Anchor D 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 My$Brand	24
Adding an External Account	25
Bank Approval	26
Transaction Challenge	27
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Language Preference	31
Reorder Accounts	32
Rename Accounts	33
Hide/Unhide Accounts	34
Hide/Unhide Dashboard Tiles	35
App Appearance	36
Favorite Payees	37
Selecting Favorite Payees	37
My Credit Manager	38
Registration	38
Overview	40
My$Brand	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
My$Brand Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling FaceID	69
Enabling PIN Login	70
Auto-Login	71
Alerts	72
Alerts Overview	72
Custom Alerts	73
Bill Pay Alerts	74
Security Alerts	75
My$Brand Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee or External Account	92
Deleting a Payee or External Account	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment - Company - Standard Delivery	100
Making a Bill Pay Payment - Company - Rush Delivery	102
Making a Bill Pay Payment - Individual	104
Editing Transfers/Payments	106
Deleting Transfers/Payments	107
Deposit Checks	108
Remote Deposit	108
Manage Cards	109
Turn Card On or Off	109
Card Name	110
Card Alert	111
Temporary Spending Limit Increase	112
Report Lost or Stolen Card	113
Travel Notification	114
Enable Automatic On/Off	116
Google Pay/Apple Pay	118
Reports	119
Creating a New Report	119
Account Activity Report	119
Sub-User Account Access Report	120
Running an Existing Report	121
Editing a Report	122
Deleting a Report	123
Services	124
Locations	124
Secure Message Overview	125
Sending a Secure Message	126
Submit a Form	127
Documents	128
Document Enrollment	128
Viewing Documents	129
Settings	130
Contact Settings	130
Adding a New Phone	130
Editing a Phone	131
Deleting a Phone	132
Sub-Users	133
Sub-Users Overview	133
Sub-User Overview	134
Adding a New Sub-User	135
Editing a Sub-User	137
Part 1: Editing Sub-User Access	138
Deleting a Sub-User	139

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