Summary of Contents for Oak Telecom voxbox VB
- Page 1 Wealth and Investment Management A guide to Barclays Wealth Online Banking Latest enhancements 2. Secure messaging...
-
Page 2: Table Of Contents
Contents Secure messaging 2.1 Introduction to secure messaging 2.2 User setup 2.3 New functions 2.4 Account services 2.4.1 Close an account 2.4.2 Change statement address 2.4.3 Order copy statement 2.4.4 Order new certificate or interest 2.4.5 Order new cheque book/pay in book 2.4.6 Stop cheque 2.4.7 General enquiries 2.5 Payment queries... -
Page 3: Secure Messaging
2. Secure messaging 2.1 Introduction Secure messaging introduces new functionality in our Businesscall will receive Wealth Online Banking secure servicing capability for our corporate and intermediary messages in near real time, removing the need for further clients. ID&V and with all requisite data to process the request captured first time. -
Page 4: User Setup
2.2 User setup Please note: Click on ‘Add corporate user’ (or ‘View corporate users’ if amending) 1. Users can obtain access to Wealth Online Banking by completing the relevant sections of the Integrated Populate/update the corporate user’s details Application Form Click on ‘Services’... - Page 5 Please note: To amend account opening permissions, click ‘Services’ 4. Populate/update the corporate user’s details...
- Page 6 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. 6. Ensure ‘Secure messaging’ is ticked 9. Click ‘OK’ 7. Scroll down until you see ‘Secure messaging’...
- Page 7 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...
- Page 8 Approve users Please note: Click ‘View corporate users’ from the left hand menu 1. Users can obtain access to Wealth Online Banking Here you will see the user status changed to by completing the relevant sections of the Integrated ‘Amendment pending’ Application Form Click the ‘Approvals’...
- Page 9 5. Click the ‘Approvals’ tab 6. Select the user by putting a dot against their name 7. Click ‘Approve’ to approve the changes...
- Page 10 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...
-
Page 11: New Functions
2.3 New functions The following new functions have been added to your Navigation panes in Wealth Online Banking ‘Messages’ allows you to see the secure messages ‘Stop card/cheque’ allows you to request to stop you have sent to Barclays a cheque Please call the bank if your card is lost or stolen ‘Account services’... -
Page 12: Account Services
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 You can close an account or change your An account can be closed only if it has a zero balance correspondence address on the account... - Page 13 For an expanded selection of options, go to the account for which you wish to select the service and click on ‘Services’ Click the ‘Banking’ tab Click ‘Services’ to use secure messaging for the account selected Click on the ‘Account set name’ to see the account balances You can choose from a range of secure messaging options directly from ‘Account services’...
- Page 14 6. Click on any of the accounts you want to review 5. In the ‘View balances’ screen you can view a list of accounts and the balance for each...
- Page 15 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’...
-
Page 16: Close An Account
2.4.1 Close an account From the ‘Account services’ screen choose You are at the second stage of the account ‘Close an account’ closure process Click ‘Next’ Please review your account number, contact number and account balance (it must be zero in order to close You are at the first stage of the account the account) closure process... - Page 17 Please note that ‘Close an account’ is only available to users with enhanced secure messaging privileges. 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.
- Page 18 Please note that ‘Close an account’ is only available to users with enhanced secure messaging privileges. 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.
-
Page 19: Change Statement Address
2.4.2 Change statement address From the ‘Account services’ screen, choose ‘Change Please read the message on what is an acceptable statement correspondence address’ address Click ‘Next’ to proceed Click ‘Send’ to send the message Enter the new address Your message has been sent successfully Click ‘Next’... - Page 20 Please note that ‘Change statement address’ is only available to users with enhanced secure messaging privileges. 3. Enter the new address 4. Click ‘Next’ to proceed You can click ‘Cancel’ to exit at any time...
- Page 21 Please note that ‘Change statement address’ is only available to users with enhanced secure messaging privileges. 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 You can click ‘Cancel’...
