Cedar Rapids Bank and Trust Personal Online Banking Guide
4
Table of Contents Getting Started
New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 8 Resetting a Forgotten Password .................................................................................9 Home Page 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 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
Made with FlippingBook Digital Proposal Maker