What’s new?

News and updates regarding our online banking for business

Latest update for a smoother and more secure experience 

We’ve recently introduced updates to online banking for business to strengthen security, stability, and compatibility, while laying out the groundwork for future platform enhancements. 

New key features

  1. Search by account number 

    To make searches easier, you can now find an account using its number. 

  2. Role deactivation/reactivation  

    Administrators can now deactivate and reactivate a user’s assigned role. To do so, simply click Manage access under Administration. 

More improvements

  •  Confirmation and approval screens have been redesigned with an improved visual structure to help prevent errors. 
  • In a user’s permissions, account groups are now displayed at the top of the page. This makes searching easier and allows you to quickly notice if the user has no assigned group. 
  • Administrative job roles have now been renamed to identify the permissions they grant to streamline the process of assigning these roles to your users. The job roles have been renamed, but their respective permissions and approval rules have not changed.
    Here are the updated job roles that you will find in online banking:
    • System administrator (formerly Admin Type A)
    • Access and account management (formerly Admin Type B)
    • Approval management (formerly Admin Type C)

Digital statements for foreign currency accounts now available

As of December 2025, statements for accounts in foreign currencies will be available through online banking for business, following the discontinuation of paper and email statement delivery.

 

You can view your statements on the platform, if you have the required access. This is completely free of charge.

 

This change offers several benefits, including:  

  • Faster access to your statements  
  • Up to 7 years of statement history  
  • Enhanced information security   

 

For detailed instructions, read our guide on  How to view or download account statements and cheque images. 

Good to know

Please note that U.S. dollar accounts are not considered foreign currency accounts. Their statements are already available online.

 

Please note that the file names for your account statements and interest statements have been updated. Account statements which previously started with Account_statement will now start with RELCPTE_ACCTSTMT. Interest statements which previously started with Interest_statement will now start with RELCPTEINT_INTACCTSTMT.

Transaction details and online void cheques

To make navigating easier, we’ve revamped some of the pages within our online banking platform.

 

This update includes:

  • More detailed bank account and credit card transaction information.
  • The addition of a void cheque section, now available for self-service from online banking.

Good to know

Investment and financial account transaction details will be available soon.

 

Consult the How do I get a void cheque? guide to learn more.

Job roles: discover the new concept and advantages

You can now assign customizable job roles to users. Provide the rights and permissions that better correspond to their responsibilities within your business.

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5 mins 54 secs   Transcript

Learn more about how you can manage approvals for your users

You can now create approval rules and adapt them to your business. This way the right people are involved at the right time when an action requires approval.

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6 mins 31 secs   Transcript

Changes to adding users and copying permissions

If you have a business group, you can now easily add a new user to one or more entities and grant them permissions by copying those from an existing user.

Good to know

You will need to first create your user before adding them to an entity and copying permissions to them.

 

Consult the How do I add a user to an entity and copy permissions to them? page to learn more.

An easier way to view and manage your company

You can now access all your companies with a single sign-in to online banking. From there, you’ll choose the company you’d like to make transactions for from a dropdown menu.

 

Other updates to the platform include:
 

  • An overview screen that shows all your companies’ transactions in one place 
  • More granularity and flexibility in managing rights and permissions 
  • The ability to view your transactions by company

Good to know

If you don’t see these new features upon logging in, it means that you will soon be migrated to the new version of the online banking platform.

 

Consult the Business group structure section of our Help Centre to learn more.

Changes to sign-in for online banking

We’re always taking steps to make signing in to online banking more secure.

 

We have now divided the sign-in process into two screens:
 

  • On the first screen, you will enter your user ID. 
  • You will then enter your password on the second screen.

Good to know

  • After entering your user ID and password, you will still be required to enter a verification code that you receive by email or text.
  • You can then select Remember this device, meaning you will no longer need enter a verification code upon signing in.

 

Watch our Sign in with my password demo to learn more about signing in to online banking.

Changes to online file transfers and report access

We’ve now added the Corporate File Transfer (CFT) service directly into the online banking for business platform.

 

This now simplifies your experience, meaning:

  • You no longer need to sign into the CFT platform. Once you sign into your online banking for business account, you can upload files and send transfers.

  • You have access to unlimited report downloads and up to seven years of transfer history.

  • If you previously received reports by fax, you could now contact your representative to begin accessing your reports online.

 

Check out the What are the changes for file uploads and report downloads? page to learn more.

The little details that matter

In this video, we will explain how to manage your users' permissions in our Internet Banking Solutions for Businesses.

 

Firstly, you need to fully understand the concept of job roles. A job role is a set of at least one permission allowing your user to perform certain tasks when signing in to Internet Banking Solutions for Businesses.

