Online Banking User Guide

Barclays Bank Ireland PLC

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Content
Section Page
Getting Started 3
Account Overview 9
Payments 15
Communication 22
Documents 25
Electronic Document Delivery 27
On-The-Go’ Access 29
Securities Trading Feature 32
FX Spot Transactions 36

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 Getting Started

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Getting Started – Soft Token (SMS)
If logging in using SMS access please follow below steps. Step 3 Input the OTP in the field called Security Code in the login application,
and click on ‘Login’.
First Time User

Connecting to your Private Bank Online is easy. To register, you will

be asked to follow these steps:

Step 1 Go to the URL below:

https://privatebankonline.global.barclays/

Step 4 You will have to change this password immediately.

Step 2 Enter your chosen username and temp password, which are
provided in your Welcome Letter and click on ‘Login’. A One Time
Passcode (OTP) is sent to your primary phone number.

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Getting Started – Soft Token (SMS) (cont..)
Step 5 You will now be asked to select and provide answers to two Existing Client
security questions to be answered in case you forget your password.
After you first login, you will need to access the URL below:
Important Password creation guidelines. https://privatebankonline.global.barclays/

• Your chosen password will be used every time you log in Step 1 Enter your username and your password and client ‘Log In’.
• The password should be composed of at least 12 characters, including A One Time Passcode (OTP) is sent to your primary phone number.
2 capital letters, 2 lower cases 2 special characters and 2 numbers (i.e. You have then to input the OTP, called Security Code in the login
WeLcome01!!) application.
• Passwords cannot be used more than once
• If you forget your password, you should contact your Online Support Step 2 Enter your One Time Passcode received by SMS.
Team to reset it.

Because we are sending your passcodes to your mobile phone, it is

important that you inform us immediately if you lose it or in case of
number changes.

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Getting Started – Hard Token
If logging in using a Hard Token please follow below steps.

First Time User

Connecting to your Private Bank Online is easy. Step 2 Enter your username and temporary Step 4 Switch on your Hard Token (green button)
To register, you will be asked to follow these password, which were provided in your and hold the ‘Login’ button to generate a code. Then
steps: Welcome Letter and click on ‘Login’ enter that code in the corresponding ‘Security Code’
field
Step 1 Go to the URL below: Step 3 For dual access only, click on the
‘Hard Token’ button.
https://privatebankonline.global.barclays/

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Getting Started – Hard Token (Cont..)
Step 5 You will need to change the Step 6 You will now be asked to select Step 7 You are now connected!
temporary password immediately. The ‘Old and provide answers to two security
password’ is the password you received in questions (you will need these if you
the Welcome Letter and that you entered forget your password).
at the Login page.

Existing User

You will be asked to go through steps 1 to 4.

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Getting Started – Help & Assistance
Q: I am having trouble logging in. I did not receive the text message (SMS), what do I do?
a) Check network coverage
b) Reset phone’s antennas by enabling/disabling flight mode – wait for 5-10 minutes and retry login
c) If the above did not work, contact your Online Support Team on +353 1920 3040

Q: I like to change my password frequently for security purposes, how do I do this?

a) Once logged in click on the avatar icon at the top of the page and then change password.

Q: What do I do if I have forgotten my password and locked myself out of my account?

a) Enter username and click on forgot password;
b) If you have been set up with soft token (SMS) access only you will receive an SMS with a one time passcode allowing you to change your
password
c) If you have been set up with hard token access only you will need to switch on your hard token (green button) and hold the ‘Login’ button to
generate a code. Then enter that code in the corresponding ‘Security Code’ field ;
d) You will now be asked to answer two security questions;
e) If these are answered correctly you can proceed to changing your password once you receive your one time passcode via SMS;
f) If you are unable to reset your password you can call Online Support Team on +353 1920 3040 for assistance

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Getting Started – Help & Assistance (Cont..)

Q: Where do I login to Barclays Private Bank Online banking?

Go to the URL https://privatebankonline.global.barclays

Q: My Barclays Private Bank Online hard token is not working, lost or stolen. How do I order a new one?
In order to order a new hard token contact your Online Support Team on +353 1920 3040 for a replacement hard token which we will endeavor to have
with you as soon as possible.

Q: What do I do if I lose my mobile or need to change my mobile number?

Please contact your Private Banker or the Online Support Team on +353 1920 3040 to update your details.

