The Symantec VIP Access application serves as a "soft token" used to provide an additional layer of security for Business Online access. This tool is essential for authorizing sensitive banking functions, such as submitting or authorizing wire and ACH files. Users have a window of approximately 20 days to enroll their token once their access has been configured.
Preparation
Before beginning the setup, users must download the Symantec VIP Access application on their preferred device.
Desktop Download: Visit the official Symantec VIP page at https://vip.symantec.com/.
Mobile Download: Search for "VIP Access" in the Apple App Store or Google Play Store.
Setup Steps for Users
To complete the enrollment of the soft token, users should follow these steps:
Download and Install: Install the Symantec VIP Access app on your mobile device or desktop.
Locate Credential ID: Open the app to find your unique Credential ID.
If there are multiple users, please fill out the Online User Soft Token Information Instructions form and have it ready for your onboarding call.
Submit ID to the Cash Management Team: Schedule a call with Cash Management by calling 781-783-1701
Logging in for the First Time
1. Using the new URL provided by the Cash Management team, enter your existing username and password to log in.
2. Open the VIP Access App and enter the first six-digit code that generates. Wait for the timer to expire until it generates a new six-digit code.
3. Enter the second six-digit code that generates.
4. Hit Submit
5. Choose a new password and enter it a second time to confirm, then hit Submit