Installation Guide - Windows

Axos Secure Browser – Treasury Management

Action Required: Complete the steps in this guide to successfully install Axos Secure Browser on your system.

Questions? Contact a member of the Axos Treasury Management Support

Team by email at treasurymanagement@axosbank.com or telephone by dialing 1 (844) 205-024

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Prerequisites Before beginning the installation procedure, ensure that you have the following items necessary to complete the

installation:

A Windows PC which meets the minimum system requirements. Refer to the "System Requirements" on the

facing page

Local administrator privileges on the computer

An internet connection

A Software Activation Key provided by Axos Bank

Before installing, save any open work and close all other applications. You must restart your computer to complete the

installation of the Secure Browser and its Encrypted Keyboard Driver (EKD). After installation, you do not need

administrator rights to use the software.

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System Requirements Secure Browser is supported on both 32-bit and 64-bit versions of Windows 7, 8, 8.1, and most editions (Home,

Professional, and Enterprise) of Windows 10 for Intel-compatible platforms. Each version has a separate SECURE

BROWSER installer. Minimum system requirements are:

Windows 7

1 GHz or faster SSE2 capable processor (Intel® Pentium® 4 or later)

2 GB of RAM

16 GB (for 32-bit) or 20 GB (for 64-bit) of available hard disk space

Windows 8, 8.1, 10

1 GHz or faster SSE2 capable processor (Intel® Pentium® 4 or later)

2 GB (for 32-bit) or 4 GB (for 64-bit) of RAM

16 GB (for 32-bit) or 20 GB (for 64-bit) of available hard disk space

Keyboard Compatibility

Computers must have a Personal System/2 (PS/2) style or USB Human Interface Device (HID) keyboard installed.

No Support Provided

We do not support installing the 64-bit version of SECURE BROWSER on a 32-bit version of Windows. We do not

support Installing the 32- bit version of SECURE BROWSER on a 64-bit version of Windows.

The following platforms do not support SECURE BROWSER:

Windows Server

Windows Phone or Windows 10 Mobile

Windows 10 S (preinstalled on 2017 Surface Laptop and Surface Pro hardware)

Simple Remote Desktop Protocol (RDP) and virtual machine installations support SECURE BROWSER in most cases.

However, we do not support installing in Remote Desktop Services (RDS, formerly Terminal Services) and multi-user

thin-client virtual desktop infrastructure (VDI) environments due to common issues with keyboard encryption, snapshot

management and folder redirection, depending on how you configured the environment.

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Anti-Virus Compatibility Secure Browser is NOT compatible with anti-virus products that utilize Device Control software. The extensive

modifications made by this software to the Windows USB device driver and services stack render the system

incompatible with the standard methods used to install the encrypted keyboard driver (EKD) included with Secure

Browser.

If the EKD is installed on systems that have been exposed to Device Control software, the previously modified driver and

services stack can become corrupted, resulting in serious system stability/usability issues. Symptoms include:

Unresponsive keyboards and mice

Disabled USB ports

Non-functioning USB devices such as printers or USB storage devices (flash drives, external hard drives, etc.)

Fatal Encrypted Keyboard error messages during Secure Browser start-up

Secure Browser should not be installed on any PCs that currently have or have ever had Device Control software

installed. These issues may persist even after the incompatible software is uninstalled. Some products that use the

Device Control technology do not fully or cleanly uninstall the Device Control files and settings, and fail to restore the

system to its normal state upon product removal. Full recovery from these issues may require reinstalling the Windows

operating system.

The following antivirus software has been identified as having Device Control software, and there is known to be

incompatible:

o Lumension Device Control module for Lumension Endpoint Management and Security Suite (a.k.a. Lumension

Endpoint Security Device Control, LES DC)

All versions

o Ivanti Endpoint Security Device Control (a.k.a. HEAT Endpoint Security Device Control) and all Ivanti products

that integrate the Device Control technology

All versions

o ThreatTrack Security VIPRE Antivirus Business Premium

All 7.5.x versions subsequent to and including 7.5.5819

o ThreatTrack Security VIPRE Endpoint Security, ThreatTrack VIPRE Advanced Security, and any VIPRE product

that incorporates the Device Control technology

Versions 9.6 and later

o Any product using the same licensed Device Control technology as the products above but not specifically listed

here

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Installation Complete the following steps to install your SECURE BROWSER software.

1. Using the web browser of your choice, navigate to https://cashmanagement.bofifederalbank.com/. Click

Download to begin the download. The website detects if you are running a 32-bit or 64-bit operating system

and automatically downloads the appropriate version of SECURE BROWSER.

2. When the system is done downloading the file, navigate to the local Downloads folder to locate the installer you

just downloaded.

3. Double click the installer. The Welcome box appears.

4. Click Next to begin the installation. The Choose a file location box appears.

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5. The software creates the necessary files and folders. Click Next. A credentials box appears.

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6. Enter the necessary security credentials to complete the installation.

Credentials Action

Administrator Click Yes to allow the software to make changes to the PC. This action

provides the necessary credentials. The Begin Installation box appears.

Not an Administrator An administrator will need to enter their credentials and click OK. The Begin

Installation box appears.

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7. Click Install to complete the installation.

8. When installation is complete, the system launches the secure browser to begin user registration.

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Software Activation After the system launches the secure browser, complete the following steps to complete activation.

1. Enter the Activation Key Axos Bank provided and click the arrow.

2. Create the PIN that you will you use to log in and click the arrow.

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3. To confirm your identity, the system sends a verification code to you. You must enter this verification code on

the next screen. Select whether to receive the verification code via "Email" or "SMS" (text message) and click

the arrow to advance to the next step.

NOTE: You must be pre-enrolled for SMS notifications in order for this delivery

method to work.

4. Verification codes are sent immediately, but there may be a small delay before they appear in your inbox or on

your mobile device. Enter the verification code you receive and click the arrow.

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5. Installation and activation are now complete. On the Login page, use the PIN you created to sign in to access

your online banking.

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Overview of the User Interface

Single and Multi-User Login Page

Use the following information as a guide for the Login page of the application.

A - Company ID and User

ID

SECURE BROWSER supports registration of multiple users to a single

installation of the browser. Select a registered user from the drop-down list

to sign in. This field only appears when signing in to a multi-user situation.

This field does not appear in a single-user situation.

B - PIN Enter the PIN associated with the selected user to log in.

C - Login Button After you select a user and enter the user’s PIN, click the Login button to

access online banking options.

D. Forgot PIN? Link Click here to reset your PIN.

E. Register New User Link Click here to add and register users.

F. Remove A User Link Click here to remove a registered user. After removing a user, the user will

need to complete the registration process again to gain access. This link only

appears when signing in to a multi-user situation. This link does not appear in

a single-user situation.

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Apps Page and Logout

A. Apps Bar Displays your entitled website or web application destinations, for example, Bill

Pay. Click in the Apps bar to select an option from the Secured Apps drop- down

list to start a new tab for that destination.

B. Close Tab Click the "X" on a tab to close it. If a sign-in was required to access the

website, the system logs you out when the tab is closed.

Note: The Apps tab will re-open in a new tab if you close

the existing tab for it.

C. Menu Button Click here to access functions like zoom and print, or to get information about

the browser such as its version number.

D. Secured Apps Click an icon here to open a new tab and navigate to that website or

application.

E. Logout My Apps Click here to log out of all open apps and the Apps page. We recommend that you

do this before closing the browser application.