Oak Telecom voxbox LE User manual

Wealth and Investment

Management

A guide to

Barclays Wealth

Online Banking

Latest enhancements

2. Secure messaging

2

Contents

2. Secure messaging 3

2.1 Introduction to 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 card/cheque 31

2.8 General enquiries 35

2.9 View, respond and delete messages 39

3

2.1 Introduction

2. Secure messaging

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/received

• Stop cheques

• Request account services e.g. account closures or

changes of address

• Request statement copies

• Request certificates of interest

Businesscall will receive Wealth Online Banking secure

messages in near real time, removing the need for further

ID&V and with all requisite data to process the request

captured first time.

4

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 access

4. The administrator can only give access to secure

messaging once a Business Partner has granted your

company the secure messaging service

1. The administrator can use their Online Banking Card

and PIN to log in to Online Banking here:

URL : https://www.barclayswealth.com/login/

action/logon/unauthenticated/corporate/

loginSigningGemplus

2. Click on the ‘Admin’ tab

3. Click on ‘Add corporate user’ (or ‘View corporate

users’ if amending)

4. Populate/update the corporate user’s details

5. Click on ‘Services’

6. Ensure ‘Secure messaging’ is ticked

7. Scroll down until you see the ‘Secure messaging’

section

8. Tick if your organisation chooses to allow enhanced

secure messaging to users, providing access to the

account closure and/or change of address services

9. Click ‘OK’

10. You will be returned to the ‘Maintain 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

2. Click on the ‘Admin’ tab

3. Click on ‘Add corporate user’ (or ‘View

corporate users’ if amending)

5

2.2 User setup

4. Populate/update the

corporate user’s details

Please note: To amend account opening permissions, click ‘Services’

6

2.2 User setup

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 this box unticked.

7

2.2 User setup

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

8

2.2 User setup

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.barclayswealth.com/login/

action/logon/unauthenticated/corporate/

loginSigningGemplus

2. Click the ‘Admin’ tab

3. Click ‘View corporate users’ from the left hand menu

4. Here you will see the user status changed to

‘Amendment pending’

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. Click the ‘Admin’ tab

3. Click ‘View corporate users’

from the left hand menu

4. Here you will see the user status changed

to ‘Amendment pending’

9

2.2 User setup

5. Click the ‘Approvals’ tab

6. Select the user by putting a dot

against their name

7. Click ‘Approve’ to approve the changes

10

2.2 User setup

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

11

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,

pay-in slips etc.

5. ‘Stop card/cheque’ allows you to request to stop

a cheque

Please call the bank if your card is lost or stolen

6. You can use the ‘General enquiry’ option for any other

account related query

Please note that this is not suitable for complaints or

other non-banking messages

1. ‘Messages’ allows you to

see the secure messages

you have sent to Barclays

3. ‘View payments’ allows

you to enquire about

completed payments

4. ‘Order stationery’ allows you to order

cheque books, pay-in slips etc.

6. You can use the ‘General enquiry’ option for any other account related query

Please note that this is not suitable for complaints or other non-banking messages

2. ‘Account services’ allows you to perform

account maintenance, e.g. close accounts,

change address etc.

5. ‘Stop card/cheque’ allows you to request to stop a cheque

Please call the bank if your card is lost or stolen

12

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 change of business address, to users

with enhanced service messaging privileges.

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

13

2.4 Account services

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 selected

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’

3. Click the ‘Banking’ tab

4. Click on the ‘Account set name’ to see

the account balances

14

2.4 Account services

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

15

2.4 Account services

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

16

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 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

9. You are at the last stage of the account closing

process

10. Click ‘Finish’ to complete your request

1. Place a dot against ‘Close an account’

2. Click ‘Next’

Please note that ‘Close an account’ is only available to users with enhanced secure messaging privileges.

17

2.4.1 Close an account

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.

18

2.4.1 Close an account

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 ‘Close account’ process

9. You are at the last stage of the

account closing process 10. Click ‘Finish’ to complete

your request

19

Please note that ‘Change statement address’ is only available to users with enhanced secure messaging privileges.

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 acceptable

address

7. Click ‘Send’ to send the message

8. Your message has been sent successfully

9. Click ‘Finish’ to complete your request

1. From the ‘Account services’ screen, choose

‘Change statement correspondence address’

2. Click ‘Next’ to proceed

You can click ‘Cancel’ to exit at any time

20

2.4.2 Change statement

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

Page is loading ...

Oak Telecom voxbox LE User manual

Oak Telecom voxbox LE User manual

Other documents