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Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Quick Reference Guide – Login
Signing in for the first time.
Quick Reference Guide – Wire Import
If you have permissions to import wire files, you will have access to the Wire Import tab on the Payments widget. Wire import list view provides a history of recently imported wire files and an Import Wire link to initiate the wire file import process.
Quick Reference Guide – Payment Center
The Payment Center workspace is home to all your payment initiation needs and transaction records. You can initiate, view and manage freeform (one time use) and template payments in a consolidated fashion.
Quick Reference Guide – NACHA Import
NACHA Import tab provides you the ability to import National Automated Clearing House Association (NACHA) formatted external files into DBIQ-P to generate ACH payments or create ACH templates.
Lockbox Central User Guide
Welcome to the FIS secure LBXcentral interface providing access to lockbox image archive and reporting. LBXcentral allows users to search and access images and reports stored on the Long Term Archives (LTA).
Quick Reference Guide – Transfer Center
The Transfer Center workspace provides all the tools you need to initiate, view and manage account transfers.
Quick Reference Guide – User Management
For corporate administrative users, the User Maintenance widget on the User Management workspace provides you the tools to view, add, update, lock and unlock users in your company.
Wealth Estate Planning 101 Checklist
An estate plan can help protect your family and finances during your life and after you die. It is important to review your estate plan after any life-changing event. These events include marriage, divorce, other domestic arrangement changes, a financial windfall, and the birth or adoption of a child.
Quick Start Guide - Money Management Tool - Cash Flow
For your convenience, we've created this Quick Start Guide that helps you get started with our Money Management Cash Flow Tool.
2024 Retirement Plan & Benefit Limits
The Internal Revenue Service released 2024 cost-of-living adjustments for dollar limitations on benefits and contributions.
Quick Start Guide - Money Management Tool - Debts
For your convenience, we've created this Quick Start Guide that helps you get started with our Money Management Debts Tool.
Quick Start Guide - Money Management Tool
For your convenience, we've created this Quick Start Guide that helps you get started with our Money Management Tools.