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 Wealth Tab Overview

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Total View
By selecting “Portfolio” under Wealth tab, you will have an overview of your Total Portfolio which contains your underlying account(s)
with Barclays;

A simplified navigation menu appears across the top of

the screen once logged in

This screen provides you with the following;

• A summary of all your account(s)
• Each portfolio relates to an underlying account(s)

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Portfolio Overview Tab
You can then view a selected account(s) in more detail using the “Client Account Selection” bar;

12345678
Client account selection
bar

This screen allows you to;

• Obtain an overview of your assets
• View individual currency portfolios
• Export transaction details in CSV format

Click to select
underlying currency
accounts

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Cash Journal
This screen provides you with all of the transactions related to the selected bank account and can be found when you hover
over Wealth tab;

Cash journal (reports):

• Credits
• Debits

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Pending Transactions / Payment Approval
This screen is accessed through the Wealth tab by hovering over it;

• This screen gives you an overview of any

pending transactions waiting to be processed

• It provides an order number which can be

used by your Private Banker in case of any
queries

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IBAN
This screen is accessed through the Wealth tab by hovering over it;

International bank account number

generator:
• Offers the ability to generate IBANs
and download each IBAN as a PDF
which you can then save (for
transactional accounts only).

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 Payments

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Payments Overview

• This screen provides you with a historical

view of your payments regardless of
instigation method e.g. instruction sent to
Client Services Team or created on Barclays
Private Bank Online.
• You are able to approve multiple individual
payments.
• You can drill down into individual orders on
the payments overview screen e.g. to obtain
MT103.
• You can also see cancelled payments here.
• These transactions can also be exported to
PDF or CSV.

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Payments (Cont..)
• New Payment screen is accessed from the payments tab and is used to make payments.
• Payment assistant can be used to select beneficiaries that have been paid previously – these are saved automatically by
the system and includes all required details to facilitate payments;

Key Features:
• Inter-account transfers
• International payments
• SEPA payments

Payment Assistant:
• Beneficiaries automatically saved
• Efficient beneficiary search and select tool
• Saves time inputting previously used details

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Payments – Inter Account Transfers
This screen is accessed from the payments tab;

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Payments – International Payments
This screen is accessed from the payments tab;

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Payments – SEPA Payments
This screen is accessed from the payments tab;

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Payment Approval
This screen is accessed through the Payment tab by hovering over it;

• This screen gives you an overview

of any payments that are awaiting
approval

• It provides an order number which

can be used by your Private Banker
in case of any queries

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Payment Template
This screen is accessed through the Payment tab by hovering over it;

• If you make a regular payment to

the same beneficiary, you can
create a template for this payment.
• The payment template will save all
the payment details, all the will be
required is to input the amount.

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Payment Approval
This screen is accessed once you have opted to ‘sign’ a payment;

• To approve your payments, you

will require your hard token
• Once you have opted to ‘sign’ for a
payment please follow the
instructions on screen

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Payments – Help & Assistance
Q: What are the charges associated with using Barclays Private Bank Online banking particularly in relation to payment charges?
Online payment charges can be viewed by following the below link
https://privatebank.barclays.com/content/dam/privatebank-barclays-com/en-gb/private-bank/documents/support-and-information/banking-rates-
and-fees/IBIM0210_IRE.pdf
N.B. When making an International payment that is not in Euros the payment charge will be taken in the respective currency of which you are debiting.

Q: What if I am making a Cross-Currency Payment?

The payment charge will remain the same, however, the FX Conversion Charge will be in line with what was agreed with your Private Banker. This will
be displayed on the summary screen before you complete the transaction.

Q: What is Barclays Bank Ireland’s Bank Identifier Code (BIC) and is it the same as a SWIFT code?
Yes, SWIFT codes and BICs are the same. These are international bank codes that identify particular banks worldwide. Barclays Bank Ireland’s BIC is:
BARCIE3P

Q: What are the payments cut off times?

Payment cut off times are 15:00 for non exotic currencies.

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 Communication

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Communication - Overview
The system includes a facility for secure messaging:

• The Mailbox is found within the

Communications tab. This is where you
can send and / or receive messages to
your Online Support Team.
• A notification will appear on the
communications tab when you receive
a new message.
• Please note the Online Support Team’s
mailbox is not monitored 24/7, for any
urgent queries please follow usual lines
of communication by calling them on
+353 1920 3040.
• Do not place instructions for payments
or place trades via this channel, please
contact your Private Banker in the
normal way.

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Communication – Help & Assistance

Q: Should I send a message through my online banking if I have an urgent query/request?

