With MemberDirect® Small Business (MDSB), you are well on your way to managing your banking no matter where you happen to be.
With features such as delegates and dual approvals, you can say goodbye to business bottlenecks. MDSB allows employees, partners, accountants, and anyone with permissions to make or approve payments, or simply view accounts, according to their role. Your business will be both more efficient and more secure, using delegates for your day-to-day business transactions and dual approvals for sound financial oversight. Plus, permissions can be restricted or rescinded as quickly as they were set up, so nothing happens outside your purview or control.
Our Quick Guide will walk you through key features including:
- moving money between business and personal accounts
- accessing personal and business accounts with a single login
- setting up users who are not signers with either read-only or initiator privileges and allowing them to access online personal and business accounts
- granting single or dual signer access to business accounts for initiating and approving transactions
Your next steps