How to Enroll in Online Banking

by Pilar Ethridge ; Updated July 27, 2017
Banking online makes managing your personal finances a breeze.

Online banking makes money management accessible for all those who sign up. Not only do you gain access to your accounts, but depending on your service, you can also view your recent transactions, check payment status, and pay bills. Enrollment typically does not require much time, but you'll have to be prepared with the necessary information before you're granted access to the online banking portal.

Step 1

Find out if the institution that you bank with has implemented online banking. In some cases, small credit unions and the like might not offer such services.

Step 2

Gather your personal information, including the account number, location of the bank where the account was established, your social security number, and any pin numbers or passwords used with your account.

Step 3

Access your bank's online enrollment portal and enter your personal information when prompted. You should not have to rely on third-party companies or software, so make sure that you are signing up through your bank before you disclose private details of your account.

Step 4

Select the online banking services that you'd like to use, such as those for budgeting, automatic bill payments, or other services for small business management. Also, pay close attention to any fees that might be associated with your use of online banking.

About the Author

Since 2006, Pilar Ethridge has had the pleasure of honing her writing skills as the assistant editor of the newsletter from a Washington, D.C. nonprofit organization. Her interests include children's media, film, American pop culture, crafts, and performing arts in general. Based in Southern California, Ethridge received a Bachelor of Arts degree in liberal studies from the University of California.

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