-
Page 22: Order Copy Statement
2.4.3 Order copy statement Please see section 2.6 Ordering stationery 2.4.4 Order new certificate or interest Please see section 2.6 Ordering stationery 2.4.5 Order new cheque book/pay in book Please see section 2.6 Ordering stationery 2.4.6 Stop cheque Please see section 2.7 Stopping a card/cheque 2.4.7 General enquiries Please see section 2.8 General enquiries... -
Page 23: Payment Queries
2.5 Payment queries Click ‘View payments’ Select the question(s) you have in relation to the selected transaction Change the payment ‘Status’ to ‘Completed’ from the drop down menu Click ‘Next’ to proceed Click ‘Display’ to view a list of completed payments Once you have checked that your request is complete, click ‘Send’... - Page 24 5. Click on ‘Transaction query’ to proceed...
- Page 25 6. Select the question(s) you have in relation to the selected transaction 7. Click ‘Next’ to proceed...
- Page 26 8. Once you have checked that your request is complete, click ‘Send’ 9. Click ‘Finish’ to complete your request 10. You will be returned to the original transaction screen...
-
Page 27: Order Stationery
2.6 Ordering stationery Click ‘Order stationery’ Select the account you need the cheque book for and click ‘Next’ Select your chosen option Please select your stationery requirements (you can For example, to order a new cheque book, select this select both options if required) option Click ‘Next’... - Page 28 This option allows you to order a certificate of interest, statement copies or a new cheque book/pay-in book. Please note that you can also order stationery via account services 3. For example, to order a new cheque book, select this option 4.
- Page 29 This option allows you to order a certificate of interest, statement copies or a new cheque book/pay-in book. Please note that you can also order stationery via account services 10. Click ‘Next’ 11. Check your account number is correct click ‘Send’ 9.
- Page 30 This option allows you to order a certificate of interest, statement copies or a new cheque book/pay-in book. Please note that you can also order stationery via account services 12. Confirmation that your message has been sent to the bank and your request will be processed 13.
-
Page 31: Stopping A Card/Cheque
2.7 Stopping a card/cheque Click ‘Stop card/cheque’ Select the reason why you want to stop the cheque Please note the message on the screen and if your You can request to stop a single cheque, or all the card is lost or stolen, please call the bank on this cheques in the cheque book if the cheque book has number immediately been lost or stolen... - Page 32 4. Click the ‘Select group’ drop down menu and select the account group for which you are requesting the cheque to be stopped 7. Select the relevant account 5. Click ‘Go’ to populate the ‘Select account set’ and click ‘Next’ 6.
- Page 33 8. Please check the account number, and contact details for the account for which 10. You can request to stop a single cheque, or all the cheque needs to be stopped the cheques in the cheque book if the cheque 9.
- Page 34 14. Please check the account number and contact details for the account for which the cheque needs to be stopped, along with the date of the cheque, the amount and payee 15. Click ‘Send’ to submit your request...
-
Page 35: General Enquiries
2.8 General enquiries Click ‘General enquiry’ Please check the account number to which your enquiry relates and type your question in the Choose ‘None of the above – I want to raise a general box provided enquiry’ Click ‘Send’ to submit your message Click ‘Next’... - Page 36 5. Click ‘Next’ if your question cannot be answered by the links above 4. If your question relates to any of these options, please click on the relevant link You can go back to the last screen by clicking ‘Back’ or ‘Cancel’ to exit.
- Page 37 6. Please check the account number to which your enquiry relates and type your question in the box provided 7. Click ‘Send’ to submit your message...
- Page 38 8. Confirmation that your message has been sent 9. Click ‘Finish’ to complete your request...
-
Page 39: View, Respond And Delete Messages
2.9 View, respond and delete messages All messages between you and the bank are visible You can click the reference ID to view or respond under the ‘Messages’ tab to messages (please do not respond to any automated messages) Over a period of time, the list of messages will increase and you may want to delete old messages If you want to reply to a message from the bank you can do this by typing your message in the box and... - Page 40 Messages deleted by you are not physically deleted from the system. They are automatically archived and removed from display 3. You can display your messages based on the search criteria you enter 4. Select the account for which you want to archive or delete messages...
- Page 41 5. All the messages sent by you will receive an automated response from the bank to confirm that the message has been received 6. You can click the reference ID to view or respond to messages (please do not respond to any automated messages)
- Page 42 7. If you want to reply to a message from the bank you can do this by typing your message in the box and clicking ‘Send’ 8. You can close or delete the message chain by clicking the respective option. If the message is deleted, then you will no longer be able to view it in the ‘Message’...
- Page 43 Item Ref: IBIM2787. September 2014...