Oak Telecom voxbox VB, User Manual

Page 1: ...Wealth and Investment Management A guide to Barclays Wealth Online Banking Latest enhancements 2 Secure messaging ...

Page 2: ... an account 16 2 4 2 Change statement address 19 2 4 3 Order copy statement 22 2 4 4 Order new certificate or interest 22 2 4 5 Order new cheque book pay in book 22 2 4 6 Stop cheque 22 2 4 7 General enquiries 22 2 5 Payment queries 23 2 6 Order stationery 27 2 7 Stopping a card cheque 31 2 8 General enquiries 35 2 9 View respond and delete messages 39 ...

Page 3: ...rom our servicing team through Wealth Online Banking Order stationery e g cheque book pay in slips etc Request detailed information on payments sent received Stop cheques Request account services e g account closures or changes of address Request statement copies Request certificates of interest Businesscall will receive Wealth Online Banking secure messages in near real time removing the need for...

Page 4: ...tps www barclayswealth com login action logon unauthenticated corporate loginSigningGemplus 2 Click on the Admin tab 3 Click on Add corporate user or View corporate users if amending 4 Populate update the corporate user s details 5 Click on Services 6 Ensure Secure messaging is ticked 7 Scroll down until you see the Secure messaging section 8 Tick if your organisation chooses to allow enhanced sec...

Page 5: ...5 2 2 User setup 4 Populate update the corporate user s details Please note To amend account opening permissions click Services ...

Page 6: ... organisation chooses to allow enhanced secure messaging to users providing access to account services e g account closure and or change of address 9 Click OK Please note You can choose to allow only selected users to have enhanced secure messaging If you do not want to allow this privilege please leave this box unticked ...

Page 7: ... changes will then need approval by a second administrator 11 Repeat the user setup steps for all the users within your organisation as per your requirements for secure messaging and enhanced secure messaging If dual authorisation is required then this must be completed by another administrator ...

Page 8: ...yswealth com login action logon unauthenticated corporate loginSigningGemplus 2 Click the Admin tab 3 Click View corporate users from the left hand menu 4 Here you will see the user status changed to Amendment pending 5 Click the Approvals tab 6 Select the user by putting a dot against their name 7 Click Approve to approve the changes 8 Please sign using your Online Banking Card and PIN 9 You will...

Page 9: ...9 2 2 User setup 5 Click the Approvals tab 6 Select the user by putting a dot against their name 7 Click Approve to approve the changes ...

Page 10: ...10 2 2 User setup 8 Please sign using your Online Banking Card and PIN 9 You will be returned to the approval screen again 10 Repeat the above steps for all users requiring approval ...

Page 11: ... stolen 6 You can use the General enquiry option for any other account related query Please note that this is not suitable for complaints or other non banking messages 1 Messages allows you to see the secure messages you have sent to Barclays 3 View payments allows you to enquire about completed payments 4 Order stationery allows you to order cheque books pay in slips etc 6 You can use the General...

Page 12: ...can close an account or change your correspondence address 2 An account can be closed only if it has a zero balance on the account Account services offers a range of options such as account closure requests or change of business address to users with enhanced service messaging privileges 1 You can close an account or change your correspondence address 2 An account can be closed only if it has a ze...

Page 13: ...the View balances screen you can view a list of accounts and the balance for each 6 Click on any of the accounts you want to review 7 Click Services to use secure messaging for the account selected 8 You can choose from a range of secure messaging options directly from Account services 9 Choose any option by placing a dot against it and click Next 3 Click the Banking tab 4 Click on the Account set...

Page 14: ...14 2 4 Account services 5 In the View balances screen you can view a list of accounts and the balance for each 6 Click on any of the accounts you want to review ...

Page 15: ...ces 8 You can choose from a range of secure messaging options directly from Account services 9 Choose any option by placing a dot against it and click Next 7 Click Services to use secure messaging for the account selected ...

Page 16: ...ss Next to move to the next stage 6 You are at the second stage of the account closure process 7 Please review your account number contact number and account balance it must be zero in order to close the account 8 Press Send to move to the next stage 9 You are at the last stage of the account closing process 10 Click Finish to complete your request 1 Place a dot against Close an account 2 Click Ne...

Page 17: ...losure process 4 Please review your account number contact number and account balance it must be zero in order to close the account 5 Press Next to move to the next stage Please note that Close an account is only available to users with enhanced secure messaging privileges ...

Page 18: ...o in order to close the account 8 Press Send to move to the next stage Please note that Close an account is only available to users with enhanced secure messaging privileges You can go back to the previous screen by clicking Back or Cancel to exit the Close account process 9 You are at the last stage of the account closing process 10 Click Finish to complete your request ...

Page 19: ...address 2 Click Next to proceed 3 Enter the new address 4 Click Next to proceed 5 Please review the account number and new address 6 Please read the message on what is an acceptable address 7 Click Send to send the message 8 Your message has been sent successfully 9 Click Finish to complete your request 1 From the Account services screen choose Change statement correspondence address 2 Click Next ...

Page 20: ...statement address Please note that Change statement address is only available to users with enhanced secure messaging privileges You can click Cancel to exit at any time 3 Enter the new address 4 Click Next to proceed ...

