ONLINE BANKING

CUSTOMER GUIDE
(WEB PORTAL)
This document is the property of Bank of Saint Vincent and the Grenadines Ltd.
Reproduction of this document or any part thereof, in any form or by any means,
electronic or mechanical including photocopying, recording, storage in any
information retrieval system, or otherwise is strictly prohibited without the
expressed written permission of Bank of Saint Vincent and the Grenadines.
 ONLINE BANKING CUSTOMER GUIDE (WEB PORTAL)

iBank Anywhere

iBank Anywhere is Bank of Saint Vincent & the Grenadines (BOSVG’s) updated online and mobile
banking platform. This updated platform gives you access (via the internet) to your account from
any device with which the platform is compatible. The innovative features of this solution offer
you unmatched convenience and accessibility.

iBank Anywhere saves you the time and hassle of coming into BOSVG to conduct transactions that
can otherwise be conducted at your convenience from any location, provided you have access to
the internet.

The main features of BOSVG’s Online Banking are as follows:

• Loan Payments • Transfer between Accounts
• Utilities/Merchant Payments • Account History Download
• Self-Password Reset • Statement Download
• Secure Messaging with attachments to BOSVG • P2P payments (Third-party Transactions)
• Alerts • View Images
• View Accounts • Wire Transfers
• Schedule Payments
• Text Banking

Login

How do BOSVG customers Login via the Web?

➢ The Web is available at BOSVG’s website.

But ensure you activate your upgraded Online Banking account!

To activate your upgraded account:

• Please ensure you have received an email from BOSVG. This e-mail will contain your temporary
password.
• Follow the instructions below.

If you have not received an email, call BOSVG at 1-784-457-1844 or email [email protected], who will be
happy to serve you!

To Login to BOSVG Online Banking via the Web you will need:

• Access to a desktop computer,

laptop, or web-supported device.

• Internet access.

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WEB APPLICATION OVERVIEW

1. Insert your “User Instructions – First Login

identification”. No. Task Details
(This will be the same username 1 Insert your “User identification”
you used before) 2 Insert your “Password”
3. Optional – click “Remember me?”
4 Click “Login”
2. Insert your “Password” 5 Create three (3) security questions
Notes

After this initial log in you would only

be required to input your User ID and
password

4. Click “Login”

Login

3. Optional: You may

check the
“Remember me?” box
so that you don’t need
to enter a Security Code
at each login

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Instructions – Login (Security Code)

No. Task Details
1 Retrieve the code from your email and
1. Retrieve the code from your enter it into this field. (Code should be
email and enter it into this received within 8 minutes)
field. (Code should be received 2 Click “Verify”
within 8 minutes) Notes
Since this is your first-time login, the
screen seen on the left will be
displayed. A Security Code will be sent
to the email address that BOSVG has
on file for you (be sure to check your
“Spam/Junk”).

Remember, if you do not want to

continuously insert a security code
during each login, check the Remember
Login (Security Code) 2. Click “Verify” me? checkbox.

N.B. A Security Code must also be

entered when you log in using another
device. If this device does not belong to
you, we recommend that you do not
check the “Remember me?” check
box.

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Instructions – Login (Security Code)

No. Task Details
1 Re-enter your temporary password in
“Current Password”
2 Insert your new password into both
“New Password” and “Confirm
Password”
Notes
1. Re-enter temporary password
Your new password must be at least 8
characters and may contain a number
or special characters
2. Enter new password and
confirm new password

Login (Security Code)

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Welcome message Your Settings option

Alerts
Instructions – Home page
No. Task Details
1
2
Log out button Notes
When you are logged in the screen on
Last login time the left would be displayed.

In the Online Banking Menu; this

menu shows all the capabilities within
the Online Banking platform. The
headings are:
• Accounts
• Transfers
• Payments
• Payroll
• Orders
• Services
• Settings

Online Banking Menu Home page

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Instructions – Account List

No. Task Details
1 Click on “Account List” in the
“Menu”
2
Notes

Account List

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Available balance Instructions – Accounts List

No. Task Details
1 Click on “Account List” in the
Account number “Menu”
2
Notes
Here you will be able to see of all your
Current balance accounts separated by heading e.g.
Deposits & Loans as display ed on the
left.