Please note that your messages are monitored on a daily basis by our Client Services team however, if you have an urgent query it
is best to call the team directly or contact your Private Banker. Messages are not monitored 24/7

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 Documents

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Documents

Statements are available online:

• You can download one at a time by clicking on the icon
or select multiple documents and click on download to
generate a PDF
• Once read/downloaded, a document is marked as read
• Statements can be selected on the following time
periods:
• 7 days
• 30 days
• 180 days
• Or User defined

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Documents – Ad Hoc Statements

Ad Hoc Statements are also available online:

• You can find this by hovering over the documents tab
and opting for ad hoc statement
• You can then filter what portfolio you would like to
retrieve the statement for, as well as what date range
you would like the statements to cover.

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 Electronic Document Delivery

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Go paperless and get your documents online
You can make this change directly from your Private Bank Online account.
In order to stop receiving statements and notifications by post, you need to take the following steps:

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 ‘On-The-Go’ Access

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 Step 4 Log out from the desktop Online
Mobile – IOS and Android Banking Service.

Only available to users with SMS authentication – Information only access

Mobile application activation
Connecting to your Mobile Application is easy. To use it, you will first
need to connect to the Online Banking Service.
Step 1 Go to https://privatebankonline.global.barclays/ and log in.

Step 2 Select ‘Preferences’ by clicking on the ‘Account Options’ icon

in the top menu bar. Step 5 Download the Mobile Application by looking for ‘Barclays Private
Bank’ in the App Store or in Google Play.

Step 6 Open the application and log in by

inserting your username and password.
Insert the One Time Passcode (‘OTP’)
received by SMS.
Step 3 Tick ‘Enabled’ next to mobile banking option and ‘Submit’
your request. Step 7 You are now connected !

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Mobile – Help & Assistance

Q: I am trying to login to the mobile app. I am only set-up for hard token access. Why can’t I login?
a) The mobile app can only be logged onto if you have SMS or dual access logon
b) The mobile app cannot be logged onto with hard token access only
c) The mobile app is always disabled. This can be enabled when you logon to a desktop, selecting preferences on the account options icon on the
menu bar. Tick enabled and submit your request
d) You will now be able to access the mobile app with SMS or dual access logon only

Q: What features can I avail of on my app?

a) At present, checking your balance and reviewing your statements is the only functionality available on the app.

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 Securities Trading Feature

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How to trade stock, bonds and ETFs
The Barclays Private Bank Online Banking platform also offers the trading functionality. You can trade online stocks on most of the leading stock
exchanges, as well as bonds, without the limitation of office opening hours. And you can also trade ETFs depending on specific regulations
described further below.

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Creating a trade order – continued

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Trading ETFs, Cancelling or modifying an order

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 FX Spot Transactions Feature

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FX Spot Transactions

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Disclaimer
This communication is general in nature and provided for information/educational purposes only. It does not take into account any specific investment objectives, the financial situation or particular
needs of any particular person. It not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or
entity to whom it would be unlawful for them to access.
This communication has been prepared by Barclays Bank Ireland PLC Private Bank (Barclays) and references to Barclays includes any entity within the Barclays group of companies.
This communication:
(i) is not research nor a product of the Barclays Research department. Any views expressed in these materials may differ from those of the Barclays Research department. All opinions and estimates
are given as of the date of the materials and are subject to change. Barclays is not obliged to inform recipients of these materials of any change to such opinions or estimates;
(ii) is not an offer, an invitation or a recommendation to enter into any product or service and does not constitute a solicitation to buy or sell securities, investment advice or a personal
recommendation;
(iii) is confidential and no part may be reproduced, distributed or transmitted without the prior written permission of Barclays; and
(iv) has not been reviewed or approved by any regulatory authority.
Any past or simulated past performance including back-testing, modelling or scenario analysis, or future projections contained in this communication is no indication as to future performance. No
representation is made as to the accuracy of the assumptions made in this communication, or completeness of, any modelling, scenario analysis or back-testing. The value of any investment may also
fluctuate as a result of market changes.
Where information in this communication has been obtained from third party sources, we believe those sources to be reliable but we do not guarantee the information’s accuracy and you should note
that it may be incomplete or condensed.

Neither Barclays nor any of its directors, officers, employees, representatives or agents, accepts any liability whatsoever for any direct, indirect or consequential losses (in contract, tort or otherwise)
arising from the use of this communication or its contents or reliance on the information contained herein, except to the extent this would be prohibited by law or regulation.

Barclays Bank Ireland PLC, trading as Barclays and Barclays Private Bank, is regulated by the Central Bank of Ireland. Registered Office: One Molesworth Street, Dublin 2, Ireland, D02 RF29. Registered
Number: 396330. VAT Number: IE4524196D.

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