Colony Bank Online Banking User Guide

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Table of Contents Getting Started

Downloading the Mobile Banking App.......................................................................7 New User Enrollment ...................................................................................................8 Desktop ................................................................................................................................... 9 Mobile.................................................................................................................................... 10 Logging Out .................................................................................................................11 Retrieve a Forgotten Username................................................................................12 Resetting a Forgotten Password ...............................................................................13 Dashboard Dashboard Overview..................................................................................................14 Desktop ................................................................................................................................. 14 Mobile.................................................................................................................................... 16 Accounts Account Details Desktop Overview...........................................................................17 Categorizing Transactions .................................................................................................. 19 Download Transactions ..................................................................................................... 20 Account Analytics Desktop - Balance History...................................................................22 Account Analytics - Spending ............................................................................................. 23 Editing an Account ......................................................................................................24 Reorder Accounts Desktop Only...............................................................................25 Deposit Check Mobile Only........................................................................................26 Enrollment ............................................................................................................................ 26 Depositing a Check .............................................................................................................. 27 Security Protecting Your Information......................................................................................28 General Guidelines .............................................................................................................. 28 Login ID and Password........................................................................................................ 28 Fraud Prevention ................................................................................................................. 28 Security Preferences...................................................................................................29 Change Username ............................................................................................................... 29 Change Password ................................................................................................................ 30 Two-Factor Authentication ................................................................................................. 31 Remembered Devices ......................................................................................................... 34 Mobile Security Preferences......................................................................................35 Enabling Digital ID................................................................................................................ 35 Biometrics............................................................................................................................. 36 Push Notifications ................................................................................................................ 37 Alerts ............................................................................................................................38