CNB Digital Personal User Guide

First page Table of contents Next page Last page

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
Accounts Overview	19
Account Details Overview	21
Transaction Details	23
Adding a New Account	25
Adding an Account to Money Manager	26
Adding an External Account	27
Bank Approval	28
Transaction Challenge	29
Verifying an External Account	30
Removing an External Account	31
Editing Favorite Accounts	32
Organize Dashboard	33
Reorder Accounts	33
Rename Accounts	34
Hide/Unhide Accounts	35
Hide/Unhide Dashboard Tiles	36
App Appearance	37
Favorite Payees	38
Selecting Favorite Payees	38
Money Manager	39
Initial Setup	39
Tagging Transactions	40
Splitting a Transaction	42
Money Manager Dashboard	44
Spending by Category	45
Budget	47
Adding Budgets	48
Managing Budgets	49
Add a Budget Alert	51
Cashflow Overview	52
Add a Bill or Income	53
Configure Accounts	54
Bills and 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
Money Manager 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	81
Adding a Payee	83
Person to Person Payee	83
Bill Pay Payee - Company	85
Bill Pay Payee - Individual	87
Favoriting a Payee	90
Editing a Payee	91
Deleting a Payee	92
New Transaction	93
Transferring Money Between Your Accounts	93
Making a Loan Payment	95
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment	100
Editing Transfers/Payments	102
Skip Transfers/Payments	103
Deleting Transfers/Payments	104
Deposit Checks	105
Remote Deposit	105
Manage Cards	106
Turn Card On or Off	106
Card Name	107
Card Alert	108
Temporary Spending Limit Increase	109
Change PIN	110
Report Lost or Stolen Card	111
Travel Notification	112
Enable Automatic On/Off	114
Google Pay/Apple Pay	116
Reports	117
Creating a New Report	117
Account Activity Report	117
Running an Existing Report	118
Editing a Report	119
Deleting a Report	120
Services	121
Locations	121
Secure Message Overview	122
Sending a Secure Message	123
Submit a Form	124
Documents	125
Document Enrollment	125
Viewing Documents	126
Stop Payment	127
Single Check	127
Multiple Checks	129
ACH	131
Settings	133
Contact Settings	133
Adding a New Phone	133
Editing a Phone	134
Deleting a Phone	135
Editing an Email Address	136

Made with FlippingBook Ebook Creator