Devon Bank Devon Connect Consumer Desktop Guide

First page Table of contents Next page Last page

Getting Started	7
User Enrollment	7
New User	7
Logging Off	8
Resetting a Forgotten Username	9
Resetting a Forgotten Password	11
Transactions Page	13
Transactions Page Overview	13
Account Settings	15
Edit Nickname	15
Hide Account	16
Unhide Account	16
Viewing and Printing a Transaction Image	17
Attaching an Image to a Transaction	18
Account Reporting	19
Account Reporting	19
Creating a New Report	19
Deleting an Existing Report	20
Editing an Existing Report	21
Running an Existing Report	22
Security	23
Protecting Your Information	23
General Guidelines	23
Login ID and Password	23
Fraud Prevention	23
Alerts Overview	24
Edit Delivery Preferences	24
Editing Alerts	25
Account Alerts	25
Security Alerts	26
Secure Message Overview	27
Sending a Secure Message	28
Transaction Types	29
Moving Money Overview	29
Transactions	31
Transfer Funds	31
Managing Transfers	33
Pay a Friend	34
Sending Money	34
Requesting Money	35
Deleting a Payee	36
Viewing Activity	37
Pay a Customer	38
Adding a Payee	38
Deleting a Payee	39
Sending Money	40
Viewing Payment Details	41
External Transfers	42
Adding External Accounts	42
Deleting an External Account	44
External Account Transfer	45
Managing External Transfers	47
Editing a Transfer	47
Deleting a Transfer	48
Loan Transfers	49
Managing Loan Transfers	51
Bill Pay	52
Payments Overview	52
Creating a Payee Overview	54
Creating a Payee	55
Editing a Payee	57
Deactivating or Deleting a Payee	59
Scheduling a Payment	60
Setting Up Autopay	61
Editing a Payment	63
Deleting a Payment	64
Setting Up E-Bills	65
Cancelling E-Bills	66
Setting Up Reminders	67
Editing a Reminder	68
Alerts	69
Creating a Report	70
Searching Records	72
Editing a Report	73
Deleting a Report	74
Changing or Deleting a Funding Account	75
Editing a Funding Account	76
Creating a Category	77
Changing a Category Name	78
Editing a Category	79
Deleting a Category	80
Contacting Client Services	81
Services	82
Stop Payment Request	82
Single Check	82
Range of Checks	84
Manage Cards	86
Disabling or Enabling a Card	86
Merchant Controls	87
Spending Controls	88
Transaction Controls	89
Reordering Checks	90
Statement Delivery	91
Settings	93
Profile	93
Settings	94
Changing Account Order	94
Text Enrollment	95
Additional Features	97

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