Welcome to Internet Banking Solutions for Businesses

Our platform is designed to help you manage your banking transactions efficiently and securely. 

Check out our guide for new administrators below.

Before proceeding, you can also consult the new user guide to help users get started on the platform. If you have questions, visit our Business help centre.

The benefits of Internet Banking Solutions for Businesses

Your online business account allows you to: 

• View all your statements and transactions 
• Manage payments to your customers and suppliers, both in Canada and internationally
• Delegate certain tasks to your users

Visit the What are the advantages of opening a business bank account page to learn more.

Get started on the platform

When you first sign in, you need to carry out certain actions and consult the information provided.

First time signing in

1. Sign in for the first time with your user code and the temporary password you received by email when you signed up. If you didn't receive your verification code, visit our What to do if I don't receive the verification code page.

2. The service agreement for a group of businesses allows you to see all the businesses attached. When signing in, select the service agreement starting with "**" for a group of businesses or you can select the main business.

3. Discover our updated account summary feature and navigate the main menu on the left side of the screen to view the features related to your profile.

4. Verify and edit your contact information, if necessary. The accuracy of this information is important because it allows you to set your communication preferences to receive notifications and alerts.

5. Set up an approval policy and learn how to assign or delete policies.

6. Once your policies are set up, you'll need to create an account group from the Manage access section in the left menu. Watch our demo on how to create and then assign account groups.

7. As an administrator, you can manage a user's access by assigning them job roles, permissions, and account groups. For more information, watch our video or check out our guide on how to grant access to a new user in a business group.

Navigation and available features

The different features give you more autonomy and allow you to manage your account online.

Check out our guide to navigating the Internet Banking Solutions for Businesses home page to understand all the features of your new administrator account.

Current operations

Carry out your transactions with ease. With our Internet Banking Solutions for Businesses, you can:

• Manage your beneficiaries
• Make payments
• Send money with Interac e-Transfer® transactions
• Approve transactions or use notifications and alerts

Visit our Business help centre's Accounts & transactions section or watch our demos in the My transfers section.

Rights and permissions

Simplify the management of your business and delegate certain tasks, as stipulated in the Agreement for Business Banking.

To better understand the different rights and permissions, consult the What are the different types of users in Internet Banking Solutions for Businesses page.

You can now self-approve in Internet Banking Solutions for Businesses for the following permissions:

• Manage account groups 
• Manage job roles
• Manage permissions 
• Manage self-approved permissions
• Manage Electronic Funds Transfers (EFTs)
• Manage payments with file option

Information on how to self-approve

• The right to self-approve will be automatically granted to you and your authorized users.
• The number of signatures required to approve an action remains in effect.
• If your organization requires a single signature upon approval, administrators and authorized users will be able to approve tasks they initiated themselves.

Important information about your accounts

If you want to deactivate the right to self-approve, consult the How do I activate or deactivate self-approved users? page.

Important information about your accounts

Note that administrators and authorized users can grant themselves rights to other accounts in your company's profile.

Troubleshooting and assistance 

If you have a technical problem while browsing, see our Troubleshooting section. You can also watch our demos that covers all the essential features of our banking platform. 

If you have a problem that persists, please let us know in one of the following ways: 

1. Send us an email
2. Make a telephone appointment with an advisor
3. Call customer support

Check out our How do I contact the call centre for help? page to learn more about how to contact us.

Customized services for businesses

We also offer banking services tailored to your business needs. These include:

• Business packages 
• Cash flow management 
• Advice and tips
• Partner promotions