Published: November 25, 2019

New Features

New eBanking Dashboard currencies

Your Dashboard is located on the home page of your eBanking. It is a convenient way to view the total assets you hold at the bank, including current accounts, precious metals, mutual funds, and later brokerage accounts.

Today, we are happy to announce that you are now able to view your Dashboard not only in US dollars terms, but in all account currencies. This is particularly helpful to clients who are accustomed to measuring their assets in euros, pounds, and other currencies.

Enhancements

Faster attachment uploads

When sending us a secure message, attachment file processing has been improved, resulting in faster file uploads and less timeout issues.

Mutual fund downtime notice

Mutual funds undergo “close of business” (COB) maintenance every business day, which results in an error message when trying to buy or sell a fund. We have improved the error message to instruct you to input your request during business hours.

Bug Fixes

Standing Order errors

We have fixed a number of issues with inputting and modifying Standing Orders, also known as “Recurring” transfers.

Trading Movement records missing

If you transferred an investment position into one of your Trading accounts, the movement was previously not visible. This has been fixed and you can now see all position movement transactions in your Trading Movements screen.

Published: April 24, 2019

New Features

Mass Payments Now Available

Introducing eBanking’s newest feature, Mass Payments. Mass Payments allows you to make multiple transfers using a single CSV file instead of manually entering each one, saving you time and energy. This feature is especially helpful if you conduct payroll and a large volume of wire transfers every month. Mass Payments is available in your eBanking now. Supported transfer types are International, Between Own Accounts, and other Euro Pacific Account, as well as Card Top Up.

Please see our User Guide to learn how to use it.

eBanking Support Widget

In the bottom right corner of your eBanking, you will now have access to the Support Widget, which is a tool that searches our knowledge base of common policies and procedures. Over time, as more questions are posed in the Support Widget, we will create more content to answer your frequently-asked questions.

Bug Fixes

We made a minor change to the wording on your International Transfer page to clarify that we need either an Account Number or IBAN—not both.

Published: April 1, 2019

Enhancements

Beneficiary Template Expanded

You’ve found transfer Beneficiary templates very helpful, so we’ve added new fields to the template when you request International and Euro Pacific (user to user) transfers. Now with new fields such Amount, Reason for Payment, Payment Details, Charging Instruction, and more, you can request these transfers quickly, easily, and with minimal additional data input.

Bank Card History Improved

If your bank card begins with 5295, we have added the merchant name and other important transaction identifying information to your Statement History.

Transaction Handling Improved

We’ve continued to improve how transactions are processed internally, with the end goal of automated processing and real-time transaction updates. In this release, we’re happy to announce more accurate transaction statuses at all times and reducing manual intervention.

Bug Fixes

Bank Card +/- Symbols Corrected

If your bank card begins with 5295, we fixed an issue where the Statement History was not showing a proper +/- sign depending on a debit or credit entry.

Special Characters

We’ve fixed an issue preventing you from submitting certain special characters in the message body. We’ve expanded the message field to allow some important currency symbols, including: !$%()_+-=:”;’?,./€£

Published: January 28, 2019

New Features

New Two-Factor Authentication Mobile App

We’re happy to introduce our new Two-Factor Authentication method called Mobile OTP (mOTP), which is an iOS and Android application that generates one-time security codes for eBanking, replacing the SMS Verification. SMS Verification is enabled by default, and required when you log into eBanking for the first time.

However, please upgrade to mOTP as soon as possible, as it is more secure and convenient for you. The download and installation instructions are published here.

Enable eBanking Alerts

eBanking Alerts are email and/or SMS notifications that are delivered to you when a specific eBanking event occurs, e.g. a new secure message in your inbox, a new wire transfer received, etc. You can turn on and customize your Alerts by going to Settings > Manage Alerts. Note that some Alerts may be set by the Bank administrator as mandatory, and therefore cannot be modified or disabled.

Enhancements

Updated User Guide

Our eBanking User Guide was created to help you navigate eBanking’s basic features. We are updating it periodically, and if you’d like to see specific new content, let us know. You’ll also find it on our website under Support in the navigation menu.

Wire Transfer Details Visibility

Detailed wire transfer information is now available when viewing a transaction in your Accounts > History. Note that detailed wire transfer information is only available on transactions from October 1, 2018 to date. We appreciate your patience on this enhancement and we will continue to improve functionality.

Bug Fixes

Transfer Dropdown Field Corrected

When doing a transfer from your Global TradeStation (GTS) brokerage account to your Current Account in the Transfers > Between Own Accounts module, the brokerage account was previously displaying a balance of 0.00 by default. This has been removed to prevent confusion.

To determine how much you’d like to transfer from your brokerage account to your Current Account, please log into your live brokerage platform to find your available cash balance.

Need assistance with any of the topics above? Schedule a call with our Client Services team here.