Anchor D Bank

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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
DUO Mobile	14
Logging Off	15
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Password Security Check	18
Accounts	19
Dashboard Overview	19
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to My$Brand	25
Adding an External Account	26
Removing an External Account	28
Organize Dashboard	29
Language Preference	29
Reorder Accounts	30
Rename Accounts	31
Hide/Unhide Accounts	32
Hide/Unhide Dashboard Tiles	33
App Appearance	34
Quick Pay	35
Selecting Favorite Payees	35
Person to Person	36
External Account	38
Monthly Activity	40
My$Brand	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
My$Brand Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling FaceID	69
Enabling PIN Login	70
Auto-Login	71
Alerts	72
Alerts Overview	72
Custom Alerts	73
Security Alerts	74
My$Brand Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Favoriting a Payee	84
Editing a Payee	85
Deleting a Payee	86
New Transaction	87
Transferring Money Between Your Accounts	87
Making a Loan Payment	89
Transferring Money to Another Person (P2P)	91
Editing Transfers/Payments	93
Skip Transfers/Payments	94
Deleting Transfers/Payments	95
Bill Pay	96
Overview	96
Creating a Payee	97
Known Company	97
Unknown Company	99
Person	101
Editing a Payee	103
Deleting a Payee	104
Editing Pending Payments	109
Cancel Pending Payments	110
Viewing Transaction Details	111
Single Transaction	111
Multiple Transactions	112
Creating a Reminder	114
Managing Reminders	116
Editing Reminders	117
Deleting Reminders	118
Editing Account Name	119
Deleting an Account	120
Deposit Checks	121
Remote Deposit	121
Manage Cards	122
Turn Card On or Off	122
Card Name	123
Card Alert	124
Temporary Spending Limit Increase	125
Change PIN	126
Report Lost or Stolen Card	127
Travel Notification	128
Enable Automatic On/Off	130
Reports	132
Creating a New Report	132
Account Activity Report	132
Sub-User Account Access Report	133
Running an Existing Report	134
Editing a Report	135
Deleting a Report	136
Services	137
Locations	137
Secure Message Overview	138
Sending a Secure Message	139
Submit a Form	140
Documents	141
Document Enrollment	141
Viewing Documents	142
Settings	143
Contact Settings	143
Adding a New Phone	143
Editing a Phone	144
Deleting a Phone	145
Editing an Email Address	146
Sub-Users	147
Sub-Users Overview	147
Sub-User Overview	148
Adding a New Sub-User	149
Editing a Sub-User	151
Part 1: Editing Sub-User Access	152
Part 2: Editing Sub-User Limits	153
Deleting a Sub-User	154

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