You can now see your Account

Number in addition to your Current
Balance & Available Balance.

Account List

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Instructions – Accounts List (Loan

Details)
No. Task Details
1 Click on a Loans under “Loans”
listing.
Notes
The screen on the left would be
displayed and the following
information can be seen:
• Current Balance
• Payoff Amount
• Next Payment Due Date
• Interest Accrued
• Interest YTD

Account List-Loan Details

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Click on the account number to retrieve its history Instructions – Accounts List (Account
history)
No. Task Details
1 From “Accounts List” on the main
“Menu” you may click on any account
to retrieve its history
Notes

Account List-Account history

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Instructions – Accounts List (Account

history)
No. Task Details

Notes
The screen on the left would be
displayed.

The account History will display:

• The transaction dates
• The transaction description
• The amount credited or debited
• The running balances

You may also “Download History”.

This particular feature within the
selected account will allow you to
download or email the transaction
history only for that account or you
may contact our office as an
alternative to retrieve all the
transactions for the period you
require.

N.B. Only the first 50 transactions will

Account List-Account history be displayed for any number of days
you select.

Click here to download or email the

transaction history

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Instructions – Quick Transfer

No. Task Details
1. Select which account the transfer
would be made from in “From
Account”
2. Select which account the transfer
would be made to in “To Account”
3. Insert the Amount”
4. Click “Continue”
Notes
At the bottom of the “Home page” or
the bottom of the “Account List”
page, you will find a “Quick Transfer”
option.

This allows you to make a transfer

from any of the permissible accounts
attached to your Online Banking to
the accounts permitted by BOSVG.
You can do a Quick Transfer by
making selections from both the From
Account and To Account lists, and of
course indicating the Amount to be
1. Select your Quick Transfer 2. Select your transferred
“From “To
Account” Account”

3. Inert 4. Click
“Amount” “Continue”

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Instructions – Download History

No. Task Details
1. Click on “Download History” from
the “Home page”
Notes

Download History

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Instructions – Download History

No. Task Details
1. Click Choose Account” and then
select, from the list of account,
your account interest.
2. Select “Make a choice” for the
timeframe which you need the
account’s history to reflect
3. Select the file format of your
preference either “PDF” or “XLS”
4. Click “Email” or “Download” to
retrieve the account history
Notes
From here you will be able to
download the transaction history of
any account.

You can select a minimum of 1 Day

and a maximum of 180 Days from the
Length menu options.

1. Click
“Choose
Account”
Download History

3. Click “Make a choice” 2. Click “PDF” or “XLS”

4. Click “Email” or “Download”

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Instructions – View Maintenance

No. Task Details
1. From the “Home page” under
“Account List” click on “View
Maintenance”
Notes

View Maintenance

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You may tick this box to have account
names show up as their aliases
Instructions – View Maintenance
No. Task Details

Notes
Clicking on “View Maintenance”
would display the screen on the left.

In View Maintenance you can do some

customizations of your own. You can
name an account to your preference
and hide or unhide accounts.

You may check “Show aliases instead

of account numbers when
displaying accounts” to view only
account aliases.

View Maintenance
Click on the “Shown” icon to
Click on the
Click on the “Hidden” icon to enable you enable you to hide the account
“Edit Alias” to
to unhide an account from the “Account from the “Account List” view
edit account
List” view on the “Home page” on the “Home page”
names

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Instructions – Scheduled Transactions

No. Task Details
1 Click on “Scheduled
Transactions” under the
“Account List” on the “Home
page”
Notes

Scheduled Transactions

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Instructions – Scheduled Transactions

No. Task Details

Notes
Clicking on “Scheduled
transactions” would display the
screen on the left.

Here you can:

• Create a one-time payment to
take effect at a future date.
• Create a recurring payment to
take effect at a future date.

Click on the “+New” icon to enter the

details needed to create a “Schedule
Transaction”.

