Colony Bank Online Banking User Guide

First page Table of contents Next page Last page
Getting Started7
Downloading the Mobile Banking App7
New User Enrollment8
Desktop9
Mobile10
Logging Out11
Retrieve a Forgotten Username12
Resetting a Forgotten Password13
Dashboard14
Dashboard Overview14
Desktop14
Mobile16
Accounts17
Account Details Desktop Overview17
Categorizing Transactions19
Download Transactions20
Account Analytics Desktop - Balance History22
Account Analytics - Spending23
Editing an Account24
Reorder Accounts Desktop Only25
Deposit Check Mobile Only26
Enrollment26
Depositing a Check27
Security28
Protecting Your Information28
General Guidelines28
Login ID and Password28
Fraud Prevention28
Security Preferences29
Change Username29
Change Password30
Two-Factor Authentication31
Remembered Devices34
Mobile Security Preferences35
Enabling Digital ID35
Biometrics36
Push Notifications37
Alerts38
Transfers39
Adding an Account39
Add an External Account - Desktop39
Add an External Account - Mobile40
Link to Another Colony Bank Customer’s Account - Desktop41
Link to Another Colony Bank Member’s Account - Mobile43
Add an External Account to View its Balance on the Dashboard - Desktop44
Add an External Account to View its Balance - Mobile45
Editing an External Account’s Credentials46
Desktop Only46
Removing an External Account Desktop Only47
Make a Transfer (Desktop)48
Make a Transfer (Mobile)50
Loan Payments (Desktop)52
Loan Payments (Mobile)55
Editing a Scheduled Transfer57
Canceling a Scheduled Transfer58
Bill Pay59
Enrollment59
Overview61
Creating a Biller62
Known Company62
Unknown Company63
Person64
Editing a Biller65
Deleting a Biller66
Enabling eBills67
Paying eBills68
Canceling eBills Service for a Biller69
Scheduling Payments70
Single Payments70
Multiple Payments71
Automatic Payments73
Automatic Payments for eBills75
Edit an Automatic Payments76
Delete an Automatic Payments78
Rush Delivery80
Activity82
Editing Pending Payments83
Canceling Pending Payments85
Creating a Reminder87
Editing Reminders89
Deleting Reminders91
eDocuments93
Enrollment (Desktop)93
Unenroll From Statements & Documents94
Statement Delivery (Desktop)95
Statements (Desktop)96
Statement Delivery Enrollment (Mobile)97
Statements (Mobile)98
Savings & Goals99
Financial Wellness99
Spending99
Bulk Categorize Transactions (Desktop Only)100
Savings Goals101
Edit a Savings Goals103
Remove a Savings Goals104
Add Money to a Savings Goals105
Array My Credit106
Registration106
Overview108
Tools109
Check Options Desktop Only109
Stop Payment109
Stop Payment History111
Locations (Desktop)112
Locations (Mobile)114
Settings115
Profile115
Contact Information116
Applications (Desktop Only)118
Snapshot (Mobile Only)119
To Enable Snapshot120
To Use Snapshot121

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