Wire import form
Complete the following to import a wire.
Important:
For a transfer, the system displays all the error messages in red and all the warning messages in yellow.
To import a wire:
- In the Client field the system displays a client's name.
Note:
If your financial institution has assigned multiple clients to you, then from the Client drop-down list select a client's name for whom you are doing the import.
- In the File field, browse to the file that you want to import and click Preview wire. The system displays the import details for you to review.
-
Click Complete wire. Depending on your financial institution's transfer approval process, the system may display any one of the following security challenges options in a Security challenge overlay window - One-time password, Challenge response, Digital signature, Digital signature (Soft token app).
Or
Click Edit to modify the information you established for the wire.
Or
Click Cancel to cancel the wire.
- Optional: If the system displays the One-time password security challenge option, then in the One-time password field type the numeric one-time password that the DP260 or Go3 security token generates. Click Complete challenge. The system displays that it successfully approved or disapproved the transfer.
- Optional: If the system displays the Challenge response security challenge option, then in the Challenge response field, type the numeric response that the DP260 security token generates after you enter the Challenge value in it. Click Complete challenge. The system displays that it successfully approved or disapproved the transfer.
- Optional: If the system displays the Digital signature security challenge option, then in the Digital signature field, type the digital signature that the DP260 security token generates after you enter the To routing transit, Amount, and Date in it. Click Complete challenge. The system displays that it successfully approved or disapproved the transfer.
- Optional: If the system displays the Digital signature (Soft token app) security challenge option, then in the Digital signature field, type the one-time password that the soft token app generates after you scan the image using your device. Click Complete challenge. The system displays that it successfully approved or disapproved the transfer.
Note:
- If you have activated the soft token on multiple devices, then to get the Digital signature form select the appropriate device from the list of available devices.
- Click the Can't scan the image hyperlink, if you are unable scan the image using your device. The system displays the One-time password security challenge option.
- Optional: After you have successfully complete a wire, the system displays a print icon (
). Click the print icon to print the wire details.Or
Click Create another wire to initiate a new wire.
