FD Online

We have enhanced security to further protect your account when you bank online.

If you need to amend account access for more than one user, you will need to do this one user at a time and authorise these changes using your security token.

To locate your list of accounts with nicknames, you would need to:

1. from the home screen, click the menu icon top left
2. select 'Accounts'
3. select 'Account Summary'

A list of your accounts and nicknames will then be displayed.

You can also view your account nicknames when you send a payment. The account nickname will be displayed when selecting which account you wish to send the payment from.

Any user with payment access can create a payment. However, if you previously did not have access to make payments, your payment will need to first be approved by an initiator. After a first approval, it will then need to be approved by an approver.

If you are unsure of your role within the online banking, please check with your account administrator.

If you previously had access to make payments, then you should follow the same steps as before to complete a payment.

Please note, some payments may need additional approval from within your organisation.

To set up a recurring payment:

• under 'Move money' select 'Make a UK payment'
• under 'Frequency' select 'Recurring'
• choose frequency of payment and date of first payment
• enter the 'Number of instalments' or the 'End date'

Please note if you want to set the payment up 'until further notice' leave the 'Total number of instalments' and 'End Date' space empty.

If you have previously set up a recurring payment as 'until further notice' with number instalments equal to 999, please remove the number of 'Pending instalments' and leave the space empty.

The new FD Online has 'limit schemes' set for payment maximum amounts allowed rather than personal limits per user.

Your new payment limit will be equal to or more than what was previously allocated.

The administrator for the account can view and amend the limit set for each user but not to a limit higher than has been set for the account.

Administrators can find further information on how to do this by viewing the new FD Online admin user guide.

The new FD Online allows international payments as standard for all FD Online users.

Additional support on how to make these and the options available can be found in our online banking user guide.

Please check your account tariff for details of any charges.

We have simplified the format to CSV in the new FD Online as CSV files can be used with most spreadsheet programs. Since they're plain text, they're easier to import regardless of the specific software you're using.

We have enhanced security to further protect your account when saving a new beneficiary to FD online.

As an FD Online user you also have the option of making a one off payment and saving the beneficiary later.

To make a one off payment, from your home screen under 'Move money' select 'Make a UK payment'. Next to 'Frequency of payment' select 'One off'.

Within the new FD Online you have the option to complete an advanced search of your transactions. An advanced search allows you to filter transactions made by amount, type, description and reference.

To filter your transactions into separate debit and credit columns, you would need to:

1. from the home screen click on the menu icon top left
2. select 'Accounts' then 'Transaction search'
3. enter the account you wish to search
4. followed by the date range
5. select 'Advanced search'
6. next to 'Transaction type', select either credit or debit
7. press 'search'.

The transactions made under the transaction type you chose are now displayed. From here you also have the option to download them into either 'PDF', 'CSV', 'TXT' or 'XLS' files.