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Contents
1
Introduction 3
2
Technical Requirements 3
3
Before you begin activation - you will need...... 4
3.1
Primary Users
4
3.2
Secondary Users
4
4
Activation Process
4
4.1
New User
4
4.1.1 Step 1 of 6 - New or Existing User
4
4.1.2 Step 2 of 6 - Enter activation details
5
4.1.3 Step 3 of 6 - Enter log on details
5
4.1.4 Step 4 of 6 - Complete personal details
6
4.1.5 Step 5 of 6 - Complete Security questions
6
4.1.6 Step 6 of 6 - Registration completed
7
4.1.7 Personal page
7
4.2
7
4.2.1 Navigate to the ‘Add another entity’ screen
8
4.2.2 Enter activation details
8
5
Subsequent log ons 9
6
Closing the session 10
7
Primary Users for businesses 10
7.1
Changing the Primary User
10
8
Secondary Users 10
8.1
Creating a Secondary User
10
8.2
Amending the Secondary User’s access rights or payment limits
14
8.3
Deleting a Secondary User
14
9
Other points of reference
15
9.1
Online help buttons and icons
15
9.2
Online help centre for Set-up Guides, Forms and FAQs
15
9.3
Online Banking help desk
15
Existing User - Activating another entity
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Introduction
..................................................
What is an entity?
..................................................
Who is a Primary User?
This guide provides a walk through of the process to set up of your new Online Banking
Service. For businesses, it explains the different user types and how they are set up.
An entity is a group of accounts. For personal accounts, the accounts all belong to the
same individual and include joint accounts. For businesses, it is a group of accounts in one
business name.
For a personal entity, the Primary User is the account owner.
For a business entity, the Primary User is the person nominated by the business to
manage and be responsible for Online Banking.
..................................................
..................................................
Who is a Secondary User?
..................................................
Primary Users automatically have full use of Online Banking. They can view account
information and initiate payment instructions (if a payment limit has been agreed). For
business accounts, Primary Users can also authorise the creation of additional Secondary
Users and edit the profiles of current Users. There can only ever be one Primary User for a
single entity.
Please refer to section 7 for more information about Primary Users for businesses.
Secondary Users are business employees or other individuals who have been selected by
the Entity/Primary User to access accounts via Online Banking. The Entity/Primary User
decides which accounts the Secondary Users may access, as well as any payment limits
(if a payment limit has been agreed).Secondary Users can be limited to view only access,
if desired.
Please refer to section 8 for more information about Secondary Users.
2
Technical requirements
To access Online Banking, you will need the appropriate browser software (eg Internet
Explorer) and operating system (eg Windows) on your computer.
..................................................
PC
..................................................
APPLE MAC
The combinations below are supported by the Online Banking Service. We recommend
that you use one of these combinations. Other combinations may work, but our ability to
offer technical support is more limited.
Operating system /
Browser
Win 7
Vista
Win XP
Microsoft Internet
Explorer 8.0
Y
Y
Y
Microsoft Internet
Explorer 7.0
Y
Y
Y
Firefox 3.6
Y
Y
Y
Firefox 3.0
Y
Y
Y
Operating system /
Browser
OSX 10.4 to 10.6
Firefox 3.6
Y
Firefox 3.0
Y
Safari 5.0
Y
Safari 4.0
Y
..................................................
For guidance on how to check which combination you are using, visit our Help Centre at
www.hsbcprivatebank.com/ukhelpcentre (System Requirements).
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3.1
Before you begin activation - you will need...
Primary Users
Please make sure you have the following to hand before you attempt to complete
the Activation process. Without these you will not be able to complete Activation:
Your Security Device – which will look like the image to the right.
Your Welcome Letter which contains your:
Online Banking ID
Registration Number
Your Activation Code – sent to you by e-mail.
