FedLine Advantage® Setup

Thank you for choosing the FedLine Advantage access solution. We are excited to work with you to make this a smooth and easy implementation. Implementation of FedLine Advantage normally takes approximately two months for most organizations. However, all tasks can be completed at your discretion, with the exception of a predetermined period required to receive your VPN device or Dedicated Wide Area Network (WAN) equipment. 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 Advantage 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 electronically access these services are provided in Operating Circular 5, Electronic Access. 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 - Submit Board of Directors' Resolution and Official Authorization List

To begin the setup process for the FedLine Advantage access solution, your organization must have a Board Resolution and Official Authorization List on file with the Federal Reserve Banks.

Step 3 - Designate End User Authorization Contacts (EUACs)

If your organization is setting up its FedLine Advantage connection for the first time, you must designate at least two employees to be EUACs and specify one of them to be the main contact for your organization throughout the implementation. The EUACs will be the individuals at your institution who have 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) and send the signed original copy to the Customer Contact Center. The form must be signed by an individual listed on your organization's Official Authorization List (OAL). 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.

Step 4 - Plan & Prepare

Your organization needs to:

  • Identify the services your organization will access via FedLine Advantage and execute new security procedure agreements, where applicable (including Fedwire® Funds Service, Fedwire Securities Service, the National Settlement Service and FedACH® file processing services)
  • Determine the appropriate connection options with your technical support staff
  • Review the FedLine Advantage Hardware and Software Requirements

Step 5 - Order

Your organization will contact the Federal Reserve Banks and place your order for the VPN device or Dedicated WAN device that will be used to connect to the FedLine Advantage access solution.

Step 6 - Installation and Subscriber Setup

Your organization will receive, set up, and install the hardware that you ordered, designate Subscribers who will access services via the FedLine Advantage access solution, and configure Subscriber PCs.

Your EUAC must submit a separate Federal Reserve Bank External Subscriber Request Form for each individual who will be authorized to access the FedLine Advantage access solution. To determine which services your organization may need and the corresponding Subscriber roles, please review the Subscriber Role and Application Descriptions.

The installation is complete when your organization can successfully access FedLine Advantage and you confirm access to appropriate Federal Reserve Financial Services.

Step 7 - Application Training & Testing

Your organization will need to set up application testing dates, conduct application testing, and direct your Subscribers to access training resources.

Step 8 - Schedule a Production Date

Finally, your organization will choose production implementation dates for all financial services and begin conducting production transactions via FedLine Advantage.

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

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