Commercial Online Banking
How-Tos
Libro’s Commercial Online Banking provides secure 24/7 access to payment and reporting services for our commercial members. Learn how to use Libro's Commercial Online Banking and benefit from all of it's features.
Increase Security in Commercial Online Banking
2-Step Verification is a mandatory layer of security for Commercial Online Banking. It is designed to ensure that you’re the only person who can access your business account, even if someone knows your password.
Libro uses 2-Step Verification to help you:
- Reduce the risks of identity theft and other online fraud
- Assign authorized Administrators and General Users
- Feel safe and secure in your business finances
How-to Instructions
Add a User
To get started watch the video below:
Use the Multi-Approver Feature as an Administrator
To get started watch the video below:
Update and Delete Users
To get started watch the video below:
Adding CRA to Tax Payments
To get started watch the video below:
2-Step Verification
Setting up 2-Step Verification for the first time
When you access Commercial Online Banking for the first time, follow the instructions below:
- Start by entering your Administrator or General User login credentials. You will immediately enter the setup process.
- Read the notice and continue by tapping Secure My Account
Now we will set-up 2-Step Verification (mandatory for all). - Tap on Set up Default Verification Method to enter your default trusted contact.
- Select or enter (if new) the trusted phone number or email where you want to receive verification codes when you sign in. You can choose to receive the codes by text message or email.
- Tap Send, Libro will send a verification code to the trusted contact you provided.
- Enter the verification code and tap Verify to continue.
- Select how often you want to be prompted for your verification code.
- NOTE: Only Administrators have the ability to edit how often they get asked for a code.
- Agree to the terms of Libro’s service agreement, and Save.
If you have any questions or need assistance from a Coach, please contact us.
Use the Multi-Approver Feature as a General User
To get started watch the video below:
Accessing Documents as a General User
To get started watch the video below:
View Transactions as a General User
To get started watch the video below:
Using the Accounts Page
To get started watch the video below:
Need support?
Our cash management team is happy to assist you.
