Claremont Savings Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to SimpleView	25
Adding an External Account	26
Add Instantly	27
Removing an External Account	28
Editing Favorite Accounts	29
Organize Dashboard	30
Reorder Accounts	30
Rename Accounts	31
Hide/Unhide Accounts	32
Hide/Unhide Dashboard Tiles	33
App Appearance	34
Favorite Payees	35
Selecting Favorite Payees	35
SimpleView	36
Initial Setup	36
Tagging Transactions	37
Splitting a Transaction	39
SimpleView Dashboard	41
Spending by Category	42
Budget	44
Adding Budgets	45
Managing Budgets	46
Add a Budget Alert	48
Cashflow Overview	49
Add a Bill or Income	50
Configure Accounts	51
Bills and Income	52
Net Worth	53
Add an Unlinked Asset or Debt	54
Goals	55
Adding Goals	56
Save for Goals	56
Pay Off Goals	57
Add a Goal Alert	58
Managing Goals	59
Security	60
Protecting Your Information	60
General Guidelines	60
Login ID and Password	60
Fraud Prevention	60
Login Settings	61
Change Username	61
Change Password	62
Change Security Questions	63
Recent Logins	64
Mobile Security Preferences	65
Enabling Biometric Sign-In	65
Enabling FaceID	66
Enabling PIN Login	67
Auto-Login	68
Alerts	69
Alerts Overview	69
Custom Alerts	70
Bill Pay Alerts	71
Security Alerts	72
SimpleView Alerts	73
Turning Alerts On and Off	74
Editing or Deleting Alerts	75
Previous Alerts	76
Move Money	77
Move Money Overview	77
Bill Pay Enrollment	78
Adding a Payee	80
Person to Person Payee	80
Bill Pay Payee - Company	82
Bill Pay Payee - Individual	84
Favoriting a Payee	87
Editing a Payee	88
Deleting a Payee	89
New Transaction	90
Transferring Money Between Your Accounts	90
Making a Loan Payment	92
Transferring Money to Another Person (P2P)	95
Making a Bill Pay Payment	97
Editing Transfers/Payments	99
Skip Transfers/Payments	100
Deleting Transfers/Payments	101
Deposit Checks	102
Remote Deposit	102
Manage Cards	103
Turn Card On or Off	103
Card Name	104
Card Alert	105
Temporary Spending Limit Increase	106
Change PIN	107
Report Lost or Stolen Card	108
Travel Notification	109
Enable Automatic On/Off	111
Google Pay/Apple Pay	113
Reports	114
Creating a New Report	114
Account Activity Report	114
Sub-User Account Access Report	115
Running an Existing Report	116
Editing a Report	117
Deleting a Report	118
Services	119
Locations	119
Secure Message Overview	120
Sending a Secure Message	121
Submit a Form	122
Documents	123
Document Enrollment	123
Viewing Documents	124
Settings	125
Contact Settings	125
Adding a New Phone	125
Editing a Phone	126
Deleting a Phone	127
Editing an Email Address	128
Sub-Users	129
Sub-Users Overview	129
Sub-User Overview	130
Adding a New Sub-User	131
Editing a Sub-User	133
Part 1: Editing Sub-User Access	134
Part 2: Editing Sub-User Limits	135
Deleting a Sub-User	136

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