Page 21: ...umber and new address 6 Please read the message on what is an acceptable address 7 Click Send to send the message 8 Your message has been sent successfully 9 Click Finish to complete your request Please note that Change statement address is only available to users with enhanced secure messaging privileges ...

Page 22: ...4 Order new certificate or interest Please see section 2 6 Ordering stationery 2 4 5 Order new cheque book pay in book Please see section 2 6 Ordering stationery 2 4 6 Stop cheque Please see section 2 7 Stopping a card cheque 2 4 7 General enquiries Please see section 2 8 General enquiries ...

Page 23: ... to proceed 6 Select the question s you have in relation to the selected transaction 7 Click Next to proceed 8 Once you have checked that your request is complete click Send 9 Click Finish to complete your request 10 You will be returned to the original transaction screen 1 Click View payments 2 Change the payment Status to Completed from the drop down menu 3 Click Display to view a list of comple...

Page 24: ...24 2 5 Payment queries 5 Click on Transaction query to proceed ...

Page 25: ...25 2 5 Payment queries 6 Select the question s you have in relation to the selected transaction 7 Click Next to proceed ...

Page 26: ...26 2 5 Payment queries 8 Once you have checked that your request is complete click Send 9 Click Finish to complete your request 10 You will be returned to the original transaction screen ...

Page 27: ...ase select your stationery requirements you can select both options if required 10 Click Next 11 Check your account number is correct click Send 12 Confirmation that your message has been sent to the bank and your request will be processed 13 Click Finish to complete your request 14 You can repeat this process for any other stationery requirement you might have e g certificate of interest and or a...

Page 28: ... pay in book Please note that you can also order stationery via account services 5 Click the Select group drop down menu to select the account group for which you are requesting the cheque book 6 Click Go to populate the Select account set field 7 Click the Select account set drop down menu and choose the account set then click Go 8 Select the account you need the cheque book for and click Next ...

Page 29: ... interest statement copies or a new cheque book pay in book Please note that you can also order stationery via account services 9 Please select your stationery requirements you can select both options if required 10 Click Next 11 Check your account number is correct click Send ...

Page 30: ... complete your request 14 You can repeat this process for any other stationery requirement you might have e g certificate of interest and or a copy of your statement This option allows you to order a certificate of interest statement copies or a new cheque book pay in book Please note that you can also order stationery via account services ...

Page 31: ...e stopped 9 Select the reason why you want to stop the cheque 10 You can request to stop a single cheque or all the cheques in the cheque book if the cheque book has been lost or stolen 11 Please provide the necessary details for the cheque or series of cheques 12 In the case of a single cheque please provide the cheque date amount and payee 13 Select the account the cheque relates to and click Ne...

Page 32: ... menu and select the account group for which you are requesting the cheque to be stopped 5 Click Go to populate the Select account set 6 Click the Select account set drop down menu and choose the account set then click Go 7 Select the relevant account and click Next ...

Page 33: ...ou want to stop the cheque 10 You can request to stop a single cheque or all the cheques in the cheque book if the cheque book has been lost or stolen 11 Please provide the necessary details for the cheque or series of cheques 12 In the case of a single cheque please provide the cheque date amount and payee 13 Select the account the cheque relates to and click Next ...

Page 34: ...a card cheque 14 Please check the account number and contact details for the account for which the cheque needs to be stopped along with the date of the cheque the amount and payee 15 Click Send to submit your request ...

Page 35: ...the links above 6 Please check the account number to which your enquiry relates and type your question in the box provided 7 Click Send to submit your message 8 Confirmation that your message has been sent 9 Click Finish to complete your request 1 Click General enquiry 2 Choose None of the above I want to raise a general enquiry 3 Click Next Please note this option is for all account related trans...

Page 36: ...s 4 If your question relates to any of these options please click on the relevant link 5 Click Next if your question cannot be answered by the links above You can go back to the last screen by clicking Back or Cancel to exit ...

Page 37: ...37 2 8 General enquiries 6 Please check the account number to which your enquiry relates and type your question in the box provided 7 Click Send to submit your message ...

Page 38: ...38 2 8 General enquiries 8 Confirmation that your message has been sent 9 Click Finish to complete your request ...

Page 39: ...s been received 6 You can click the reference ID to view or respond to messages please do not respond to any automated messages 7 If you want to reply to a message from the bank you can do this by typing your message in the box and clicking Send 8 You can close or delete the message chain by clicking the respective option If the message is deleted then you will no longer be able to view it in the ...

Page 40: ...isplay your messages based on the search criteria you enter 4 Select the account for which you want to archive or delete messages Messages deleted by you are not physically deleted from the system They are automatically archived and removed from display ...

Page 41: ...s 5 All the messages sent by you will receive an automated response from the bank to confirm that the message has been received 6 You can click the reference ID to view or respond to messages please do not respond to any automated messages ...

Page 42: ...bank you can do this by typing your message in the box and clicking Send 8 You can close or delete the message chain by clicking the respective option If the message is deleted then you will no longer be able to view it in the Message tab however a Closed message can still be viewed ...

Page 43: ...Item Ref IBIM2787 September 2014 ...