FedLine Web® Setup

Thank you for choosing to use the FedLine Web access solution. We are excited to work with you to make this a smooth and easy implementation. Following are the steps you will need to take to complete the process, including contacts to help you at any step along the way.

Step 1 - Review Rules and Regulations

Prior to establishing FedLine Web-based access, your organization must be authorized to use Federal Reserve Financial Services. Use of all Federal Reserve Financial Services is governed by the applicable Operating
Circulars. The terms under which an organization may access these services are provided in Operating Circular 5. It is each organization's responsibility to review its internal controls and procedures to ensure that appropriate safeguards are in place when using FedLine® access solutions.

Step 2 - Review the Hardware and Software Requirements

Next, review the FedLine Web Hardware and Software Requirements. If you need assistance at any point, contact the Customer Contact Center.

Step 3 - Designate End User Authorization Contacts (EUACs)

Authorize at least two employees at your organization to serve as (EUACs). The EUAC is the "trust anchor" at your organization who has the authority to designate authorized individuals (Subscribers) who will transact business via a FedLine access solution. To authorize an EUAC, print and complete the Federal Reserve Bank End User Authorization Contact Form (PDF). When we receive the completed form, a credential will be issued to the EUAC. The EUAC will use the credential to access the EUAC Center, which enables the EUAC to reset FedLine subscriber passwords and access Subscriber reports and FedLine documentation. The completed form must be signed by an individual listed on your organization's Official Authorization List (OAL). Requests not signed by an authorized signer will be delayed until proper authorization has been obtained by Federal Reserve Bank staff. If your organization does not have an OAL, review and submit Board Resolution and Official Authorization List (OAL) (PDF) in the standard format required by the Federal Reserve Banks. When we receive the completed End User Authorization Contact Form, a credential will be issued to the EUAC. The EUAC will use the credential to access the EUAC Center, which enables the EUAC to reset FedLine subscriber passwords and access Subscriber reports and FedLine documentation.

Step 4 - Request Access for Subscribers

The Federal Reserve Banks use credentials to control access to Federal Reserve Financial Services. Based on the services selected, Subscribers will be issued the appropriate credentials. To obtain credentials for your organization's Subscribers, your organization's EUAC should complete a separate Federal Reserve Bank External Subscriber Request Form for each individual who will be authorized to access a FedLine access solution. To determine which services your organization may need and the corresponding Subscriber roles, please review the Subscriber Role and Application Descriptions.

After your EUAC completes and submits the online interactive form, the form will be automatically sent to the appropriate Customer Contact Center for processing.

Step 5 - Schedule a Production Date

Once your paperwork is received, a representative from the Federal Reserve Banks will call you to finalize the sign-up process and establish a production date for your organization.

Step 6 - Install Java browser plug-in (FedImageSM Retrieval Users Only)

Customers accessing FedImage Retrieval services need to install a compatible Java browser plug-in, as noted in the FedLine Web Hardware and Software Requirements.

Step 7 - Receive Credential

Once a Subscriber's credentials are created, the Subscriber and the appropriate EUAC will be provided with the credential activation information and instructions. This information will be provided via e-mail, telephone, mail or express mail service. If a Subscriber is issued a certificate as a credential, he or she will need to follow the Certificate Retrieval Procedures (PDF) to download the certificate from a Web site to the Subscriber's computer. If a Subscriber is issued a user ID and password, the Subscriber does not need to complete the certificate retrieval procedures.

Step 8 - Export or Remove a Certificate (Certificate Users Only)

In addition to downloading the certificate to his or her computer, a Subscriber is also advised to export the certificate to a diskette or other media and to store it in a secure location. Certificate information must be kept secure. This will ensure that the certificate is readily accessible for use by the Subscriber in a contingency situation. Procedures for exporting certificates can be found in the FedLine Web Customer Contingency User Guide (PDF). To remove a certificate from a Subscriber's computer, follow the instructions in the Certificate Removal User Guide (PDF).

Step 9 - Congratulations! You can now begin using FedLine Web.

To learn more about using FedLine Web, visit our eLearning Tools.

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