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 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