Alliance Bank Consumer Digital Banking Manual

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Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Out-of-Band Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to MoneyManager	24
Adding an External Account	25
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Quick Pay	33
Selecting Favorite Payees	33
Person to Person	34
Bill Pay	36
External Account	38
Monthly Activity	40
MoneyManager	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
MoneyManager Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling PIN Login	68
Auto-Login	69
Alerts	70
Alerts Overview	70
Custom Alerts	71
Bill Pay Alerts	72
Security Alerts	73
MoneyManager Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Card Alerts	78
Turn Card Alert On	78
Turn Card Alert Off	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	81
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee	90
Deleting a Payee	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Manage Cards	104
Turn Card On or Off	104
Card Name	105
Card Alert	106
Temporary Spending Limit Increase	107
Change PIN	108
Report Lost or Stolen Card	109
Travel Notification	110
Enable Automatic On/Off	112
Reports	114
Creating a New Report	114
Account Activity Report	114
Sub-User Account Access Report	115
Running an Existing Report	116
Editing a Report	117
Deleting a Report	118
Services	119
Locations	119
Secure Message Overview	120
Sending a Secure Message	121
Submit a Form	122
Documents	123
Viewing Documents	123
Settings	124
Contact Settings	124
Editing a Phone	125
Deleting a Phone	126
Editing an Email Address	127
Sub-Users	128
Sub-Users Overview	128
Sub-User Overview	129
Adding a New Sub-User	130
Editing a Sub-User	132
Part 1: Editing Sub-User Access	133
Part 2: Editing Sub-User Limits	134
Deleting a Sub-User	135

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