Anchor D Bank

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44 My$Brand Dashboard ................................................................................................46 Spending by Category ................................................................................................47