Man smiling while using a laptop on a couch in a cozy living room.

Online Banking Setup and Security Checklist

Follow these action items to get started with online banking and ensure your accounts are secure.

Free Checklist: Take Your Banking Digital

For simplified money management, digital banking is the way to go. You can enjoy user-friendly tools and real-time updates on your finances. To get the most out of your digital experience, it’s important to familiarize yourself with security best practices, too. Use our free checklist now to safely get started with the convenience of online banking today.

Download Now

Preview of an online banking setup and security checklist PDF.

What's Inside?

An introduction to online banking
Steps to open your online account
Security measures for a safe experience
Do’s and don’ts for online banking

Get your personal copy

The content provided here is not legal, tax, accounting, financial or investment advice. Please consult with legal, tax, accounting, financial or investment professionals based on your specific needs or questions you may have. We do not make any guarantees as to accuracy or completeness of this information, do not support any third-party companies, products, or services described here, and take no liability or legal obligations for your use of this information.