+ All Categories
Home > Documents > RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE...

RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE...

Date post: 14-Oct-2020
Category:
Upload: others
View: 1 times
Download: 0 times
Share this document with a friend
12
RaboAgConnect.com USER GUIDE
Transcript
Page 1: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

RaboAgConnect.comUSER GUIDE

Page 2: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Contents

Page Topic

3 Welcome

4 Registration

7 Forgot Password

8 My Loans

9 Transactions

10 Payments • Paying when bill is due • Paying when no bill is due • Paying when bill is past due • Add/edit payment bank accounts 12 Advances

Page 3: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

RaboAgConnect.com has a new look! It’s also compatible with smart phones and tablets.

Welcome | 3

Welcome to the new RaboAgConnect.com

If you have questions or issues contact Customer Connect.Toll free: 855-722-7766Email: [email protected]: 877-655-9512

Page 4: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Registration | 4

Registration

All users will need to register for a new account from the landing page or login pageof RaboAgConnect.com.

Landing page

OR

Login page Register loan account

CLICK HERE

CLICK HERE

FIND THIS ON YOUR LOAN DOCUMENTS AND STATEMENTS

Postal code and SSN are associated with the user (borrower,

co-borrower, or authorized user)

Page 5: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Registration | 5

Registration

1. Create username/password 2. Validate email

3. Create account

TYPE CODE FROM VERIFICATION EMAIL HERE

4. Add phone number for multifactor verification 5. Verify phone number

Password must be between 8-64

characters and have 3 of the

following: - a lowercase letter

- an uppercase letter - a number - a symbol

Page 6: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Registration | 6

Registration

Online services agreement

My Loans - home page

CHECK BOX AND CLICK “CONTINUE”

Page 7: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Forgot Password | 7

Forgot Password

1. Forgot password 2. Confirm username 3. Validate phone number

4. Phone number confirmed 5. Create new password

CLICK HERE

TYPE CODE FROM VERIFICATION TEXT HERE

If a user forgets their password, they can perform a reset on their own from the login page and no longer need to call Customer Connect to do so.

Password must be between 8-64

characters and have 3 of the

following: - a lowercase letter

- an uppercase letter - a number - a symbol

Page 8: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

My Loans | 8

My Loans

My Loans

Loan Details

CLICK HERE TO GIVE LOANS A “NICKNAME”

CLICK HERE TO MAKE A PAYMENT

CLICK HERE TO VIEW TRANSACTIONS

CLICK HERE TO REQUEST FUNDS

CLICK HERE TO VIEW STATEMENTS

CLICK HERE TO VIEW LOAN DETAILS

Users have the option of creating nicknames for their obligation(s)

within the site to allow for easier loan/line

recognition.

Page 9: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Transactions

Transaction history

Transactions | 9

Transactions

CLICK HERE TO VIEW & DOWNLOAD TRANSACTIONS

CLICK HERE TO EXPORT TRANSACTIONS

Users can export their transaction history to a PDF or an Excel file.

Page 10: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Payments

1. Paying bill when due 2. Review payment message

Payments | 10

Payments

CLICK HERE TO MAKE A PAYMENT

CHECK “AMOUNT DUE” BOX

CHECK “DUE DATE” BOX

SELECT ACCOUNT TO PAY FROM

3. Payment confirmation message

Users are able to complete payments

without being taken to an external site, allowing

for a quick and easy payment experience.

Payments can be scheduled up to 90

days in advance.

Page 11: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Payments | 11

Payments

Paying when no bill is due Paying past due bill

Add bank account Edit existing bank account

CLICK HERE

Users have the ability to pay fees, additional principal, and additional accrued interest from the site.

Bank accounts will be securely stored for ease

of making payments.

Page 12: RaboAgConnect - Rabo AgriFinance · 4. Phone number confirmed 5. Create new password CLICK HERE TYPE CODE FROM VERIFICATION TEXT HERE If a user forgets their password, they can perform

Advances | 12

Advances

Advances

1. Request funds

CLICK HERE TOREQUEST FUNDS

2. Review request 3. Review confirmation message

has been sent to [email protected].


Recommended