Getting started with your business account

To get started, reach out to any of the following:

• Your relationship manager
• Your financial center
• Your treasury management sales officer
• Treasury management services at 1.866.371.3831

Once your company is set up, you'll receive an enrollment confirmation with step-by-step instructions to access your accounts.

Getting started is straightforward. Here's how the process works:

1. The bank identifies your admin user and sends the login invitation.
2. The admin user completes the initial login and security settings.
3. The admin user can then create and manage new users.

If you need assistance at any point, call treasury management services at 1.866.371.3831.

Security is foundational to everything we do. MFA and your security token are built into the first-time user registration process, so you're protected from the start.

Depending on your organization's configuration, your setup may include:

• One-time passcodes (OTP)
• Authentication apps
• Security tokens

Keeping your information current helps you receive important alerts and transact without interruption. You can make limited updates directly within business online banking. Most changes require administrator approval or EverBank assistance.

If you need help, call treasury management services at 1.866.371.3831.

You can manage alerts directly within business online banking. Here's how:

1. Log in to your account
2. Go to the Administrations tab
3. Select Communications
4. Choose Manage Alerts

If you need assistance, reach out to treasury management services at 1.866.371.3831.

To add or manage a business debit card, our client solutions team is ready to help. Call client solutions at 1.888.882.3837.

To inquire about closing an account, reach out to any of the following:

• Your relationship manager
• Your financial center
• Treasury management services at 1.866.371.3831

We have partnered with Deluxe for checkbook ordering to give you more options for your business checks. Select from a variety of designs and easily edit things like your company name, address and phone number before you finalize your order. For more information, visit the Deluxe website.

To order checks, contact Deluxe at 1.800.335.8931.

If you have any questions, reach out to EverBank treasury management services at 1.866.371.3831.

While we strongly encourage the use of messages within business online banking, we may occasionally send communications through a secure email encryption service. If you receive a secure email from us, follow the instructions provided to access the message. Please note that a short registration process may be required.