Managing Business Online Users

Adding, updating and removing Business Online users

Brian Reardon avatar
Written by Brian Reardon
Updated this week

Business Hours: Our Cash Management department is available weekdays from 8:30 AM to 5:00 PM EST to assist you with adding, updating, or deleting users in your online banking profile.

Adding Users:

  1. To add a new user, please complete our Cash Management Services Request Form. Be sure to accurately fill in all required information.

  2. Once submitted, a member of the cash management team will be in touch shortly to guide you through the next steps and answer any questions you may have.

Updating User Information:

  1. To update information for an existing user, simply fill out the Cash Management Services Request Form. Clearly indicate the specific user and the information that needs to be updated.

  2. Upon submitting, a member of the cash management team will review your request and contact you if any additional paperwork or clarification is needed. Otherwise, the update will be processed and you will be notified when the change is complete.

Deleting Users:

  1. To delete an online user, please reach out to the Cash Management Department in one of two ways:

    • Phone: Call us directly at 781-783-1701 during business hours.

    • Email: Send an email to [email protected] with your request.

  2. Regardless of your chosen method, we will promptly contact you if any additional paperwork is required before completing the user deletion.

Remember: Our dedicated team is here to assist you with managing your online banking users. Please contact us if you have any questions or require further assistance.

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