Community First Credit Union: A Quick & Easy Guide to Business Online Banking

Published by Murphy & Company, Inc. 13610 Barrett Office Dr

St. Louis, MO 63021 www.mcompany.com

© 2009-2017 Murphy & Company, Inc. Microsoft, Microsoft Money, Windows and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken is a registered trademark of Intuit, Inc. Macintosh is a registered trademark of Apple Computer, Inc. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Q2eBanking. Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

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Getting Started

Welcome to Business Online Banking with Community First Credit Union! Whether at home or at the office, from a mobile phone, tablet or laptop, we strive to make your Online Banking experience easy and convenient. By adding powerful commercial products and features, Community First provides you with the complex tools your business needs to achieve its goals. Although our Business Online Banking shares similar features with our personal accounts, this guide is meant to help you through only business features. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Online Banking process. If you have additional questions, contact us at 800-342-8416 or 904-354-8537.

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Users........................................................................................................................................ 7 New User Enrollment....................................................................................................8 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Asset Summary Overview................................................................................................... 14 Account Details Overview...........................................................................................15 Quick Transfer.............................................................................................................17 Account Grouping.......................................................................................................18 Editing a Group Name......................................................................................................... 19 Deleting a Group.................................................................................................................. 19 Security Protecting Your Information......................................................................................20 General Guidelines............................................................................................................... 20 User ID and Password......................................................................................................... 20 Fraud Prevention.................................................................................................................. 20 Security Preferences...................................................................................................21 Change Password................................................................................................................. 21 Change User ID..................................................................................................................... 22 Secure Access Code Delivery.............................................................................................. 23 Alerts Overview............................................................................................................24 Date Alerts............................................................................................................................. 25 Account Alerts....................................................................................................................... 26 History Alerts........................................................................................................................ 27 Online Transaction Alerts.................................................................................................... 28 Security Alerts Overview.............................................................................................29 Edit Delivery Preferences.................................................................................................... 29 Secure Messaging Secure Message Overview. ........................................................................................30 Sending a Secure Message.........................................................................................31 Transactions Overview Moving Money Overview............................................................................................32

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Transactions Transfer Funds.............................................................................................................33 Transfer to a Member ................................................................................................35 Linking Someone’s Community First Account.................................................................. 35 Single Transfers Between Community First Accounts..................................................... 36 Loan Payments............................................................................................................37 Online Activity Overview.............................................................................................38 Using Filters........................................................................................................................... 39 Creating or Deleting Custom Views Using Favorites........................................................ 39 Canceling Transactions........................................................................................................ 40 Pay Bills Enrollment....................................................................................................................41 Overview.......................................................................................................................43 Biller Set Up..................................................................................................................44 eBills..............................................................................................................................45 Schedule Payments.....................................................................................................46 Automatic Payments...................................................................................................47 Change/Cancel Payments...........................................................................................48 View Bill History...........................................................................................................49 Business Banking Entitled Users Overview.............................................................................................50 User Management Overview.............................................................................................. 51 Adding a New User .............................................................................................................. 52 Part 1 of 5: Establishing Transaction Type Rights............................................................. 53 Part 2 of 5: Disabling a Transaction Type.......................................................................... 54 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 55 Part 4 of 5: Establishing Rights to Access Features.......................................................... 56 Part 5 of 5: Establishing Rights to Access Accounts......................................................... 57 Editing an Existing User’s Rights................................................................................58 Deleting a User............................................................................................................59 Services Card Services................................................................................................................60 Stop Payment Request...............................................................................................61

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Personal Financial Management Welcome.......................................................................................................................64 Understanding PFM Supporting Your Financial Plan. ................................................................................65 PFM Basics Online Banking Home Page.......................................................................................67 Your First PFM Session. ..............................................................................................68 Managing Categories..................................................................................................69 Automatic Categorization.................................................................................................... 69 Enter Manual Category........................................................................................................ 69 Split a Transaction Category............................................................................................... 70 Link an Account...........................................................................................................71 Report Widgets Net Worth.....................................................................................................................72 Budget. .........................................................................................................................73 Automatically Generate a Budget...................................................................................... 73 Create/Edit a Budget............................................................................................................ 74 Spending.......................................................................................................................75 Trends...........................................................................................................................76 Debts.............................................................................................................................77 Settings & Alerts Account Preferences...................................................................................................78 Text Enrollment...........................................................................................................79 Statement Preferences...............................................................................................80 Locations Locations......................................................................................................................81

