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	20
Transaction Details	22
Adding a New Account	24
Adding an Account to SimpleView	25
Adding an External Account	26
Bank Approval	27
Transaction Challenge	28
Verifying an External Account	29
Removing an External Account	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Quick Pay	36
Selecting Favorite Payees	36
Person to Person	37
Bill Pay	39
External Account	41
Monthly Activity	43
SimpleView	44
Initial Setup	44
Tagging Transactions	45
Splitting a Transaction	47
SimpleView Dashboard	49
Spending by Category	50
Budget	52
Adding Budgets	53
Managing Budgets	54
Add a Budget Alert	56
Cashflow Overview	57
Add a Bill or Income	58
Net Worth	59
Add an Unlinked Asset or Debt	60
Goals	61
Adding Goals	62
Save for Goals	62
Pay Off Goals	63
Add a Goal Alert	64
Managing Goals	65
Security	66
Protecting Your Information	66
General Guidelines	66
Login ID and Password	66
Fraud Prevention	66
Login Settings	67
Change Username	67
Change Password	68
Change Security Questions	69
Recent Logins	70
Mobile Security Preferences	71
Enabling Biometric Sign-In	71
Enabling FaceID	72
Enabling PIN Login	73
Auto-Login	74
Alerts	75
Alerts Overview	75
Custom Alerts	76
Bill Pay Alerts	77
Security Alerts	78
SimpleView Alerts	79
Turning Alerts On and Off	80
Editing or Deleting Alerts	81
Previous Alerts	82
Move Money	83
Move Money Overview	83
Bill Pay Enrollment	84
Adding a Payee	86
Person to Person Payee	86
Bill Pay Payee - Company	88
Bill Pay Payee - Individual	90
Favoriting a Payee	93
Editing a Payee	94
Deleting a Payee	95
New Transaction	96
Transferring Money Between Your Accounts	96
Making a Loan Payment	98
Transferring Money to Another Person (P2P)	101
Making a Bill Pay Payment	103
Editing Transfers/Payments	105
Skip 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
Change PIN	113
Report Lost or Stolen Card	114
Travel Notification	115
Enable Automatic On/Off	117
Google Pay/Apple Pay	119
Reports	120
Creating a New Report	120
Account Activity 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
Stop Payment	130
Single Check	130
Multiple Checks	132
ACH	134
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139

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