CardServices Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	6
New User Enrollment	6
Logging Off	8
Resetting A Forgotten Password	9
Accounts Page	11
Accounts Page Overview	11
Account Overview	13
Security	15
Protecting Your Information	15
General Guidelines	15
User ID and Password	15
Fraud Prevention	15
Security Preferences	16
Change Password	16
Change User ID	17
Secure Access Code Delivery	18
Mobile Security Preferences	19
Enabling Fingerprint or Facial Recognition Login	19
Enabling Passcode Authentication	21
Enabling Face ID	23
Secure Message Overview	24
Sending a Secure Message	26
Payments	27
Payments Overview	27
Pay Credit Card	28
One-Time Payment	28
Auto Payment	29
Adding An External Account	30
Verifying An External Account	31
Online Activity Overview	32
Using Filters	33
Creating or Deleting Custom Views Using Favorites	33
Editing Payments and Transfers	34
Canceling Payments and Transfers	35
Services	36
Account Statements	36
Text Banking	37
Apple Watch	39
Apple Watch Setup	39
Viewing Balances and Transactions	39
Settings	40
Account Preferences	40
My Profile	41
Statement Delivery Preferences	42
Accessibility	43
Travel Notifications	44

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