Columbia Bank

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Table of Contents

Getting Started New User Enrollment....................................................................................................8 Logging In.......................................................................................................................9 Logging Off..............................................................................................................................9 Resetting A Forgotten Password...............................................................................10 Home Page 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 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 Moving Money Overview............................................................................................34 Transfer Funds.............................................................................................................35

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