Devon Bank Devon Connect Consumer Desktop Guide

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Table of Contents Getting Started

User Enrollment.............................................................................................................7 New User................................................................................................................................. 7 Logging Off.............................................................................................................................. 8 Resetting a Forgotten Username. ...............................................................................9 Resetting a Forgotten Password................................................................................11 Transactions Page 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 Account Reporting.......................................................................................................19 Creating a New Report. ....................................................................................................... 19 Deleting an Existing Report................................................................................................. 20 Editing an Existing Report. .................................................................................................. 21 Running an Existing Report................................................................................................. 22 Security 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 Moving Money Overview............................................................................................29