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REGISTER FOR ONLINE TRAINING COURSES

Wachovia offers comprehensive training options to help educate you about Wachovia Connection®.

Instructor-led sessions allow participants to attend a virtual classroom with an instructor as he/she navigates through the features and functions of the application.

Videos are also available for review as they fit into your schedule.

Training Guides are available and designed to be used independently to assist with system navigation and completion of key functions.

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

This session offers detailed instructions for using the System Administration functionality within Wachovia Connection. Topics include first time user registration, adding, modifying, and deleting users and assigning functions.

Training Materials
Security Administration Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1.5 hours
Video-On-Demand20 minutes
Security Administration for ACH Management

This session offers detailed instructions for using the System Administration functionality within the ACH Management module of Wachovia Connection. Topics include first time user registration, adding, modifying, and deleting users and assigning entitlements.

Training Materials
Security Administration for ACH Management Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1.5 hours
Video-On-Demand30 minutes


New User Training

First Time User Registration

This session offers detailed instructions for completing the first time user registration process and accessing Wachovia Connection.

Training Materials
First Time User Registration Training Guide This document requires Adobe Acrobat Reader.

Video-On-Demand10 minutes


Product Overviews

Wachovia Connection Complete Product Tour - Plus/Advantage

This session provides a comprehensive review of all functionality offered within Wachovia Connection Plus and Advantage. Topics Include Account Services, Fraud Control, Information Management, Investment Management, Payment Services, and Security Administration.

Online Instructor-led2 hours
Wachovia Connection Complete Product Tour - Express

This session provides a comprehensive review of all functionality offered within Wachovia Connection Express. Topics Include Account Services, Information Management, Payment Services and Security Administration.

Online Instructor-led1.5 hours


Function Overviews

Account Services

This session offers detailed instructions for using the Account Services functionality within Wachovia Connection. Topics include adding/removing stop payments, check status inquiry, check copy request, ebox decisioning and image viewing.

Training Materials
Account Services Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1 hour
Video-On-Demand30 minutes
Fraud Control

This session offers detailed instructions for using the Fraud Control functionality within Wachovia Connection. Topics include check issues, check cancels, authorizing ACH debits, positive pay and ACH positive pay exception item decisioning, paid check review and reporting options.

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

Online Instructor-led1 hour
Video-On-Demand30 minutes
Information Management

This session offers detailed instructions for using the Information Management functionality within Wachovia Connection. Topics include account summary, cash position, transaction search/details, liquidity position and report customization.

Training Materials
Information Management Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1.5 hours
Investment Management/Liquidity Management

This session offers detailed instructions for using the Investment Management functionality within Wachovia Connection. Topics include cash position, investment portfolio summary, investment offerings, trade status, investment and trade guidelines and reporting options.

Training Materials
Investment Management Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1 hour
Video-On-Demand30 minutes

Payment Services

This session offers detailed instructions for using the Payment Services functionality within Wachovia Connection. Topics include initiating transfers, creating templates and template batches, approving/modifying/deleting transfers and templates.

Training Materials
Payment Services Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led1.5 hours
ACH Management

This session offers detailed instructions for using the ACH Management functionality within Wachovia Connection. Topics include ACH batch capabilities, single ACH payments, creating and adding recipients, importing and exporting ACH files, and reporting options.

Training Materials
ACH Management Training Guide This document requires Adobe Acrobat Reader.

Online Instructor-led2 hours
Video-On-Demand30 minutes

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