Claremont Savings Bank Online Banking User Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44 SimpleView Dashboard...............................................................................................46 Spending by Category.................................................................................................47