3.2
If a Primary User needs to be notified of their Activation Code again, they can contact
the Helpdesk (refer to section 9), or alternatively complete and fax us an ‘Activation Code
Request’ form. This can be downloaded from the forms section of the Online Banking
Help Centre at www.hsbcprivatebank.com/ukhelpcentre
Secondary Users
A Secondary User will need a copy of the Setup Secondary User Confirmation screen
which is supplied to them by their Primary User. This will have their Online Banking ID,
Registration Number and Activation Code needed for activation. A Secondary User
Application form will also need to be completed in full and submitted to the entities
Private Bank Relationship Manager. This form can be downloaded from the forms
section of the Online Banking Help Centre at www.hsbcprivatebank.com/ukhelpcentre
4
The Secondary Users Security Device (if required) will be sent to the Primary User
once the Secondary User Application form has been processed.
Activation process
4.1
If you are activating an additional entity, please see section 4.2 – Activating additional entities.
New user
To activate the service, please follow the steps below:
Go to www.hsbcprivatebank.com and select ‘Sign in to Online Services’ from the top
right hand corner of the webpage and select United Kingdom.
.1
4.1
On the Online Banking UK page select the “Activate” button below the image of a
Security Device in the “New service” section on the right hand side of the screen.
Step 1 of 6 New or Existing User
Once the screen appears:
Select “I am a new user” if you are activating for the first time.
Existing users wanting to add another entity should select “I am an existing user”
or log on as normal and select “Add another entity” on the welcome page.
Please refer to Section 4.2 for further details about activating other entities.
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.
4.1
Activation
2
Step 2 of 6 –
Enter activation details
Input your Online Banking ID (starts with the letters “GBHBEU”) shown in your
Welcome Letter.
Input the Registration Number shown in your Welcome Letter.
Input your Activation Code. This code is sent to you by e-mail.
Choose your Entity Name. Chosen by you to differentiate this set of accounts from any
other entity that you access.
Select continue to proceed with your activation request.
..................................................
Please note: An extra screen will appear after step 2 if Javascript has been turned off in your web browser options.
.3
4.1
Step 3 of 6 –
Enter log on details
Input your Username. The Username you choose must be unique and memorable as
it will be entered every time you access Online Banking.
The Username should not contain any spaces or punctuation marks (hyphen and
underscore are allowed).
Input your chosen password. The password will be entered every time you access
Online Banking.
The Password is case sensitive.
Input the Security Device Serial Number found on the back of the Security Device
(as shown in the picture below).
Press the button on the Security Device and enter the security number displayed.
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.
4.1
Activation
4
Step 4 of 6 –
Complete personal details
Your First Name / Last Name is pre-filled.
Step 5 of 6 –
Complete security questions
The Security Questions are used for two purposes:
Your E-mail Address is pre-filled but can be changed if required.
.
4.1
5
To identify you over the telephone, should you ever need any support from our Helpdesk.
To reset your password online 24 hours a day, 7 days a week should you ever forget
or suspend it.
Select two questions and input two answers.
..................................................
Note: If you need to reset your password and are unable to remember the answers to your
reset question, you will need to send us an ‘Online Banking Password Reset’ form. This is
available via Online Banking if you get your password or memorable questions incorrect
three times.
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4
.
4.1
Activation
6
Step 6 of 6 –
Registration completed
The ‘Confirmation’ screen will appear.
Personal page
You have now activated Online Banking.
Click ‘Continue’…the window will close and you will be presented with your personal page.
7
.
4.1
To access the service, select the Entity (if you are registered for more than one) and click ‘Go’.
4.2
Existing User Activating another entity
To add another entity you must complete a separate application form for the entity.
The form can only be obtained by contacting your Relationship Manager.
Once the completed application form has been processed, you will receive a new
Welcome Letter via post and a new Activation Code e-mail. Note: you will not need another
Security Device for this new entity.
Please make sure you have the following to hand before you attempt to complete the
Activation process for the new entity. Without these you will not be able to complete
Activation:
The new Welcome Letter which contains the:
Online Banking ID
Registration Number
The new Activation Code – sent to you by e-mail.
Your existing Security Device.
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.
