Alliance Bank Consumer Digital Banking Manual

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44