 

Job role-based management therefore provides greater flexibility when defining the users’ permissions within your organization. 

 

You can analyze the needs of your users, then group them by job role based on their common responsibilities.

 

To begin, sign in to Inline Banking Solutions for Businesses and go to the “Administration” section, then “Manage access”.

 

From this menu, you can create job job roles and assign permissions for each of your employees.

 

For example, you have the flexibility to create different job roles such as "Director", "Accountant" or "Payable Accounts" and assign specific permissions accordingly.

 

For this example, we will create two job job roles: one job job role called "Director", which can have all the permissions, and a second job job role, "Accountant", that can only have the Manage statements and Account summary permissions. This allows to View account and credit card statements, and cheque images.

 

Note that you must be an administrator or have the necessary user management rights to define the job roles.

 

Once the job role and permissions have been added, you may select the accounts for which users can exercise their job role. This is called an account group. To do this, click "Manage access", then select the "Account groups" tab, and click "Create new". Fill in the fields with the name and description of the group, then add the relevant accounts to the group.

 

Once you created the job roles and account groups, you can create new users.

 

To do this, click “Create a user” and fill in the fields with the required information. An invitation email with the temporary password to connect to Internet Banking Solutions for Businesses will be sent automatically to your user. For added security, you will need to share the user code using a different delivery method, such as SMS or phone call.

 

You can now assign a job role and account group to the user, if required. Navigate to the user's profile and select the applicable job roles. Also remember to select the appropriate account groups and to save your changes.

 

Once this step is completed, you can then grant additional permissions to your new user, and they may begin carrying out transactions.

 

Note that you must be an administrator to be able to manage other permissions.

 

Click "Manage permissions", then "Manage other permissions". Using the dropdown menu, you can define access rights for each other feature. Don't forget to confirm your changes! Clicking “Back” will return you to the user's profile.

 

Once connected, your user will only see the permissions assigned to them.

 

Your user can now browse and make transactions in their online business account.

 

If you would like to learn more about the features offered in Internet Banking Solutions for Businesses, visit our help centre at nbc.ca/business-help-centre or demo.nbc.ca.

In this video, we will explain the approvals feature and why it's important. We will then show you how to set approval rules for your business.

 

First of all, why have approval policies in place? Approvals allow users with the required permissions to approve actions.

 

These actions can be administrative in nature (e.g., creating a job role or assigning a group of accounts) or financial in nature (e.g., for an Electronic Funds Transfer).

 

You will find the tabs to configure your users' approvals from the menu on the left, by clicking Manage access.

 

It is the combination of approval levels (A, B, C, D, or E) and the number of required approvals (1, 2, or 3) that allows you to establish approval rules. Several combinations are possible. We'll come back to this in more detail in a moment.

 

Let's start by exploring approval levels in more detail. There are 5 of them: A, B, C, D and E. For the vast majority of businesses, levels A and B are enough.

 

For example, as the director of your business, you might hold approval level A. Since your human resources manager needs to approve certain actions regarding the management of permissions in your business, you may decide to give their job role a level B approval.

 

These approvals ensure that every action is validated by the right people in your business.

 

Now let's take a look at how these rules work in practice.

 

As we mentioned earlier, it's the combination of levels and the number of approvals required that determines your approval rules.

 

The Approval rules tab allows you to set up a policy for each of the categories.

 

By default, National Bank sets a Minimum Approval Count (MAC) for you. However, you are free to adapt your approval rules according to the context of your business, as long as you meet the minimum number of approvals required.

 

In this example, the Manage job roles feature requires a single level A approval.

 

Whereas, Manage permissions requires two approvals, one at Level A and one at Level B.

 

For each action that requires one or more approvals, users who have permission to approve in the Approval log tab will be notified.

 

Let's go back to our first example. Your manager creates an accountant job role. Depending on the approval rule in place, this action requires only one approval. In other words, to manage the creation of the accountant job role, the adminstrator must sign in to their account and go to the Approval log tab to review the creation of the job role and make a level A decision.

 

Let's look at another example, but this time with two approvals. The manager wants to assign the accountant job role to a user.

 

Before the job role is officially assigned, it will be put on hold. The administrator then needs to sign in to their account and go to their Approval log. They approve the assignment of the accountant job role by giving a level A approval. The human resources manager must also sign in to their account to give a level B approval.

 

Please note: All actions will be put on hold until the necessary approvals have been obtained.

 

It is also possible for an employee to approve their own actions with the self-approved right.

 

Let's go back to the example of the director, who has level A approval, but activated the self-approved right as well. When creating the accountant job role, they can approve the action they initiated. In this case, the approval of the administrator is not required.