online banking - itaú private bank · welcome to our website and online banking. in this reference...

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Dear Client, to access the Tutorial in English, click here. Prezado Cliente, para acessar o Tutorial em Português, clique aqui. Estimado Cliente, para acceder al Tutorial en Español, haga clic aquí. Online Banking Reference Guide

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Page 1: Online Banking - Itaú Private Bank · Welcome to our Website and Online Banking. In this reference guide you will have an overview on the features we are offering as well as complete

Dear Client, to access the Tutorial in English, click here.

Prezado Cliente, para acessar o Tutorial em Português, clique aqui.

Estimado Cliente, para acceder al Tutorial en Español, haga clic aquí.

Online BankingReference Guide

Page 2: Online Banking - Itaú Private Bank · Welcome to our Website and Online Banking. In this reference guide you will have an overview on the features we are offering as well as complete

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Online Banking Reference Guide

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Page 3: Online Banking - Itaú Private Bank · Welcome to our Website and Online Banking. In this reference guide you will have an overview on the features we are offering as well as complete

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Dear Client,

Welcome to our Website and Online Banking.

In this reference guide you will have an overview on the features we are offering as well as complete information to access your Online Banking.

With a simple design and easy navigation, you will be able to access both your bank and your brokerage account in one place.

For more information, please contact your Itaú Private Bank team.

Sincerely,

Itaú Private Bank

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Page 4: Online Banking - Itaú Private Bank · Welcome to our Website and Online Banking. In this reference guide you will have an overview on the features we are offering as well as complete

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Introduction and Registration

Welcome to itauprivatebank.com _________________________________________________________ 5

Login and Password Activation ____________________________________________________________ 6

Index

Navigation

Menu Options ___________________________________________________________________________ 10

Preferences _____________________________________________________________________________ 11

Frequently Asked Questions _____________________________________________________________ 12

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Introduction and Registration

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Welcome to Itaú Private Bank.com Pass the mouse over the orange circle.

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Login and Password Activationindexprevious next

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Login and Password Activationindexprevious next

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Login and Password Activationindexprevious next

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Navigation

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Menu Options indexprevious next

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Preferences indexprevious next

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Frequently Asked Questions

Where can I view my Account Number?1. Click on the menu option Your Portfolio.2. Click on All to view all of your Account Numbers. Tip: In this step, you can also choose to view your accounts separately or together.

Where can I view my Account Activity?1. In the Home Page, click on Cash.2. Click on the DDA of the Currency you are interested in.Tip: Use filters to narrow down your search, if necessary.

Where can I view my Statements?1.Your latest Statements will be available in the Home Page, under the section Latest Documents.Tip: To view older Statements, click on the menu option Document Library. Next, click on the Search button to view your previous Statements. Where can I view my Trading Confirmations?1. Click on the menu option Brokerage Direct Access. Click on the Communications tab, then Trade Confirmations.Tip: You can access your Brokerage Statement in more detail if you click on the Statement and Reports option.

Where can I change my password? 1. Click on Preferences (bottom right corner of the page) and on the Change Your Password button.Tip: The Preferences box also offers you the option to change your Language (select between English, Portuguese or Spanish).

Can I have more than one username for each of my accounts?1. Yes, please contact your Private Banker for more information.

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Your Online Banking access should help you manage your investment portfolio. For any assistance or guidance, please contact your Itaú Private Bank team.

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Internet Bankingguia de referência rápida

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Prezado Cliente,

Bem-vindo ao nosso website e Internet Banking.

Neste guia de referência você encontrará as informações necessárias para acessar e navegar no Internet Banking.

Com um design simples e uma navegação intuitiva, você poderá acessar tanto suas contas bancárias quanto suas contas de corretagem. No final, você terá uma visão geral dos recursos oferecidos.

Para mais informações, entre em contato com sua equipe Itaú Private Bank.

Atenciosamente, Itaú Private Bank

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Introdução e Registro

Bem-vindo ao itauprivatebank.com _______________________________________________________ 5

Ativação do Login e Senha ________________________________________________________________ 6

Índice

Navegação

Opções do menu ________________________________________________________________________ 10

Preferências _____________________________________________________________________________ 11

Perguntas mais frequentes _______________________________________________________________ 12

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Introdução e Registro

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Bem-vindo ao Itaú Private Bank.com Passe o mouse sobre o círculo laranja.