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Getting Started

Business Online Banking Overview

Whether you’re an enterprise, large corporation or small organization, our flexible Business Online Banking can efficiently serve you. Depending on your size, the first steps in banking online are setting up your users. After setting up these key entities, you can jump right in and experience our state-of-the-art system! Users If your business only needs one person with access to Business Online Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic Online Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. After setting up a company policy with a bank representative, you can organize which employees get access to different features within Business Online Banking by establishing user rights.

Getting Started: Business Online Banking Overview

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Getting Started

If you’re new to Online Banking with Community First, you need to complete the enrollment process the first time that you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Type communityfirstfl.org into your browser and click the “Enroll in Online Banking” link. 2. Fill out the Online Banking Enrollment Form with the required information and click the Continue button. New User Enrollment Note : The details that you provide are verified by comparing them to your contact information in our system. If the information does not match, call us at 800-342-8416 or 904-354-8537 to update your profile. 3. A confirmation message appears. Click the Continue button. 4. Choose the contact method that allows Community First to reach you immediately with a Secure Access Code (SAC). This numbered code is only valid for a short time, and if it expires, you need to request a new one. 5. Enter the SAC and click the Submit button. 6. Create a password for your account and click the Submit button . 7. Confirm your information on file with the credit union. If any information needs to be updated, you can do so via the Update Personal Information feature within online banking. 8. Review the Online Banking Services Agreement on the Disclaimers page and click the I Agree to the Terms and Conditions button to agree to the terms and conditions. 9. Review the Electronic Records Agreement and click the I Agree to the Terms and Conditions button. 10. Review the Statement Preferences page, if all delivery information is accurate, click the This is correct button.

Getting Started: New User Enrollment

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11. Review the Online Banking disclosure Agreement and click the I Agree to the Terms and Conditions button. 12. Choose whether to register your device for future logins. If you click the Register Device button, you will never need to request SACs using the same browser on that device.

Note : For additional security, we strongly suggest that you do not register your devices when you’re on public devices.

13. Congratulations! You have successfully logged in to Online Banking! If you have any questions or concerns, call us at 800-342-8416 or 904-354-8537.

Getting Started: New User Enrollment

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Getting Started

Logging In

After your first-time enrollment, logging in is easy and only requires your User ID and password. If you are logging in using a device that you have not previously registered, you need to request a Secure Access Code (SAC).

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1. Enter your User ID. 2. Enter your password. 3. Click the Sign In button.

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J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : If you enter an incorrect password too many times, your account will be temporarily locked. Call us at 800-342-8416 or 904- 354-8537 for assistance. A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

Logging Off For your security, you should always log off when you finish your online banking

session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.

Getting Started: New User Enrollment

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Getting Started Resetting A Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the Community First Home page—no need to call us!

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1. Click the“Forgot Password?” link. 2. Enter your User ID and click the Submit button. 3. Choose the contact method that allows Community First to reach you immediately with a 6-digit Secure Access Code (SAC).

Note : You may not be able to change your password if your account is locked or if you are resetting your password from an unregistered device.

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Getting Started: Resetting A Forgotten Password A1 B1 C1 D1 E1 F1 G1 H1 I1

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4. Enter the SAC and click the Submit button. 5. Create a new password based on our password requirements and click the Submit button when you are finished.