Scheduled Transactions Click on the “+New” icon to

create a scheduled transaction

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Instructions – Scheduled Transactions

No. Task Details
1. Select the “Type” of transaction
1. Select “From 2. Select Account which account the
Account” transfer would be made from
2. Select transaction type 3. Select which account the transfer
would eb made to
4. Insert “Amount”
5. Insert the date at which you want the
transaction to be made
6. Select the frequency of the
transaction. Here you select whether
the payment is a One-time or
recurring payment
7. Click “Review” to review transaction
3. Select “To Payee”
before submitting
Notes

4. Click “Review”

5. Insert “Amount”
6. Insert “Date” the
Scheduled Transactions transaction should be
made
7. Insert “Frequency” of
the transaction.

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Instructions – Scheduled Transactions

No. Task Details

Notes
Clicking review would display the
screen on the left

Click “Submit” after you have

reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes.

Scheduled Transactions Click to submit

Click to make changes

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Instructions – Internal Transfers & Make

a Payment
No. Task Details

Notes
What is the difference between
Internal Transfer & Make a
Payment?
An Internal Transfer is a transfer
between your accounts available in
Online Banking only.
Make a Payment is a transfer of
funds to a Payee (Merchant or Peer).
E.g. Flow, VINLEC or a Peer.

Internal Transfer & Make a Payment

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2. Select “From Account” 3. Select “To Account” Instructions – Internal Transfers

No. Task Details
1. Click on “Internal Transfer”
under “Transfers” on the “Home
page”
2. Select which account the transfer
would be made from
3. Select which account the transfer
would be made to
4. Insert the amount
5. Click “Review”
Notes
Clicking on “Internal Transfer”
would result in the screen on the
left.

Similar to “Scheduling a
Transaction”, select “Review” so
you can review the information
before submitting

4.Insert “Amount” Internal Transfer 3. Click “Review”

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3. Click on “Select Account” 2. Click on “Select Payee”

Instructions – Make a Payment

No. Task Details
1. Click on “Make a Payment”
under “Payments” on the
“Home page”
2. Click on “Select Payee” then
select which payee to be paid
from the “Select a Payee” box
which will pop up.
2.1. Select which payee (Merchant
4. Insert “Amount” or Peer) the payment would be
made to
3 Click on “From Account” and
choose which account would be
debited
4. Insert the amount
5. Click “Review”
Notes
Clicking on “Make a Payment”
would result in the screen on
the left.

Make a Payment
2.1. (Pop up window)
– Select a Payee from
5. Click “Review” this listing

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Instructions – Make a Payment

No. Task Details

Notes
Clicking review would display the
screen on the left

Click “Submit” after you have

reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes.

Make a Payment Click to submit

Click to make changes

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Instructions – Payment History

No. Task Details
1 Click on “Payment History” under
the “Payments” on the “Home page”
Notes

Payment History

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Instructions – Payment History

No. Task Details

Notes
Clicking on “Payment History” would
display the screen on the left

Here you can view and monitor all

your payments successful or failed.

History Details consists of:

• Date (day, month & time)
• Recipient (Person who received
the payment)
• From Account (Account debited)
• Amount
• Paid (Successful/Failed)

Payment History

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Instructions – Manage Payees

No. Task Details
1. Click on “Manage Payees” under the
“Payments” on the “Home page”
Notes

Manage Payees

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Instructions – Manage Payees

No. Task Details
1. Click on “Manage Payees” under the
“Payments” on the “Home page”
Notes
Clicking on “Manage Payee” would
display the screen on the left

Here you can add, delete or update

your Merchants & Peers

What is a Peer?

A Peer is simply another person’s

account within BOSVG.
YES! You can now make a payment to
another person’s account (Peer) via
your Online Banking. This feature is
called P2P and is only available to
personal accounts and not business
accounts.

N.B:
• The Mobile ID and Account Number
of your Peer is required to make a Peer
to Peer transaction.
Manage Payees
• Once you have made a payment or a
transfer it will be processed
immediately and cannot be deleted.

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Instructions – Manage Payees

Click this icon to Add a Merchant
No. Task Details
1.
Notes
In Manage Payees, you are able to Add
(page 30), Update (page 34) and
Delete a Merchant (page 37).

Yes! You can now do all of this all on

your own. No need to come to BOSVG
to add your bills!

To delete a
merchant,
select
Delete a
Merchant.

