Truist One View

Resources

These resources can help familiarize you with Truist One View. 

Administrators:

Use the administrator guides below for detailed step by step instructions for tasks you may perform as you use our single sign-on solution.

• Primary Administrator – Initial Five Steps to Enroll Your Company in Truist One View(PDF)
• Administrator - First Time Login and Register Hard Token (PDF)
• Administrator - First Time Login and Register Soft Token (Truist Authenticator App) (PDF)
• Administrator - Transfer User Details and Applications (Merge Users) (PDF)
• User Management QRG (PDF)

Users:

Refer to the user guides below to become familiar with the features and tasks you may perform as you use our single sign-on solution.

• User – Registering a Hard Token (PDF)
• User – Registering a Soft Token (in app) (PDF)
• Changing Balance Types QRG (PDF)
• Changing a Token Type (PDF)
• Clearing Browser or Mobile App Cache QRG (PDF)
• Commercial Loan Dashboard User Management QRG (PDF)
• Customizing the Account Summary Page (PDF)
• Information Reporting Entitlement Synchronization Reference Guide (PDF)
• Multi-Factor Authentication QRG (PDF)
• Summary Loan Statements QRG (PDF)
• Unpairing a Token QRG (PDF)
• Using Single Sign-On and Digital Treasury Notifications QRG (PDF)
• Viewing Accounts QRG (PDF)
• Truist One View – Real-Time Payments QRG (PDF)

The power of Truist One View—combined with the convenience of mobile access

• Getting Started with the Mobile App QRG (PDF)
• Using the Mobile App QRG (PDF)
• Fraud and Risk Decisioning in the Mobile App QRG (PDF)
• Using Mobile App – Remote Deposit Capture QRG (PDF)

Download the Truist One View mobile app