A Guide To Personal Online Banking CB Community Bank

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to Money Manager	24
Removing an External Account	25
Editing Favorite Accounts	26
Organize Dashboard	27
Language Preference	27
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Favorite Payees	33
Selecting Favorite Payees	33
Money Manager	34
Initial Setup	34
Tagging Transactions	35
Splitting a Transaction	37
Money Manager Dashboard	39
Spending by Category	40
Budget	42
Adding Budgets	43
Managing Budgets	44
Add a Budget Alert	46
Cashflow Overview	47
Add a Bill or Income	48
Configure Accounts	49
Bills and Income	50
Net Worth	51
Add an Unlinked Asset or Debt	52
Goals	53
Adding Goals	54
Save for Goals	54
Pay Off Goals	55
Add a Goal Alert	56
Managing Goals	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling Biometric Sign-In	63
Enabling FaceID	64
Enabling PIN Login	65
Auto-Login	66
Alerts	67
Alerts Overview	67
Custom Alerts	68
Bill Pay Alerts	69
Security Alerts	70
Money Manager Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Bill Pay Enrollment	76
Adding a Payee	78
Person to Person Payee	78
Bill Pay Payee - Company	80
Bill Pay Payee - Individual	82
Favoriting a Payee	85
Editing a Payee	86
Deleting a Payee	87
New Transaction	88
Transferring Money Between Your Accounts	88
Making a Loan Payment	90
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment	95
Editing Transfers/Payments	97
Skip Transfers/Payments	98
Deleting Transfers/Payments	99
Deposit Checks	100
Remote Deposit	100
Manage Cards	101
Turn Card On or Off	101
Card Name	102
Card Alert	103
Change PIN	104
Report Lost or Stolen Card	105
Travel Notification	106
Enable Automatic On/Off	108
Google Pay/Apple Pay (Coming Soon)	110
Reports	111
Creating a New Report	111
Account Activity Report	111
Sub-User Account Access Report	112
Running an Existing Report	113
Editing a Report	114
Deleting a Report	115
Services	116
Locations	116
Secure Message Overview	117
Sending a Secure Message	118
Submit a Form	119
Documents	120
Document Enrollment	120
Viewing Documents	121
Settings	122
Contact Settings	122
Adding a New Phone	122
Editing a Phone	123
Deleting a Phone	124
Editing an Email Address	125
Sub-Users	126
Sub-Users Overview	126
Sub-User Overview	127
Adding a New Sub-User	128
Editing a Sub-User	130
Part 1: Editing Sub-User Access	131
Part 2: Editing Sub-User Limits	132
Deleting a Sub-User	133

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