Columbia Bank

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	9
Logging Off	9
Resetting A Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
User ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change User ID	23
Secure Delivery	24
Alerts Overview	25
Account Alerts	26
History Alerts	27
Online Transaction Alerts	28
Reminders	29
Security Alerts Overview	30
Editing Delivery Preferences	30
Enabling and Disabling Push Notifications	31
Secure Message Overview	32
Sending a Secure Message	33
Transaction Types	34
Moving Money Overview	34
Transfer Funds	35
Bank2Bank Getting Started	37
Bank2Bank Adding an External Account	38
Bank2Bank Verifing an External Account	40
Bank2Bank Sending a Transfer	41
Bank2Bank Managing Transfers	43
Activity Page Overview	43
Canceling Transactions	44
Bank2Bank Preferences	45
Maintenance Center Overview	46
Using Filters	47
Creating or Deleting Custom Views Using Favorites	47
Editing Transactions	48
Canceling Transactions	49
Loan Details Overview	50
Loan Payments	52
Send Money with Zelle®	54
Bill Pay	55
Overview	55
Biller Set Up	56
Known Company	56
Unknown Company	58
Editing a Payee	60
Deleting a Payee	61
eBills	62
Scheduling Payments	63
Automatic Payments	64
Editing Pending Payments	66
Canceling Pending Payments	67
Viewing Transaction Details	68
Single Transaction	68
Multiple Transactions	69
Creating a Reminder	71
Managing Reminders	73
Editing Reminders	74
Deleting Reminders	75
Moving Payments	76
Editing Account Name	77
Deleting an Account	78
Mobile/Tablet Bill Pay	79
Bill Pay Overview	79
Managing Payees	81
Creating a Payee	81
Editing a Payee	82
Deleting a Payee	83
Making a Manual Payment	84
Canceling Pending Transactions	85
Financial Tools	86
Initial Setup and Linking Accounts	86
Enrollment	86
Linking an Account	87
Manual Accounts	88
Adding a Manual Account	88
Editing a Manual Account	90
Deleting a Manual Account	91
Unlinking an Account	92
Categorizing Transactions	93
Features	94
Spending Overview	95
Spending: Recategorizing a Transaction	96
Budgets Overview	98
Creating a Budget	99
Auto-generated Budgets	99
Budgets From Scratch	99
Editing or Deleting a Budget	100
Managing Budgets	101
Trends Overview	102
Cash Flow Overview	103
Adding a Suggested Cash Event	104
Creating Your Own Cash Event	105
Editing, Deleting or Skipping a Cash Event	107
Net Worth Overview	108
Debts Overview	109
Settings	110
Services	111
Stop Payment Request	111
Check Reorder	112
Statement Delivery	114
Account Preferences	115
Text Enrollment	116
Change Personal Info	118
Themes	119
CardSwap	120
Getting Started	120
Overview	122
Accessibility	123
Locations	124
Branches and ATMs	124
Mobile Banking	125
Getting Started	125
Quick Balance	126
Enabling/Disabling Quick Balance	126
Viewing Quick Balance	126
Mobile Deposits	127
Apple® Watch	128
Apple® Watch Setup	128
Viewing Balances and Transactions	128
CardPilot Overview	129
CardPilot Registering a New Card	130
CardPilot Control Preferences	132
Locations	132
Merchant Types	133
Transaction Types	134
Spend Limits	135
CardPilot Alert Preferences	136
CardPilot Recent Transactions	137
Mobile Security Preferences	138
Enabling Touch/Face ID or Fingerprint Login	138
Enabling Face ID	140
Enabling Passcode Authentication	141
Disabling Passcode Authentication, Touch/Face ID or Fingerprint Login	142
Enabling/Disabling Push Notifications	143

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