ADA_Q2_4.3_Retail_Template_7.18.2019

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Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Account Summary Overview............................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 Login ID and Password........................................................................................................ 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change Login ID................................................................................................................... 22 Challenge Code..................................................................................................................... 22 Secure Delivery..................................................................................................................... 23 Phishing Phrase.................................................................................................................... 24 Mobile Security Preferences......................................................................................25 Enabling Touch ID or Fingerprint Login............................................................................. 25 Enabling Passcode Authentication..................................................................................... 27 Disabling Passcode Authentication, Touch ID or Fingerprint Login............................... 28 Alerts Overview............................................................................................................29 Date Alerts............................................................................................................................. 30 Account Alerts....................................................................................................................... 31 History Alerts........................................................................................................................ 32 Online Transaction Alerts.................................................................................................... 33 Security Alerts Overview.............................................................................................34 Edit Delivery Preferences.................................................................................................... 34 Secure Message Overview. ........................................................................................35 Sending a Secure Message.........................................................................................36