Manage Payees
Click this icon to Update
a Merchant.

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1.Click this icon to Add a Instructions – Manage Payees – Add a

Merchant Merchant
No. Task Details
1. Click “Add a Merchant”
Notes

Manage Payees-Add a Merchant

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2. Select a merchant name from

Instructions – Manage Payees – Add a
options available
Merchant
No. Task Details
2 Select a Merchant Name from the
options available
3 Click “Next”
Notes
Clicking on “Add a Merchant” would
display the screen on the left

Available Merchant Name options:

• VINLEC
• CWSA
• Lime
• Credit Card
• Digicel
• Courts
• Karib Cable

3. Click “Next”

Manage Payees-Add a Merchant

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3. Insert “Nickname” 4. Insert “Billing Account #”

Instructions – Manage Payees – Add a
Merchant
No. Task Details
3 Insert a “Nickname” for the merchant
4 Insert a “Billing Account#”
5 Insert “Customer Name on Invoice”
6 Click “Next”
Notes

Manage Payees-Add a Merchant

5. Insert “Customer Name on Invoice” 6. Click “Next”

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Instructions – Manage Payees – Add a

Merchant
No. Task Details

Notes
Clicking “Next” would display the
screen on the left

Click “Submit” after you have

reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes

Manage Payees-Add a Merchant Click to submit

Click to make changes

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Instructions – Manage Payees – Update

Merchant
No. Task Details
1 Click on the icon for “Update
Merchant”
Notes
Clicking “Update Merchant" would
display the screen on the left
Click Update Merchant

Manage Payees-Update Merchant

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Instructions – Manage Payees – Update

Merchant
No. Task Details

Notes
Clicking “Update Merchant" would
display the screen on the left.

On the Update a Merchant page, you

will be able to update the Nickname,
Billing Account # and Customer Name
on Invoice.

After changes have been made click

“Next”

Manage Payees-Update Merchant Click “Next” after you

have completed changes
to the Merchant

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Instructions – Manage Payees – Update

Merchant
No. Task Details

Notes
Clicking “Next” would display the
screen on the left.

Click “Submit” after you have

reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes

ck

Manage Payees-Update Merchant

Click to make changes Click to submit

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Instructions – Manage Payees – Delete a

Merchant
No. Task Details
1 Click he icon to “Delete a Merchant”
for the Merchant you wish to delete
Notes

ck

Manage Payees-Delete a Merchant Click “Delete a Merchant”

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Instructions – Manage Payees – Delete a

Merchant
No. Task Details
1 Click “Delete” to save or “Back” to
cancel.
Notes
ick

Manage Payees-Delete a Merchant

Click to delete
Click to cancel

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Instructions – Manage Payees – Add a

Peer
No. Task Details
1 Scroll to the bottom of the “Manage
Payees” page and click on the icon to
“Add a Peer”
Notes
ick

Manage Payees-Add a Peer

Click to on “Add a Peer”

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Instructions – Manage Payees – Add a Peer
No. Task Details
2 Input the nickname that will be used to
identify this peer
3 Input their Mobile ID
4 Input their account number
5 Reference tells the receiver who sent the
funds. Keep the default input or change it
to something else
6 If you wish to be able to pay this peer by
text, tick the check box and choose a
default debit account
Notes
Clicking on the “Add a Peer” icon would
display the screen on the left.

• Ensure Nickname is populated with

alphanumeric only (16 characters
maximum).
• Ensure Account Number is populated
with numeric only (peer’s account
number).
• Ensure Your Mobile ID is populated
(This is the Mobile ID which belongs to
you).
• Ensure Peer’s Mobile ID is populated
(This is the Mobile ID which belongs to
you peer).
• Ensure Transaction Reference is
populated – transaction description
Manage Payees-Add a Peer (25 characters maximum).
• Click Next to go to the Review page

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Instructions – Manage Payees – Add a

Peer
No. Task Details
1
Notes

Clicking “Next” would display the

screen on the left.

