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	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee or External Account	92
Deleting a Payee or External Account	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment - Company - Standard Delivery	100
Making a Bill Pay Payment - Company - Rush Delivery	102
Making a Bill Pay Payment - Individual	104
Editing 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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