Claremont Savings Bank Online Banking User Guide

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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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