Cedar Rapids Bank and Trust Personal Online Banking Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Account Details Overview	12
Quick Transfer	14
Account Nickname	15
Details & Settings	16
Account Grouping	17
Editing a Group Name	18
Deleting a Group	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Password	20
Change Login ID	21
Secure Delivery	22
Mobile Security Preferences	23
Enabling Touch ID or Fingerprint Login	23
Enabling Passcode Authentication	25
Enabling Face ID	26
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	27
Apple Watch®	28
Apple Watch® Setup	28
Viewing Balances and Transactions	28
Alerts Overview	29
Account Alerts	30
History Alerts	31
Online Transaction Alerts	32
Enabling and Disabling Push Notifications	33
Secure Message Overview	34
Sending a Secure Message	35
Transactions	36
Funds Transfer	36
Send Money with Zelle® Setup	38
Initial Setup	38
Adding a Recipient	39
Send Money with Zelle®	40
Request Money with Zelle®	42
Split Payment with Zelle®	43
Zelle® Settings	44
Adding a Personal External Account	45
Verify an External Transfer Account with Micro-Deposits	46
Manage External Transfer Accounts	48
Nickname External Transfer Accounts	48
Remove External Transfer Accounts	49
Loan Payment	50
Activity Center Overview	52
Using Filters	53
Creating or Deleting Custom Views Using Favorites	54
Editing Transactions	55
Canceling Transactions	56
Services	57
Stop Payment Request	57
Single Check	57
Multiple Checks	58
Check Reorder	59
ClickSWITCH	60
Direct Deposits	60
Manual Switch	60
Switch Assist	62
Recurring Payments	65
Manual Switch	65
Switch Assist	66
Existing Switches	68
Settings	69
Account Preferences	69
Text Enrollment	70
Address Change Request	72
Accessibility	73
Bill Pay	74
Bill Pay Overview	74
Hiding or Unhiding Payees from Payment Screen	76
Hide a Payee	76
Unhide a Payee	76
Creating a Payee Overview	77
Creating a Payee: Company	78
For a Known Payee	79
For an Unknown Payee	80
Creating a Payee: Person	81
Part 1 of 3: Choosing Payee and Payment Method	81
Part 2 of 3: Adding Payee Information	82
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	83
Editing a Payee	84
Deleting a Payee	85
Scheduling Payments	86
Rush Delivery	87
Recurring Payments	89
Editing Payments	91
Skipping Payments	93
Deleting Payments	94
Setting Up eBills	95
Adding an Account	96
Editing an Account	97
Deleting an Account	98
Editing Alerts	99
Categories	100
Editing a Category	101
Deleting a Category	102
Add a Transfer Account	103
Make a Transfer	105
GiftPay Overview	107
Creating a Recipient: Gift Check	108
Creating a Recipient: Donation	110
Sending a Gift	112
Sending a Donation	114
Editing a Gift or Donation Recipient	116
Deleting a Gift or Donation Recipient	117
Editing a Pending Gift or Donation	119
Deleting a Pending Gift or Donation	121

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