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Getting Started: Resetting A Forgotten Password

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Home Page

After logging in, you are taken directly to the Home page. This page is divided into three convenient sections to help you navigate to every feature within Online Banking. Here you can view the balances in both your linked and Community First accounts, see your account summaries and more! Home Page Overview 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 11 1 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 10 11 12 13 4 15 6 7 8 19 20 21 22 3 4 5 6 7 8 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P Q R U V W X Y Z A B C D E F G H J1 J2 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b d 2d 3d 4d 5d 6d 7d 8d 9d A1 B C1 D1 E1 F1 G1 H1 I1 A2 B2 C D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 a a a 3a 4 5 6 7 8 9 10b b 2b 3 4 5 6 7b 8 9 1 c c 2c 3c 4c 5 6c 7c 8c 9c 10d 11a 12a 3 4 15a 6a 17a 18a 19a 20a 11b 1 b 3 4 15 6 17b 18b 19b 20 1d 2d 3 4 5 6 7 8 9d J1 A1 B1 C D E F1 G H I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 11b 12b 13b 14b 15b 16b 17b 18b 1d 2d 3d 4d 5d 6d 7d 8d J3 A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 J3 J2 J3 J1 J2 A2 B2 C2 D E F2 G H I2 A3 B3 C3 D E F3 G H I3

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Home Page: Home Page Overview

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A1 B1 C1 D1 E1 F1 G1 H1 I1 B. Each colored piece represents one of your Community First or linked accounts and displays it percentage of total funds as well as the balance. C. Clicking "Next" or "Previous" lets you view different accounts and details. D. You can click the "View Transactions" link for more information. 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 9 20a 1d 2d 3d 4d 5d 6d 7d 8d 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1a 12a 3a 4a 5a 6a 7a 8a 9a 20a A. The Total Assets widget gives you the total amount of money in your accounts and breaks down those funds into percentages. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 Asset Summary Overview If you ever need to quickly assess how much money is in all your accounts, you can scroll down to the Account Summary graphic on the Home page. This interactive chart represents your total assets, represented by specific colors and percentages. C. If you click an account name, you are taken to the Account Details page. You can also click the right side of an account card and click the View Activity button for more details. D. The icon allows you to print the transaction details from your accounts. E. You can expand or collapse account details by clicking the icon. F. If you click and hold an account card, you can drag and drop it to a new location to change the order in which your accounts appear. G. Click either the Link Account button, the icon or the Link Account Box to link an outside account to our Budgeting tools. H. The Quick Actions links in the top right corner let you quickly access different Online Banking features. A. The navigation bar appears in most views on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate drop-down tab. B. Your Community First accounts and linked accounts are displayed in an account card with its balance. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 9 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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Home Page: Home Page Overview

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Home Page Account Details Overview

Selecting a Community First account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8 9a 10b 2b 3b 4b 5b 6b 7b 8b 9 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d 10 16 17 18 19 20 26 27 28 29 30 6 7 8 9 J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 6a 7a 8a 9a 10b 6b 7b 8b 9b 10c 6c 7c 8c 9c 10d 16a 17a 18a 19a 20a 16b 17b 18b 19b 20b 6d 7d 8d 9d J1 F1 G1 H1 I1 B2 C2 D2 E2 F2 G2 H2 I2 J3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d F2 G2 H2 I2 J3 F3 G3 H3 I3 J P Q R S T Z F G H I J2 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 B1 C1 D1 E1 F1 G1 H1 I1

1a 2a 3a 4a 5a 6a 7 1b 2b 3b 4b 5b 6b 7 1c 2c 3c 4c 5c 6c 7 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 11a 12a 13a 14a 15a 16a 17 1d 2d 3d 4d 5d 6d 7

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

11b 12b 13b 14b 15b 16b 17

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 2a 13a 14a 15a 16a 17a 18a 19a 20a

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G A2 B2 C2 D2 E2 F2 G A3 B3 C3 D3 E3 F3 G J1 J2 J1 J2 J1

A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

J3

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

Home Page: Account Details Overview

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J2

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

A2 B2 C2 D2 E2 F2 G2 H2 I2

16

A. On the Home page, you can click on an account name to view the Account Details screen. You can also click the right side of an account card and click the View Activity button. B. The available balance of that account is displayed in the top right corner. C. You can find transactions within that account using the search bar. D. Transactions can be sorted by time, type, amount or check number. Click the Filters icon for more options. E. More information about your account is available by clicking the Details icon. F. The icon lets you send a secure message about that account. You can also print a list of transactions by clicking the icon or export your transactions into a different format by clicking the icon. G. The icon indicates how the Date, Description and Amount columns are sorted. H. You can view more details about a transaction by clicking on it. I. After clicking a transaction, the icon lets you send a secure message about that transaction. You can also print the transaction by clicking the icon.

