Community Bank and Trust Personal Online Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
8
Logging Off
8
Resetting a Forgotten Password
9
Home Page
11
Home Page Overview
11
Account Details Overview
12
Quick Transfer
14
Account Nickname
15
Details & Settings
16
Account Grouping
17
Editing a Group Name
18
Deleting a Group
18
Security
19
Protecting Your Information
19
General Guidelines
19
Login ID and Password
19
Fraud Prevention
19
Security Preferences
20
Change Password
20
Change Login ID
21
Secure Delivery
22
Mobile Security Preferences
23
Enabling Touch ID or Fingerprint Login
23
Enabling Passcode Authentication
25
Enabling Face ID
26
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
27
Apple Watch®
28
Apple Watch® Setup
28
Viewing Balances and Transactions
28
Alerts Overview
29
Account Alerts
30
History Alerts
31
Online Transaction Alerts
32
Enabling and Disabling Push Notifications
33
Secure Message Overview
34
Sending a Secure Message
35
Transactions
36
Funds Transfer
36
Send Money with Zelle® Setup
38
Initial Setup
38
Adding a Recipient
39
Send Money with Zelle®
40
Request Money with Zelle®
42
Split Payment with Zelle®
43
Zelle® Settings
44
Adding a Personal External Account
45
Verify an External Transfer Account with Micro-Deposits
46
Manage External Transfer Accounts
48
Nickname External Transfer Accounts
48
Remove External Transfer Accounts
49
Loan Payment
50
Activity Center Overview
52
Using Filters
53
Creating or Deleting Custom Views Using Favorites
54
Editing Transactions
55
Canceling Transactions
56
Services
57
Stop Payment Request
57
Single Check
57
Multiple Checks
58
Check Reorder
59
ClickSWITCH
60
Direct Deposits
60
Manual Switch
60
Switch Assist
62
Recurring Payments
65
Manual Switch
65
Switch Assist
66
Existing Switches
68
Settings
69
Account Preferences
69
Text Enrollment
70
Address Change Request
72
Accessibility
73
Bill Pay
74
Bill Pay Overview
74
Hiding or Unhiding Payees from Payment Screen
76
Hide a Payee
76
Unhide a Payee
76
Creating a Payee Overview
77
Creating a Payee: Company
78
For a Known Payee
79
For an Unknown Payee
80
Creating a Payee: Person
81
Part 1 of 3: Choosing Payee and Payment Method
81
Part 2 of 3: Adding Payee Information
82
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code
83
Editing a Payee
84
Deleting a Payee
85
Scheduling Payments
86
Rush Delivery
87
Recurring Payments
89
Editing Payments
91
Skipping Payments
93
Deleting Payments
94
Setting Up eBills
95
Adding an Account
96
Editing an Account
97
Deleting an Account
98
Editing Alerts
99
Categories
100
Editing a Category
101
Deleting a Category
102
Add a Transfer Account
103
Make a Transfer
105
GiftPay Overview
107
Creating a Recipient: Gift Check
108
Creating a Recipient: Donation
110
Sending a Gift
112
Sending a Donation
114
Editing a Gift or Donation Recipient
116
Deleting a Gift or Donation Recipient
117
Editing a Pending Gift or Donation
119
Deleting a Pending Gift or Donation
121
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