Click “Submit” after you have

reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes

Manage Payees-Add a Peer

Click to make changes Click to submit

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Instructions – Manage Payees – Update a

Peer
No. Task Details
1 Select a Peer and click on the “Update
a Peer” icon to make changes
Notes

Manage Payees-Update a Peer

Click to make changes

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Instructions – Manage Payees – Update a

Peer
No. Task Details

Notes
Clicking “Update a Peer” icon would
display the screen on the left.

On the “Update a Peer” page, you will

only be able to update the Nickname
and Transaction Reference.
N.B. If you wish to change/update the
Account Number then you will have to
Delete (pg. 19) the Peer and Add a
Peer with the correct account number.

After the changes have been made to

the Peer click “Submit” after you have
reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes

Manage Payees-Update a Peer

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Instructions – Manage Payees – Update a

Peer
No. Task Details

Notes
Clicking “Update a Peer” icon would
display the screen on the left.

On the “Update a Peer” page, you will

only be able to update the Nickname
and Transaction Reference.
N.B. If you wish to change/update the
Account Number then you will have to
Delete (pg. 19) the Peer and Add a
Peer with the correct account number.

After the changes have been made to

the Peer click “Submit” after you have
reviewed the details and you are
satisfied or “Back” if you are not
satisfied to make any changes

Manage Payees-Update a Peer

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Instructions – Manage Payees – Update a

Peer
No. Task Details
1 Select Peer you wish to delete
2 Click on “Delete a Peer” icon
Notes

Manage Payees-Delete a Peer Click to delete Peer

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Instructions – Manage Payees – Delete a

Peer
No. Task Details
1 Click “Delete” to save or “Back” to
cancel.
Notes

Manage Payees-Delete a Peer

Click to delete
Click to cancel

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Instructions –Orders – View Orders

No. Task Details
1 Click on “View Orders” in the
“Orders” list on the “Home page”
Notes

Orders – View Orders

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Instructions –Orders – View Orders

No. Task Details

Notes
Clicking View Orders” would display
the screen on the left

here you can view & monitor:

• Wire transfers
• Electronic Funds Transfers
(EFT)

View Orders screen –

Will display the following information:
• Type
• Status
• Created (date & time)
• Completed (date & time)

If you are looking for a specific

transaction, a search can be done by
the transaction:
• Type
• Status

Orders – View Orders

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Instructions –Orders – Wire Transfer

No. Task Details
1 Click on “Wire Transfer” under
“Orders” on the “Home page”
Notes

Orders – Wire Transfer

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Instructions –Orders – Wire Transfer
No. Task Details
1
Notes
Here you can create a wire!

To Create a Wire, it is important to

first have all the necessary
information and then correctly insert
this information. (Please visit BOSVG’s
website for related fees/charges
regarding wires).

We have broken this into 5 headings:

1.Ordering Customer Information

2.Payment Information
3.Beneficiary Bank Information
4.Beneficiary Customer Information
5. Intermediary Bank Information

Ordering Customer Information:

• Account # – account you wish
to debit
• Country – select your country
from list
• Address – type your
residential address
• City – type your
Orders – Wire Transfer city/village/town

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Instructions –Orders – Wire Transfer

No. Task Details

Notes

Payment Information – represents

transaction details:

• Currency – select the type of

currency you want the wire to
be from the list
• Amount – Insert the amount
of the wire in full
• Charges Transaction –
automatically set to “SHA”.

Orders – Wire Transfer

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Instructions –Orders – Wire Transfer

No. Task Details

Notes

Beneficiary Bank Information –

represents receiving bank details

• Swift Code / ABA / Routing –

type receiving bank’s code or
routing number
• Address – type address of the
receiving bank
• Country – select country of the
receiving bank
• Name – type bank’s name
• City – type bank’s city

Orders – Wire Transfer

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Instructions –Orders – Wire Transfer

No. Task Details

Notes

Beneficiary Customer Information –

represents receiving customer
details:

• Account # / IBAN – the

receiver’s account # or IBAN
#
• Address – customer’s address
• Country – customer’s country
• Name – customer’s name
• City – customer’s
city/village/town
• Remittance Information –
reason or information for wire
(maximum of 35 characters)

Orders – Wire Transfer

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Instructions –Orders – Wire Transfer

No. Task Details

Notes

Intermediary Bank Information (if

required) – represents inter-bank’s
details:

• Swift Code / ABA / Routing –

type intermediary bank’s
code or routing number.
• City – type intermediary
bank’s city
• Name – type intermediary
bank’s name
• Specify Source / User of
Funds – type in the source or
user of funds
• Specify purpose of wire
transfer – type reason for wire
• Economic Activity – how the
funds will be used

Orders – Wire Transfer

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Instructions –Orders – Wire Transfer

No. Task Details

Notes

N.B. Please ensure to attach and send

all supporting documents with regards
to the wire using the Secure Message
feature.