4.2
Activation
1
The first step is to log on to Online Banking using your existing details. This will bring you
to your Personal Welcome Page as shown. Click on the ‘Add another entity’ text. The
activation details screen will subsequently appear.
Enter activation details
Once the activation details screen appears:
.
4.2
Navigate to the
‘Add another entity’ screen
2
Input your Online Banking ID as shown on the new Welcome Letter.
It will start with GBHBEU.
Input the Registration Number shown on the new Welcome Letter.
Input the new Activation Code sent by e-mail.
Input an Entity Name. Choose a name to distinguish this entity from
any others which have already been activated.
Select ‘Continue’ to complete the process.
The ‘Activation Successful’ screen will appear and when you click
finish/continue the window will close and you will be returned to your
Welcome Page. You can now access and manage the new entity by
selecting it from the drop down on your Welcome Page. You can activate
up to 50 entities from your Welcome Page (all linked to the one Username).
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Subsequent logons
The next time you log on, please do so from www.hsbcprivatebank.com/uklogon and select the
log on button below the Security Device image in the “Transactional online banking”
section on the right hand side of your screen.
On the first screen, enter your Username and click ‘Continue’.
..................................................
On the second screen, enter your Password and Security Code and click ‘Continue’.
You will then see the Online Banking welcome page.
From your personal page, select the Entity name you require from the
drop down box
(if you have more than one) and click ‘Go’.
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Closing the session
To ensure that you close your session securely, you need to exit Online Banking.
Select ‘Logoff’ from the top right hand corner of your personal page.
7
Primary Users for businesses
7.1
Online Banking enables the Primary User for a business entity to grant access rights to other
individual Users. These individuals are ‘Secondary Users’. Primary Users always retain the
ability to delete and amend Secondary Users’ rights as required. A Primary User could, for
example, delegate view only rights to certain individuals and payment rights to others.
Changing the Primary User
If it is necessary to change the Primary User for a business, a ‘Replace Existing Primary
User’ form should be completed by the business and submitted to your Relationship
Manager for processing. This is available for download from the forms section of the
Private Bank Online Banking Help Centre at www.hsbcprivatebank.com/ukhelpcentre .
If the new Primary User has not already completed the Bank’s identification checks, we
will need to see the following information along with the Replace Primary User form:
A full driving license or passport.
A recent utility bill confirming their current address.
These should be sent to us at the same time as the Replace Existing Primary User form.
8
While a Primary User is being changed, the Primary User access will be disabled until a
new Primary User is activated. Any Secondary Users will still be able to access the service,
but amendments to a Secondary User’s profile and authorisation of payments above a
Secondary Users payment limit cannot be made during this time.
Secondary Users
To allow other people to access the service, the Primary User for a business will need to
set them up as Secondary Users via the ‘Access and Control’ function. The Primary User
can determine their privileges, account access and payment limits.
8.1
Creating a Secondary User
The Primary User must ensure a `Secondary User Application’ is completed in full
and submitted to the entities Private Bank Relationship Manager. This form can
be downloaded from the forms section of the Online Banking Help Centre at
www.hsbcprivatebank.com/ukhelpcentre. Unless this form is approved by the Bank, a Secondary
User will not be able to complete their registration. For full details of the services available
and an explanation of payment limits please refer to `A guide to using Online Banking’
under the guides section of the Help Centre.
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8.1
Secondary Users
Creating a Secondary User
To create a Secondary User, please follow these instructions:
Log on to Online Banking and select the entity for which
you wish to create a Secondary User.
Select Access and Control from the left hand menu.
Select Setup user.
Enter the details for the new Secondary User to be created.
Confirm whether the new Secondary User requires a Security Device or not.
Note: If the Secondary User already accesses the Online Banking service to view another entity they will
NOT need another Security Device (they will be able to use their existing Username and Security Device).
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8.1
Secondary Users
Creating a Secondary User
Scroll down the screen and select the services you wish the user
to be able to use.
The services you grant will only apply to accounts to which you
allow the user access. The only exception to this is the Activity log,
which allows any user granted authority to use the Activity log to
enquire upon all users, services and accounts available for that entity.