Home Page: Account Details Overview

17

Home Page Quick Transfer

No need to run to a branch to move money from one account to another! If you’re ever in a rush, the Quick Transfer option provides you with a simple way to do those transactions.

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 11 12 13 14 15 16 17 18 1 21 22 23 24 25 26 27 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1a 2a 3a 4a 5a 6a 7a 8a 9 1b 2b 3b 4b 5b 6b 7b 8b 9 1c 2c 3c 4c 5c 6c 7c 8c 9

1. Choose an account to transfer funds from by clicking the right side of the account card then clicking the Quick Transfer button. 2. Select the “To” drop-down and choose an account to receive the funds. 3. Enter an amount to transfer. 4. Click the “Advanced Options” link to be redirected to the Transfer Funds feature. 5. Click the Transfer Funds button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J2

1d 2d 3d 4d 5d 6d 7d 8d 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2

11a 12a 13a 14a 15a 16a 17a 18a 1

J3

11b 12b 13b 14b 15b 16b 17b 18b 19

J3

A1 B1 C1 D1 E1 F1 G1 H1 I A2 B2 C2 D2 E2 F2 G2 H2 I A3 B3 C3 D3 E3 F3 G3 H3 I

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Home Page: Quick Transfer

18

Home Page Account Grouping

You can organize your internal and linked accounts into groups, so the Home page appears how you want it in a way that makes sense to you. These groups can always be changed or deleted to meet your needs.

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

1d 2d 3d 4d 5d 6d

11a 12a 13a 14a 15a 16

11b 12b 13b 14b 15b 16

A1 B1 C1 D1 E1 F A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c

1. Create a new group by clicking and holding an account tile, then dragging and dropping it to the pop-up icon. 2. Create a group nickname and click the check mark when you are finished. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d 5d 6d 7d 8d

11a 12a 13a 14a 15a 16a 17a 18a

11b 12b 13b 14b 15b 16b 17b 18b

Home Page: Account Grouping

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2

19

Editing a Group Name The names of existing groups can be edited in just two easy steps.

Deleting a Group After a group is made, you can reorganize the Home page by deleting a group without removing those accounts from the Home page. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I icon to edit your group nickname. 2. Enter a new name and click the check mark when you are finished. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1. Click the

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Home Page: Account Grouping 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2 J3

1. Remove all accounts from a group by clicking and holding an account tile and dragging it to another group and dropping it. 2. Click the Yes, delete button to delete the group. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

J A1 B1 C1 D1 E1 F1 G1 H1 I1

20

Security

Protecting Your Information

Here at Community First, we do all that we can to protect your personal information and provide you with a dependable online experience. However, we rely on you to take further precautions to assure the safety of your accounts. By following our tips, Online Banking can be a secure and efficient method for all your banking needs. General Guidelines • Make sure your operating system and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a User ID and password. • Never leave your computer unattended while using Online Banking. • Monitor your recent account history for unauthorized transactions. • Always log off of Online Banking when you’re finished and close the browser. User ID and Password • Create strong passwords by using a mixture of upper and lowercase letters, numbers and special characters. • Do not create passwords containing your initials or birthday. • Change your passwords periodically. • Memorize your passwords instead of writing them down. • Only register personal devices and avoid using features that save your User IDs and passwords. Fraud Prevention • Do not open email attachments or click on links from unsolicited sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect your financial information is compromised, call us immediately at 800-342-8416 or 904-354-8537.

Security: Protecting Your Information

21

Security

Security Preferences

We take security very seriously at Community First. Because of this, we’ve added various tools to help you better protect your account information. You can add and manage these features in Security Preferences to strengthen your online banking experience.

