CardServices Digital Banking User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................6 Logging Off ............................................................................................................................. 8 Resetting A Forgotten Password.................................................................................9 Accounts Page Accounts Page Overview............................................................................................11 Account Overview .......................................................................................................13 Security 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 Payments Overview....................................................................................................27 Pay Credit Card ...........................................................................................................28 One-Time Payment.............................................................................................................. 28 Auto Payment....................................................................................................................... 29 Payment Overview......................................................................................................30 Editing Payments ................................................................................................................. 31 Canceling Payments ............................................................................................................ 32 Add a Personal External Transfer Account ..............................................................33 Micro-Deposits ..................................................................................................................... 34 Verify an External Transfer Account with Micro-Deposits ............................................................................................................35