Advia Credit Union Quick & Easy Digital Banking Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page Home Page Overview..................................................................................................12 Debt Summary Overview.................................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Nickname Account......................................................................................................18 Account Grouping.......................................................................................................19 Editing a Group Name......................................................................................................... 20 Deleting a Group.................................................................................................................. 20 Security Protecting Your Information......................................................................................21 General Guidelines............................................................................................................... 21 Login ID and Password........................................................................................................ 21 Fraud Prevention.................................................................................................................. 21 Security Preferences...................................................................................................22 Change Password................................................................................................................. 22 Change Login ID................................................................................................................... 23 Secure Delivery..................................................................................................................... 24 Mobile Security Preferences......................................................................................25 Enabling Touch ID or Fingerprint Login............................................................................. 25 Enabling Passcode Authentication..................................................................................... 26 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 Moving Money Transaction Types Overview......................................................................................37

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