ,...aa111~~ ·--~_.~.,_ __ ,...,.__,_,~--►

lilllLII.IIII!

Business e-Banking

Copying Users

To copy a user’s access and create a new user, complete the following:

1. From the User Admin page, click the Create new user button. The New User – Profile page

appears:

2. Complete all the fields on this page.

3. Click Continue. The New User – Roles page appears.

4. Under the Copy Existing User section, click the remote button next to Copy user.

5. Click the link Select User. A pop up window will appear:


Rev. 07/20/16

7

Existing User Select the appropriate existing user to copy, and click "copy user".Roles. services and accounts will be selected to match the user selected, and can be edited as required.To return to the new user roles pages, click "Do not copy user".

User ID

0 AQMlli

.J ADMIN104

@ TOMUSER

Copy user

First Name

Admin

KEN

Tom

Do not copy user

Ill

Last Name

Admin

STUDENT

User

Additional Information

BACK UP ADMIN

X

Business e-Banking

6. Select the existing user that will be copied.

7. Click the Copy user button. The window will close. The User Profile page will appear with the

selected user to be copied:


Rev. 07/20/16

8

ess eBanking

Wtloornt Rtpor1, . lJa'l$ICIS{ll°ldP,ymtf'l"I$ . kcov-.iStMCU __ • _ _ .. _ . _,.,_,,,._ "' __ • ___ ~--------------------------

t!2fil! Llmla

New User - Roles

Copy Eldstlng user joptlon:oil }

To s-t-in. c-!,ng ;:, n• vHf. cow•*• HMCG1' aj xcounl!. &om an txi4"ilng ~" Soltd ilt. ;:,~o opi1011 and Ink bdc_. Adt,, Htvco1o, and ~-1.s 'MIi W ulododto m,;ich !ho cop,td UHi, ,nd 011 l>t edted M ftqll led.

• Oo 11 C( eGP')' UHf

., Copyui«- Tom Uu.r Qiauw

user ROies (optional>

t: AJofrlht. llllt 10 Uh1pl•fl'fl.lllH. ~-;e.,1t.o_l0..,,,_...,.,f1Ptt-=- ltt...,_o .. Mcfl 1ftl1oeo-"•-N•-nt• --.tJ Alo• lhs uHt 10 .ippr~ur;,11ue1:ion1

~••"••-•v•-c..,.......fr/llOo1<'J'..-•~"1•4"f11tt>r-•-•-.~•"°"'·' L ~ this ~r ~1,t/3t,on Pffl'!ge!.

(n'lo'"l•"'"'tt<o"""•1•Md""1ol')'.CCf11"..-i•--,rood=t,,,._..,...__.,Wt•ocl---,_,.--.,...,.,oc,f)'"9,_tr~..,_N'(fi,M1t•~)

~

...... , """'

Business e-Banking

8. Click Continue.

9. The New User- Service & Accounts page will appear.

10. Add, enable, and modify the services and accounts on this page.

11. Click Continue.

12. The New User ACH Limits page will appear.

13. Set the ACH Daily Maximum Limit, ACH Daily Maximum Service Limits, and ACH Account Limits.

14. Click Continue.

15. The New User – Wire Limits page will appear.

16. Set the Wire Daily Maximum Limit, Wire Daily Maximum Service Limits, and ACH Account Limits.

17. Click Continue.

18. The New User – Verification page will appear.

19. Review the information on this page.

20. Click Submit. The New User – Confirmation page will appear.

Note: For companies that do not require multiple approvals for Administration, clicking Submit

creates and activates the user. For companies that require multiple approvals for Administration,

clicking Submit submits the user profile for approval by other Administrators in the company.


Rev. 07/20/16

9

eBanking

• U.Ur ~ttmlflie~

tur.-fff'Sl.•lli~ll'I _.,,,. AcCOUl'I( ld1'1"1r'11llt; IM

'°f PNl'111 • ad1 IIV&

\lllhr _, 1'9(1 ttp,,t

\i-«W uwt u1up r~port

P,IQKC 1nt ,_,

Doi I on,

User Profile To edit lhl u.se(s profile chck lhe approptBe edll I m( To d&lt!le tNs L1teI cltck "'Delete use,• To modify It u,ert tysite'" _.,, .... uor,·

U■tr lnformabon

""'"' U~u lD

Use1 ,tutus.