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Ativação do Login e Senha

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Ativação do Login e Senha

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Ativação do Login e Senha

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Navegação

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Menu de Opções

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Preferências

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Perguntas Mais Frequentes

Onde encontro o número da minha conta?1. No menu, clique na opção Your Portfolio2. Clique em Todos Dica: Nesta etapa, você também pode optar por ver as suas contas separadas ou em conjunto

Quero ver as movimentações da minha conta. Como faço?1. Na Home, clique no Cash2. Clique no DDA da Moeda do seu interesseDica: Utilize filtros para afinar a sua pesquisa

Quero acessar os meus Extratos. Como faço?1. Na Home, clique na seção Documentos ÚltimosDica: No menu, selecione a opção Document Library. Clique no botão Procurar para visualizar Extratos mais antigos Quero ver a confirmação da ordem de compra ou venda de um ativo. Como faço?1. No menu, selecione a opção Brokerage Direct Access. Clique na aba Communications e em seguida, Trade ConfirmationsDica: Para acessar o Extrato da Corretora, clique na aba Statement and Reports

Como posso alterar a minha senha?1. No canto inferior direito da página clique em Preferências e na opção Mudar a SenhaDica: Você também tem a opção de mudar o idioma do internet banking (selecione entre Inglês, Português ou Espanhol) Posso ter mais de um usuário para cada uma das minhas contas?1. Sim. Por favor, entre em contato com o seu Private Banker para mais informações

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O seu acesso ao Internet Banking lhe permite administrar o seu portfólio de investimento. Para qualquer ajuda ou informações adicionais, entre em contato com a sua equipe Itaú Private Bank.

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Banca en Línea Guía de Referencia

Page 29: Online Banking - Itaú Private Bank · Welcome to our Website and Online Banking. In this reference guide you will have an overview on the features we are offering as well as complete

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Estimado Cliente,

Bienvenido a nuestro sitio web y Banca en Línea.

En esta guía usted encontrará la información necesaria para acceder y navegar por su cuenta bancaria en Internet. Así mismo, esta guía le ofrecerá un resumen de todos los recursos que tenemos disponible.

El diseño y la navegación de este sitio web le permitirá a usted acceder de manera fácil tanto a sus cuentas bancarias como a sus cuentas de corretaje.

Para más información, por favor póngase en contacto con su representante en Itaú Private Bank.

Cordialmente,

Itaú Private Bank

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Introducción y Registro

Bienvenido a itauprivatebank.com ________________________________________________________ 5

Activación del Login y Contraseña _________________________________________________________ 6

Índice

Navegación

Opciones del menú _____________________________________________________________________ 10

Preferencias _____________________________________________________________________________ 11

Preguntas frecuentes ____________________________________________________________________ 12

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Introducción y Registro

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Bienvenido a Itaú Private Bank.com Coloque el mouse sobre el círculo naranja.

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Activación del Login y Contraseña

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Activación del Login y Contraseña

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Navegación

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Opciones del Menú

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Preferencias

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Preguntas Frecuentes

¿Dónde puedo encontrar mi Número de Cuenta?1. Haga un clic en la opción “Your Portfolio” del menú principal.2. Haga un clic en “All” para acceder a todos sus Números de Cuenta. Tip: Durante este proceso, usted puede ver todas sus cuentas juntas o separadas.

¿Dónde puedo ver las Actividades de mi Cuenta?1. En la opción “Home”, haga un clic en “Cash”.2. Haga un clic en la cuenta de depósito en demanda (DDA) de la moneda en la que usted está interesado (a).Tip: En caso de ser necesario, utilice los filtros para ajustar su búsqueda.

¿Dónde puedo acceder al Estado de mi Cuenta?1. La versión más reciente del estado de su cuenta estará disponible en la opción “Home”, en la sección de últimos Documentos.Tip: Para ver los estados anteriores de su cuenta, haga un clic en la opción de “Document Library”. Luego, haga un clic en el botón de Búsqueda para ver los estados anteriores de su cuenta.

¿Dónde puedo acceder a mis Confirmaciones de Trading?1. Haga un clic en la opción “Brokerage Direct Access” del menú principal. A continuación, haga un clic en la pestaña de “Communications” y luego en “Trade Confirmations”.Tip: Usted puede ver el Estado de su Corretaje con profundidad haciendo un clic en la opción de “Statements and Reports”.

¿Dónde puedo cambiar mi Contraseña? 1. Haga un clic en Preferencias (parte inferior derecha de la página) y luego en el botón “Change Your Password”.Tip: La sección de Preferencias también ofrece la opción de cambiar su idioma (seleccione entre Inglés, Portugués o Español).

¿Existe la posibilidad de tener más de un usuario para cada una de mis cuentas?1. Sí, por favor póngase en contacto con su banquero para más información.

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Su acceso a la Banca en Línea le permitirá administrar su portafolio de inversiones. Para cualquier ayuda o información adicional, por favor póngase en contacto con su equipo de Itaú Private Bank.