Blueharbor Bank Consumer Digital Banking User Guide

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Getting Started	3
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	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 External Account	25
Removing an External Account	27
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
App Appearance	31
Quick Pay	32
Selecting Favorite Payees	32
Person to Person	33
Bill Pay	35
External Account	37
Monthly Activity	39
Security	40
Protecting Your Information	40
General Guidelines	40
Login ID and Password	40
Fraud Prevention	40
Login Settings	41
Change Username	41
Change Password	42
Change Security Questions	43
Recent Logins	44
Mobile Security Preferences	45
Enabling Biometric Sign-In	45
Enabling FaceID	46
Enabling PIN Login	47
Alerts	48
Alerts Overview	48
Custom Alerts	49
Bill Pay Alerts	50
Security Alerts	51
Turning Alerts On and Off	52
Editing or Deleting Alerts	53
Previous Alerts	54
Move Money	55
Move Money Overview	55
Bill Pay Enrollment	56
Adding a Payee	58
Person to Person Payee	58
Bill Pay Payee - Company	60
Bill Pay Payee - Individual	62
Favoriting a Payee	65
Editing a Payee	66
Deleting a Payee	67
New Transaction	68
Transferring Money Between Your Accounts	68
Making a Loan Payment	70
Transferring Money to Another Person (P2P)	72
Making a Bill Pay Payment	74
Editing Transfers/Payments	76
Skip Transfers/Payments	77
Deleting Transfers/Payments	78
Deposit Checks	79
Mobile Deposit	79
Manage Cards	80
Turn Card On or Off	80
Card Name	81
Card Alert	82
Temporary Spending Limit Increase	83
Change PIN	84
Report Lost or Stolen Card	85
Travel Notification	86
Enable Automatic On/Off	88
Reports	90
Creating a New Report	90
Account Activity Report	90
Sub-User Account Access Report	91
Running an Existing Report	92
Editing a Report	93
Deleting a Report	94
Services	95
Locations	95
Secure Message Overview	96
Sending a Secure Message	97
Submit a Form	98
Documents	99
Document Enrollment	99
Viewing Documents	100
Stop Payment	101
Single Check	101
Multiple Checks	103
ACH	105
Settings	107
Contact Settings	107
Adding a New Phone	107
Editing a Phone	108
Deleting a Phone	109
Editing an Email Address	110
Editing an Address	111
Sub-Users	112
Sub-Users Overview	112
Sub-User Overview	113
Adding a New Sub-User	114
Editing a Sub-User	116
Part 1: Editing Sub-User Access	117
Part 2: Editing Sub-User Limits	118
Deleting a Sub-User	119

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