Contact Information

Pt1 ,y ,._mail ad&tu1 ond.-y I fflN ldchlt

r•,._..,OM nwnt.

Ad-m1111SVJt.on

StrvlcH & Account•

At.-t:ount Report.s

ACHFilf U~

ACH Pu,k He Pay

\l\'Q USO 1.-1 O,,o Tune

Wo USO IMJ hmpl.111 B.11.a

Limits

ACH

W r> EdJ1

I Nl

TomUst< To.AJSER -taM uu,@twik. cam

tJa HCOl'Gaty •-fflllll idrdrMI IHI fti1 w... •1(• 4J 962 1551

I - I 1/GO!OII

Ill

r

St:M~ ~eel at:t.Odfl !'Id -~~t.

S&Mce enaib&td. accO\l'ICs nct 1w'-<at1• Stftie:it Mat.ct act:caJn~ e,uled

SeiMU 1r1iJbl.d. i11:::t:ount5 etteled

$.,_,,. Mlbltd KCINftll tn&ii.l•d

Business e-Banking

Deleting Users

To delete an existing user, complete the following:

1. From the User Administration page, click the User ID of the user you wish to modify. The User

Profile page will appear.

2. Click the Delete user link. The Delete User page appears:


Rev. 07/20/16

10

eBanking

• Us~H adrniriislrtmon

VH f .iinn1:stt •tion _ .... Account ad"nll'IIS-~l\!Clc,i

!\pp(C'l.._b ;1dmm1Mraho'I

V-,w i!IQW lc;gi111,poit

V9WW IIUI Ull.lpltpotl

How0o l Term,

0.CIKlllff I .... I "9gn ON

User Administrat ion - Delete User You t\8",'t raq..,ested lode/tie lhe ~lowft9 UUJ. Ono dtl«OO. the UUf C3"'1104 be rtCMfH Sehedultd ,ecru&3t• H1 up b')' lhlS user'MI M <le~i,d.

To delete tin 11s.e1, eltek ·Odele u,er. °' rel'um to ~ -

User Information

IJ;mo: u,erlO. 05'1' $1_..Ul

Cont.act Information

Pnnwy e•mal 3dclre,s: Secondfry e--m_.l acb-$$5 TelepllOtWn.a11'1bEf'"

I A:ol'"

AdlN'UtJallon

S.i-.p --I Service

FA.0~

Al:COUl\l Rtpotli

ACH Filt ~o;ad

ACH Pw.;r.~

Oepou Account R4pon,ng

Po!;i!WOP.1-,•

~&P0911.U9P$)'

Wn OomN,cic On;i Time

Wile USO t'1I One Twne

0o r1Q1 dc:lt:IIJ

Tem 8;~k,r TBANKER Acirte

tom huk«@~~nJ: com No , et~ry e-~.11 ~1,n$ Ot1 file W011c: "' t (.d14) 962-222'2

SQnicf ir'labfl.cl, a0CCUlllS net ~i)liieabli

$qmc1 &nibk<! , aoc;QJnl.$ not :applitilblt

Saiw• GUbltd, ~ua!s omill t ll.

Ser«• 6'\abtE<I, aocounts not :appllc;ible.

SoMCo on~blod, xce1.·t11t ffllillod.

~l'W:f tllal>lld, DCC<IUrtS (~111:lld.

SoMCt on~bltd, acoo11rrts ,n1illtd-.

Serne.e enabled, aceocMs M11lled.

I

Business e-Banking

3. Click Delete User. The User Administration page appears, the deleted user is no longer listed.


Rev. 07/20/16

11

iness e Bimking

W1 0111

ll•A~ ~•Jr.lllmo

U•; 1 aftnr1•J1111h:m

"'"'-Ace04:nt edwni1tnc11,,,

App«,,als .....,,.llaJcn

\'r11w Miihd.1epott

\' w u•,1• :.fllup po1l

• rxp.-eu oa:ou,a m1nafl'9mtnl

tow Doi T1nn1

•1 • l AdnMrr,l .11Jor • I

Express Account Management Stltct tht uu, and account to man~• ar>d ckk "G,· Thi aYalable HM<H kt tti. o«ount 'Ml be chpla/ad below

Stltcl th• a1Nc11 f'la1 th 1eltc11a-accoum WII be111tpd tt, a,d chct."'Su ch.w.;11· Sawd ct-angu ¥1.towmf.t cl.lRllt tntJtltmtna forth, •;,::l~(td ' (11,Jil :em :'o-OMC~ fo ,~w·iw ch:.. . .,._ 9l tu U·wr MOH0':11,dPO

Acc-o,nt CtCCKltlQ l.O.♦cki,,,.•29\2 • :..nb Go

rAO,

Business e-Banking

Express Account Management

Company users with administrator roles also have access to the Express Account Management page.

