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Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

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If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

Your Bank > Customer Support

Online Banking Quick Reference Guide

PLEASE NOTE: If you are a new CNB customer as of January 19, 2016, please click here to be directed to the Quick Reference Guide that is associated with your current version on Online Banking. 


Windows 8 - Internet Explorer 10 interim fix for Online Banking

We are working with our Online Banking vendor to correct this issue, but in the mean time, please view the interim fix information here.

The Enroll Option

The Enroll Option is for new customers requesting a Login ID for access to Online Banking.  You can enroll here.

The Enroll Option is also for new businesses requesting a Login ID for access to Online Banking. You can enroll here.


Video Tutorials and Printable Instructions

First Time Login Instructions

Registering Your Computer (Second Time Logging in and Annually Thereafter)

  • Note: You will be required to re-register your computer annually on the anniversary of your first-time logging into the Online Banking Center. If you've registered your computer but continue to be prompted to get new secure codes each time you log in, please see the information below on cookies to help resolve that issue.



Instructions to Download Register Transactions 

Please follow these steps:

  1. From the online banking left menu, select the Register option under Accounts (or from the overview page, double click on the account) 
  2. Select the account from which you wish to download data from the account drop down 
  3. On the right hand side of the menu bar, click on the Display drop down and select ‘Export to File’ 
  4. Then, from the drop down to the right, select the type of file you wish to download ( spreadsheet - xls, spreadsheet - csv, Microsoft OFX - ofx, Quicken - qfx, Quickbooks - qbo)
  5. Click Submit - located just below the file selection

    Please note: Procedures to update your Financial Institution for Intuit Products (Quicken and QuickBooks) 


System Requirements

Recommended System Requirements

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Cookies are files placed on your computer by Web sites that help them identify you as a returning visitor. Online Banking uses cookie data to determine if you have registered your computer and browser.

After registering, some customers continue to receive multiple requests to register the same computer. If your browser "Options" are set to delete all cookies each time you close it, or if it is set to delete the history each time and that history is inclusive of cookies, it will also delete your registration data for Online Banking. This will result in repeated requests to complete the registration process.  If you have experienced this, you may want to adjust your Internet browser "Options" settings. Please refer to the guide appropriate for your browser:

You do not have to enable cookies for all Web sites; you may be able to configure your browser to accept cookies only from or use a different browser just for online banking.

General Cookie Configuration Instructions (all links are offsite):


New Features in the Online Banking Center

Creating Alerts 

Alerts can be used to notify you of activity on your account as well as remind you of events. You can create alerts based on accounts, dates, history, and transactions.

To create an alert:

  • Under preferences in the left menu bar, click on 'Alert Options'.
  • Click on 'Add Alert', from the dropdown menu select the type of alert you wish to create.
  • Complete all fields for any alert you are creating, click on 'OK'.

To edit an alert: 

  • Select the alert you wish to edit, click on the alarm image
  • Make your edits, click ‘OK’.

To delete an alert:

  • Select the alert you wish to delete, click on the red x
  • If you are sure you wish to delete the alert click on ok, otherwise click cancel.

Phishing Phrases 

Security Options: Phishing Phrase

This phrase will be displayed to you on the login screen of our website to verify you are on our site.

To create a phishing phrase:

  • Under preferences in the left menu bar, click on ‘Security Options’.
  • Click on the ‘Phishing Phrase’ tab. 
  • Enter the phrase you wish to use in the ‘My Phrase’ field and click the ‘Submit My Phrase” button.
    Note: You will see your phrase only on a computer and browser that you have submitted the phrase to.


Unregistered Browser Message

If you receive a "You cannot perform this action from an unregistered browser" message on the login screen, you will have to enable cookies for the site.  Cookies are controlled by your Web browser, and if you use multiple browsers to access Online Banking you will need to enable cookies separately in each one. See cookies.


What is a Secure Access Code? Will I have to get a new one every time I log in?

Secure Access Codes are one-time use security tokens delivered to a phone or e-mail address. You will need to use Secure Access Codes at least two times:

  • The first time you access the Online Banking system, to establish your password in the system.
  • The second time you access Online Banking, to place a cookie on your computer. As long as this cookie is in place you will not be required to obtain another Secure Access Code.

If, for any reason, your browser cookies get cleared or deleted you will be required to obtain another Secure Access Code, which will re-establish the cookie. Read More About Cookies.


My secure access code didn't work. Why?

Secure Access Codes, which are delivered via e-mail or phone, expire after 30 minutes. If you have an expired code you will need to restart the login process and acquire a new code.

Detailed Online Banking Help

The Online Banking System has extensive online help available, including help for:

  • Logging in or Signing off: Includes help with online navigation, first time login, forgotten login or password, registering your computer, signing off and using online help.
  • Accounts: Includes help with account overview, history, online activity and online statements.
  • Transactions: Includes help with transfers, creating and managing recurring transactions and previewing transactions.
  • Services: Includes help for secure messages, address changes, check reorders, stop payments and other services.
  • Preferences: Includes help setting and managing account, security and delivery preferences. Also includes help for subsidiary company management, setting up users and user rights, and help setting up mobile services and preferences.
  • Commercial Banking: Includes help for all commercial payments and services.


What do I do when I receive Host Pin Error? 

Some customers are receiving a host pin error when trying to perform a funds transfer.  If you receive this error , please contact the Customer Call Center so they can resolve it.


iPhone users who receive an unknown error when trying to login into mobile banking  

If you are an iPhone user and receive an unknown error when logging into mobile banking, please change your Safari settings to accept cookies "from visited" sites.


Internet Explorer 7 BillPay Edits   

If you are using Internet Explorer 7 and it does not allow you to utilize the dropdown in BillPay, you need to use your arrow keys or upgrade to a newer browser.


Unable to Verify Micro Deposit for External Transfer    

If you set up your external transfer and initiated the micro deposit, you will have 14 days to verify that micro deposit.  After 14 days it will not be listed and you will have to initiate the micro deposit again.