After you have correctly inserted the

information, click “Continue”. You
will be directed to a review screen.
On this screen you can click “Back” to
make any changes or “Submit”.

By clicking “Submit”, BOSVG will

receive the information for processing
and you will receive a confirmation
email.
You will be notified via email if there
are any errors, with the reason, so
that the necessary amendments can
Click to go to cancel the Click to go to “Review” be made. Once everything is in order,
transaction screen and complete the you will receive a notification of
transaction completion as a result of the “Send
Orders – Wire Transfer me an alert when my order is
completed” notification being
automatically checked.

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Instructions –Services – Secure Message

No. Task Details
1 Click on “Secure Message” under the
“Services” list on the “Home page”
Notes

Services – Secure Message

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Instructions –Services – Secure Message

No. Task Details
1 Click on icon to create a secure
message
Notes

Clicking on the “Secure Message”

would display the screen on the left

Here, you can contact us using your

Online Banking by typing a message,
attaching a file if necessary and track
any messages that you have already
sent.

Secure Message will display your

message history with the following
headings:
• Message Reference
• Status
• Created At
• Completed At

Services – Secure Message

1. click on the add icon to create

a new secure message.

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2. Type your message within the box.
A maximum of 1000 characters.
Instructions –Services – Secure Message
No. Task Details
2 Type your message within the box. A
maximum of 1000 characters.
3 Add an attachment if you wish
4 Click “Send” when you are completed.
A dialog box will appear with a
reference number or click “Cancel” to
cancel the message
Notes

Services – Secure Message

3.You can also attach a file by 4. Click “Send” to complete the
clicking the attach file icon. message or “Cancel” to cancel it.
(Recommended for wires).

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Instructions –Settings
No. Task Details
1 Click on “Settings” on “Home page”
Notes

Settings

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Instructions –Settings
No. Task Details
1 Click on “Settings” on “Home page”
Notes

Settings has three (3) headings:

• Personal
• Preferences
• Alerts

Settings

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Instructions –Settings-Personal
No. Task Details

Notes

Personal Settings is where you can

edit your:
• Password
• Email
• Mobile ID
• Security Questions

Settings - Personal By clicking on “Edit”

you may change
your personal
settings as you wish

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Instructions –Settings-Preferences
No. Task Details

Notes

Preferences is where you can edit

your:
• Time Zone
• Marketing
• Text Message
• Language

Settings - Preferences
By clicking on “Edit”
you may change
your settings as you
wish

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Instructions – Settings - Alerts

No. Task Details

Notes

Alerts is where you can edit/set up

your:
• Alert Delivery Methods
• Alerts for any of your accounts

Your accounts will be separated by

type of account e.g.:
• Checking Accounts
• Savings Accounts
• CD Accounts

All of the available alerts will be

displayed to the left of the screen.

Settings - Alerts
By clicking on this icon a dialog box
Available alerts
will pop up called “Enable Accounts
Alert”, displaying all your accounts
under that heading of type of account

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Instructions – Forgot Password

No. Task Details

Notes
BOSVG’s upgraded Online Banking
platform allows you to perform a self-
reset in the event you have forgotten
your password.

Settings – Forgot Password

Clicking “Forgot password?” This
allows you to reset your password and
insert a new password.

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Settings – Forgot Password

Insert your User ID
and click Submit.

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Settings – Forgot Password

Answer at least one of your
3 security questions and
click submit.

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Settings – Forgot Password

Click Continue. And retrieve
your temporary password from
your email.

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Settings – Forgot Password

Insert the password that you receive
via email into the Current Password
and insert your new password into
New Password, Confirm Password
and then click Continue.

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