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Q. When can I use Business Online?
A. You can view the balances and activity in your account 24 hours a day, seven days a week except for normal maintenance periods. Some transactions may be initiated at any time. Other transactions can only be initiated during City National's normal business hours.
Q. Can I export my financial information to QuickBooks or other accounting software packages?
A. City National offers QuickBooks Direct Connect service at no additional charge with Business Online. You can also export files in comma delimited (.csv), tab-delimited (.txt) or BAI2 formats.
Q. Why does my session time out?
A. If your session is inactive (if you have not submitted any transactions) for a designated period of time (determined by City National), the session will automatically terminate and you will need to log in again. Your online service is designed this way to provide you with increased security in case you forget to log out.
Q. How many accounts can I access?
A. You can access the accounts that were designated when you signed up for the service. To have accounts added or removed from the service, contact your banking office or relationship manager.
Q. How do I get additional help during a session?
A. Use the Help button within the application or contact Client Services between 5:30 a.m. and 7:00 p.m. (Pacific Time) Monday through Friday at (800) 599-0020 select option 2.
Q. What should I do if I forget my User ID or Password?
A. If you forget your User ID, contact your system administrator. If you are the system administrator call Client Services between 5:30 a.m. and 7:00 p.m. (Pacific Time) Monday through Friday (800) 599-0020 select option 2. For Passwords, simply click "Forgot Password" on the log on screen.
Q. I am having difficulty connecting to Business Online; what should I do?
A. Business Online is normally available 24 hours a day, seven days a week for your use. If you encounter difficulties connecting to the system, you should contact Client Services between 5:30 a.m. and 7:00 p.m. (Pacific Time) Monday through Friday (800) 599-0020 select option 2. Our technicians will help you determine why you are unable to access the system.
Q. Are transactions processed in real time?
A. How an item is processed depends on the type of transaction. Most paper items (checks/deposits) are processed in a batch environment and are updated nightly. Other transactions such as wire transfers, book transfers and stop payments are posted immediately to your accounts.
Q. Is there a limit to the number of accounts I can add?
A. You may add up to 5 accounts on Business Online. If you have more accounts, City National Treasury NetSM may be right for you. Contact your Banking Office or Relationship Manager for information about Treasury Net.
Q. I have more than one account at City National. Can I transfer funds between my accounts?
A. You can transfer funds between business accounts with certain restrictions. Contact Client Services between 5:30 a.m. and 7:00 p.m. (Pacific Time) Monday through Friday at (800) 599-0020 select option 2.
Q. Can I set up different access privileges for my employees?
A. Yes. Business Online has multiple access levels at the user, account and application level. The user profile can be set as flexible as your business needs dictate.
Q. How far back can I view my transactions?
A. You can select up to 180 days of account history and up to 18 months of online statements for deposit accounts. To see earlier activity, we suggest you regularly download history, either to your hard drive, a CD-ROM or print copies for your files.
Q. Can I use a beta browser to bank online?
A. You will not be able to use beta versions of browsers to access Business Online. City National Bank does extensive testing with browsers prior to certifying compatibility with the system. Once a browser is certified, existing clients will be notified.
Q. Is Business Online safe and secure?
A. City National currently offers several levels of security to help safeguard your financial information when transmitted online.
Q. How does City National protect my privacy?
A. Keeping client information secure and using it only as our clients would want us to is a top priority for all of us at City National. Please refer to the Privacy section located on the cnb.com home page.
Q. How do I know if my banking session is encrypted?
A. Internet Explorer Browser