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REGISTER FOR ONLINE TRAINING COURSES


Wachovia offers the following training courses to help educate you about our cash management services. We offer Online Instructor-led and Video-On-Demand classes:

  • Our Online Instructor-led classes allow participant interaction with the instructor
  • Our Video-On-Demand classes are sessions which may be viewed at any time

Listed below are detailed class descriptions. Click on the link under "Register for Course" to enroll.

Course Name & DescriptionRegister for CourseDuration
Wachovia Connection®


Security Administration Training

Security Administration

Offers detailed training specifically for Security Administrators. You will learn about creating and managing user access rights and security features using the new Wachovia Connection product and URL.

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.
Quick Reference Guide This document requires Adobe Acrobat Reader.
Multi Corporation Quick Reference Guide This document requires Adobe Acrobat Reader.

Online Instructor-led 1.5 hours
Video-On-Demand 20 minutes
Security Administration for ACH Management

Detailed training for System Administrators on how to create new users and perform user maintenance within Wachovia Connection's new ACH Management service.

Training Materials
Administrator Guide This document requires Adobe Acrobat Reader.

Online Instructor-led 1.5 hours
Video-On-Demand 30 minutes
Security Administration  for Legacy Wachovia Connection* 

Offers training specifically for Security Administrators. You will learn about creating and managing user access rights and security features using the original Wachovia Connection product and URL. 

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.
Quick Reference Guide This document requires Adobe Acrobat Reader.

Video-On-Demand 20 minutes


New User Training

First Time User Registration

For new users: Instructs new users on how to complete the first time login and authentication, and access Wachovia Connection via the new URL

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.

Video-On-Demand10 minutes


Overview Training

Complete Product Tour

Offers thorough instructions on how to use each application within the current Wachovia Connection.

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.

Online Instructor-led2 hours


Enhancement Training

Wachovia Connection Online Liquidity Portal

Detailed training for using our new Online Liquidity Portal to view your liquidity position and four new investment reports, as well as how to search for offerings and submit trade requests. This session also will showcase the steps required to establish your corporate Policy guidelines for investors.

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1 hour
Fraud Control

This session offers detailed instructions for using the Fraud Control functionality within Wachovia Connection. Topics include check issues, check cancellations, authorizing ACH debits, Positive Pay and ACH Positive Pay item decisioning, Paid Check Review and reporting options.

Training Materials
Fraud Control Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1 hour
ACH Management for Customers Using WebACHieve, Achieve, PCACH

Select this class if you are a WebACHieve, ACHieve or PCACH customer who will begin using ACH Management. Detailed training session on Wachovia Connection's new ACH Management service, including submitting batch ACH payments (such as payroll), saving templates, adding recipients, ACH reporting and audit features, and utilizing the import/export features. Emphasis will be on comparing and contrasting the WebACHieve, Achieve and PCACH applications to ACH Management.

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.

All Users

Online Instructor-led

Glossary This document requires Adobe Acrobat Reader.


2 hours
WebACHieve
Users

Video-On-
Demand


Glossary This document requires Adobe Acrobat Reader.


Achieve/PCACH
Users

Video-On-
Demand


Glossary This document requires Adobe Acrobat Reader.



1
hour







50
minutes
ACH Management

Detailed training session on Wachovia Connection's new ACH Management service, including submitting batch ACH payments (such as payroll), saving templates, adding recipients, ACH reporting and audit features, and utilizing the import/export features.

Training Materials
Participant Guide This document requires Adobe Acrobat Reader.

Online Instructor-led 2 hours
Video-On-Demand 30 minutes
ACH Self-Service 

This session offers an introduction for recent Wachovia Connection ACH enhancements, including ACH positive pay and online ACH file control total entry.

Video-On-Demand20 minutes
Image Viewing Enhancements 

This session offers detailed training for enhanced image services now available on Wachovia Connection.

Video-On-Demand20 minutes
Information Management

This session provides detailed instructions for using Information Management, a new reporting tool, now available within Wachovia Connection.

Video-On-Demand30 minutes

Paid Check Review

This session offers detailed training for our new fraud control service now available on Wachovia Connection.

Training Materials
Quick Reference Guide This document requires Adobe Acrobat Reader.

Video-On-Demand20 minutes

*Legacy Wachovia Connection refers to the original look and navigation.


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