This page allows company users to quickly entitle a new account for multiple company users without

having to go through the entire account for multiple company users without having to go through the

entire account setup process.

To get to the Express Account Management page:

1. In the Administration tab, click Express Account Management in the Company Administration

section. The Express Account Management page will appear:

2. Find a user by clicking the User drop-down list and clicking on the name.

Note: If the company has more than 20 accounts, a Search link appears next to the Account

drop-down list.

3. Click Go.

4. The Express Account Management page will appear, showing the service entitled for the user.


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siness eBanking

vve1cotn! Repcr1s • Transfers afld Payments • Attotun SeMCes • Adm1n1suat1on •

M~a!118 ti5ers

AiiotM use, changes

Al.:n;ago ;acco,,nt 1nbrrt111h:m

1\h:nage a.;,pro-,al setllflgs

lr'Nlll fll login report

User eelup rep:,rt

, E.xpre&& ;)COOOnt m;,m,9emt1nt

N..:n;ago SEC codin • A0161u

HowOol Term5

Express Account Management Select the uae, and 3CC0Ullt to tl'IM II~ and ddt -co·. The- 31-'3'3ble sel\tcea bf the- 3CCOU'll 'lllill be dSi)layed ~ low.

Select tha &11MCe5 tholl th8 selected account wll l>8 a5sionad to. and click 'Sa'ffl changes" Sll\'00 chonoea 'lllill o'J8rricle cuttonl <1n!it!omi:ritr. lo, !ho s <1lodod ;acc ourt ;and r.omc<1r. To 111\iow ch;a119<1r. go to Uur Admr"r;!t;al ,011

U&er KEN 5ruDE!il .A0IIIIN104 Account· CHECKl"IG 3-CF!ecking-•2912

Services for KEN Sl\JOENT CADMIN104) • Checklna • ' 2912

l Sel"ltoo

1,1 CCO Collecbon

121 CCOPaymert

121 Feder-11Tax

El Full Acc,ount Rocon

1,1 lnfotm:d,on Reportu'9

121 lntemal TransJ!'r

121 Mulbiie Accourrt Transfer

El P;ntial Atco.m1 Recon

□ Po,,bvc P11y

□ Posibve Pay Except,on Mainten~ce

□ PosibYe Pay tssue-Mainten.nce

0 PPO Collecbon

1,1 PPO Paymen:

121 Slate l ax

0 Stoo Paymer(

0 'Niro Oom,i,:h: Orio Tino

121 Wire Domestic Te"l)late Bmd

D Wire FX h tl One lime

□ Wire FX h!l Template Base-<!

□ Wire USO lrrtl One Time

D Wire USO Intl T ~ ote B ll9ecl

S.,\'8 cllong8l Oo not-W\'8 cllong8l

FAil,

1,1

121

~

Ll

D

1,1

Cl

0 ,

~

Ll

D

Allow Transmit

D

ti

ti

ti

ti

0

□

D

0 D

ti

0

ti

D

D

□ D

l

Business e-Banking

Note: The services that are displayed will depend on the services that are enabled for the account

by the bank. If the service does not have the Transmit functionality, the check box in that column will


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Business e-Banking

not be shown. If the service is not enabled, the entitlement check boxes are disabled. If the user does

not have the Approval role, the Allow Transmit column is not shown.

5. Once changes have been made, click Save Changes. A confirmation message will appear on the

top of the page.

Note: If multiple approvals are required for Administration, modified user profiles will be submitted

to the User Administration Approval queue.


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14

Documents

Business e-Banking User Entitlements Admin Guide...7911 eBanking Welcome Rtpcwtl • Tr•nsfers and Paymems • Accou,t StMCH • AdmnlstrMtOl'I • Profile Services & Accounts Limits