11 12 21 22 1 2 K L U V A B 1a 2 1b 2 1c 2c

Change Password When you need to, you can change your password within Online Banking. We recommend that you change your password regularly and follow our guidelines for creating a strong password.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1d 2

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12

11b 12

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

A1 B A2 B A3 B

Security: Security Preferences 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d In the Settings & Alerts tab, click Security Preferences . 1. Click the Change Password button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 2. Enter your old password. 3. Create a new password. 4. Re-enter your new password. 5. Click the Change Password button when you are finished making changes. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J3 J2 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

22

Change User ID You can also change your User ID at any time. To ensure that you create an effective User ID, create an ID that you will remember that follows our required guidelines.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c

In the Settings & Alerts tab, click Security Preferences . 1. Click the Change User ID button. 2. Enter your new User ID. 3. Click the Submit button when you are finished making changes. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

1d 2d 3d 4d 5d 6d 7d

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

11b 12b 13b 14b 15b 16b 17

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Security: Security Preferences

23

Secure Access Code Delivery Community First verifies your identity using Secure Access Codes (SACs), which are numbered codes that are sent to you by email, phone or text. Within Security Preferences, you can make changes to your delivery preferences or add new ways we can contact you.

11 12 13 21 22 23 1 2 3

icon to make 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1a 2a 3a 1b 2b 3b 1c 2c 3c 11a 12a 13a 11b 12b 13b 1d 2d 3d 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c K L M N O P Q R U V W X Y Z A B C D E F G H icon when you are 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 K L M U V W A B C 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 A2 B2 C2 A3 B3 C3 1d 2d 3d 4d 5d 6d 7d 8 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1

In the Settings & Alerts tab, click Security Preferences . 1. Click the Secure Delivery button. 2. Makes changes to a secure delivery method by clicking the

icon to delete a secure delivery method.

changes or the

3. Enter your new contact information and click the

finished to save your changes. 4. Add a new delivery contact by clicking either the New Email Address , New Phone Number or New Text Number button at the bottom of the page.

11a 12a 13a 14a 15a 16a 17a 18

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

11b 12b 13b 14b 15b 16b 17b 18

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G1 H A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H

Security: Security Preferences

24

Security

Having peace of mind is critical when it comes to your online banking experience. When you create an alert through Online Banking, you specify the conditions that trigger that alert, so you stay on top of what’s important to you. Alerts Overview

11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 11a 12a 13a 14a 15a 16a 17a 18a 19a 20 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11b 12b 13b 14b 15b 16b 17b 18b 19b 20 J A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 1d 2d 3d 4d 5d 6d 7d 1d 2d 3d 4d 5d 6d 7d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J1 In the Settings & Alerts tab, click Alerts . A. The "New Alert" drop-down lets you create a date, account, history or transaction alert. B. The icon allows you to collapse or expand alert details for each category. C. Toggling the "Enabled" switch turns an alert on or off without deleting it. D. The "Edit" link lets you make changes to existing alerts. A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 11b 12b 13b 14b 15b 16b 17b A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3

Note : All alerts are automatically sent through secure messages, but you can also choose to receive them by email, phone or text message.

Security: Alerts Overview

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Date Alerts Just like marking a calendar, you can set up alerts to remind you of specific dates or events. That way, you never forget a birthday or anniversary again!

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 10 J2 J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c

A1 B1 C1 D1 E1 F1 G1 H1 I1 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d

A1 B1 C1 D1 E1 F1 G1 H1 I1

In the Settings & Alerts tab, click Alerts . 1. Use the “New Alert” drop-down and select “Date Alert.” A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J2

J2

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J3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

2. Check the box next to an alert type. 3. Enter the date for the alert to occur. 4. Check the box next to “Recurs Every Year” to have your alert repeat annually. 5. Enter a message and click the Set button. A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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6. Select a delivery method from the drop-down. 7. Click the Save button when you are finished.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

14b 15b 16b 17b 18b 19b 20b

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

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D1 E1 F1 G1 H1 I1

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

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J3

D3 E3 F3 G3 H3 I3

Security: Alerts Overview

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