If you grant a payment option to the user, please remember to
enter a Daily Payment Limit.
Scroll down the screen and select the accounts which you wish the user to access.
Be aware for Multi Currency Accounts you can only provide access at a portfolio,
rather than account level.
Select ‘Continue’ and after checking the details on the resulting screen click ‘Confirm’.
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8.1
Secondary Users
Creating a Secondary User
Important: When the ‘Setup Secondary User confirmation’ screen appears select ‘print’ and give the
print out to the new Secondary User. They will require these details in order to register for the service.
This ‘Setup Secondary User confirmation’ screen print out takes the place of the Welcome Letter and
Activation Code e-mail. If the Secondary User loses the print out, the Primary User will need to delete
them in the Access and Control function and set them up again as it is not possible to re-advise them
of their Registration Number and Activation Code.
If the Secondary User already has a Security Device, they can complete
Activation by following the instructions in section 4.2.
If the Secondary User requires a Security Device, they must wait for it to arrive
before they can complete the Activation process. The Security Device will not be
issued until the Secondary User Application form has been received and checked
by the Bank. The Secondary User will receive an e-mail confirming that their
account is active once the form has been received and confirmed.
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8.2
Secondary Users
Amending a Secondary
User’s access rights or
payment limits
If you want to amend a Secondary User’s profile, this must be undertaken online.
The Primary User or any other User with appropriate access and control rights
can make these changes:
Select ‘Access and Control’ from the left hand menu.
Select ‘Edit User’.
Select the Secondary Users name.
Amend details as required.
Select ‘Continue’.
Select ‘Confirm’.
8.3
Deleting a Secondary User
The Primary User can remove a Secondary User at any time, online, by deleting the User
via the Access and Control function. Any other User with appropriate Access and Control
rights can also delete Secondary User’s.
Select ‘Access and Control’.
Select ‘Edit User’.
Select the Secondary Users name.
Select ‘Delete’.
Select ‘Continue’.
Select ‘Confirm’.
If you want to remove them from more than one entity, you will need
to complete the actions above for each entity individually.
If a Secondary User attempts to log on to Online Banking after being deleted,
access will be denied.
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9.1
Other points of reference
Whilst logged on to the service you can click the help button or question mark icons to
access online help relevant to the screen you are viewing. The question mark icon will
normally be to the right of an input box you need to complete and the screen specific
help button will normally be in the upper right hand corner of the screen.
Online help centre
for Set-up Guides,
Forms and FAQs
Located at www.hsbcprivatebank.com/ukhelpcentre this dedicated website provides guidance and
further information on the Online Banking service. In addition to FAQs, Forms and details
of system requirements there are two user guides available:
9.2
Online help buttons
and icons
Set-up guide - details step by step how to add additional entities, set up Secondary Users
or simply register for the first time.
A guide to using Online Banking - provides information on each of the functions
within the service.
9.3
Online Banking
help desk
If you need assistance whilst using the service, please call our Online Banking Helpdesk
on 0845 587 3301 or +44 1226 26 1013 if calling from outside the UK. Lines are open
from 8am to 10pm every day of the week (except Christmas Day, Boxing Day and New
Year’s Day). To help us continually improve our service and in the interests of security,
we may monitor and /or record your call with us.
Helpdesk staff can assist with various questions on:
Activation.
Security Devices.
Access and Control function.
General Online Banking service queries.
Whilst general enquiries can be answered without formal identification, for most enquiries
you will need to identify yourself using:
Your Online Banking ID (GBHBEU) or Username or Security Device serial number and
The Password Reset questions/answers set-up during the Online Banking
Activation Process.
© Copyright. HSBC Private Bank (UK) 2010. All rights reserved.
No part of this document may be reproduced, stored in a retrieval system, or transmitted,
in any form or by any means electronic, mechanical, photocopying, recording, or
otherwise, without the prior written permission of HSBC Private Bank (UK) Limited.
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