Claremont Savings Bank Online Banking User Guide
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Table of contents
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Getting Started
8
Digital Banking System Requirements
8
Browser (Desktop & Mobile)
8
Mobile Device (App)
8
Mobile Remote Deposit Capture
8
New User Enrollment
9
Logging In
10
Out-of-Band Authentication
12
Logging Off
13
DUO Mobile
14
Resetting a Forgotten Password
16
Retrieve a Forgotten Username
17
Password Security Check
18
Accounts
19
Dashboard Overview
19
Account Details Overview
20
Transaction Details
22
Adding a New Account
24
Adding an Account to SimpleView
25
Adding an External Account
26
Removing an External Account
28
Organize Dashboard
29
Reorder Accounts
29
Rename Accounts
30
Hide/Unhide Accounts
31
App Appearance
32
Quick Pay
33
Selecting Favorite Payees
33
Person to Person
34
Bill Pay
36
External Account
38
Monthly Activity
40
SimpleView
41
Initial Setup
41
Tagging Transactions
42
Splitting a Transaction
44
SimpleView Dashboard
46
Spending by Category
47
Budget
49
Adding Budgets
50
Managing Budgets
51
Add a Budget Alert
53
Cashflow Overview
54
Add a Bill or Income
55
Net Worth
56
Add an Unlinked Asset or Debt
57
Goals
58
Adding Goals
59
Save for Goals
59
Pay Off Goals
60
Add a Goal Alert
61
Managing Goals
62
Security
63
Protecting Your Information
63
General Guidelines
63
Login ID and Password
63
Fraud Prevention
63
Login Settings
64
Change Username
64
Change Password
65
Change Security Questions
66
Recent Logins
67
Mobile Security Preferences
68
Enabling Biometric Sign-In
68
Enabling FaceID
69
Enabling PIN Login
70
Auto-Login
71
Alerts
72
Alerts Overview
72
Custom Alerts
73
Bill Pay Alerts
74
Security Alerts
75
SimpleView Alerts
76
Turning Alerts On and Off
77
Editing or Deleting Alerts
78
Previous Alerts
79
Move Money
80
Move Money Overview
80
Bill Pay Enrollment
81
Adding a Payee
83
Person to Person Payee
83
Bill Pay Payee - Company
85
Bill Pay Payee - Individual
87
Favoriting a Payee
90
Editing a Payee
91
Deleting a Payee
92
New Transaction
93
Transferring Money Between Your Accounts
93
Making a Loan Payment
95
Transferring Money to Another Person (P2P)
97
Making a Bill Pay Payment
99
Editing Transfers/Payments
101
Skip Transfers/Payments
102
Deleting Transfers/Payments
103
Deposit Checks
104
Remote Deposit
104
Manage Cards
105
Turn Card On or Off
105
Card Name
106
Card Alert
107
Temporary Spending Limit Increase
108
Change PIN
109
Report Lost or Stolen Card
110
Travel Notification
111
Enable Automatic On/Off
113
Reports
115
Creating a New Report
115
Account Activity Report
115
Sub-User Account Access Report
116
Running an Existing Report
117
Editing a Report
118
Deleting a Report
119
Services
120
Locations
120
Secure Message Overview
121
Sending a Secure Message
122
Submit a Form
123
Documents
124
Document Enrollment
124
Viewing Documents
125
Settings
126
Contact Settings
126
Adding a New Phone
126
Editing a Phone
127
Deleting a Phone
128
Editing an Email Address
129
Sub-Users
130
Sub-Users Overview
130
Sub-User Overview
131
Adding a New Sub-User
132
Editing a Sub-User
134
Part 1: Editing Sub-User Access
135
Part 2: Editing Sub-User Limits
136
Deleting a Sub-User
137
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