Devon Bank Devon Connect Consumer Mobile Guide

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Diversity

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Service

DEVON CONNECT Consumer Mobile Guide

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2021 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Finastra Software Inc.

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.

Getting Started

Welcome to Devon Connect! Whether at home or at the office using a computer, mobile phone or tablet, we strive to make your Mobile Banking experience easy and convenient. 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 Devon Connect process. If you have additional questions, contact us at Ebanking@ devonbank.com or 847-947-3901.

Table of Contents Getting Started

User Enrollment.............................................................................................................7 New User................................................................................................................................. 7 Logging In After Enrollment.........................................................................................8 Logging Off.............................................................................................................................. 8 Resetting a Forgotten Username. ...............................................................................9 Resetting a Forgotten Password................................................................................10 Transactions Page Accounts Page Overview. ...........................................................................................11 Account Settings................................................................................................................... 13 Edit Nickname....................................................................................................................... 13 Hide Account......................................................................................................................... 14 Unhide Account.................................................................................................................... 14 Viewing a Transaction Image.....................................................................................15 Attaching an Image to a Transaction........................................................................16 Security Protecting Your Information......................................................................................17 General Guidelines............................................................................................................... 17 Login ID and Password........................................................................................................ 17 Fraud Prevention.................................................................................................................. 17 Alerts Delivery Options...............................................................................................18 Security Alerts....................................................................................................................... 19 Account Alerts....................................................................................................................... 20 Secure Message Overview. ........................................................................................21 Sending a Secure Message.........................................................................................22 Transaction Types Moving Money Overview............................................................................................23 Transactions Transfer Funds.............................................................................................................25 Managing Transfers. ............................................................................................................ 27 Check Deposit..............................................................................................................28 Viewing Check Deposit Details............................................................................................ 29 Pay a Friend..................................................................................................................30 Sending Money..................................................................................................................... 30 Requesting Money. .............................................................................................................. 31 Deleting a Payee................................................................................................................... 32 Viewing Activity..................................................................................................................... 33

Pay a Customer............................................................................................................34 Adding a Payee..................................................................................................................... 34 Deleting a Payee................................................................................................................... 35 Sending Money..................................................................................................................... 36 External Transfers.......................................................................................................37 Adding External Accounts. .................................................................................................. 37 Deleting an External Account.............................................................................................. 39 External Account Transfer................................................................................................... 40 Manage External Transfers................................................................................................. 42 Editing a Transfer. ................................................................................................................ 42 Deleting a Transfer............................................................................................................... 43 Loan Transfers.............................................................................................................44 Managing Loan Transfers.................................................................................................... 46 Picture Pay Picture Pay Overview..................................................................................................47 Picture Pay ............................................................................................................................ 47 Creating a Payee................................................................................................................... 49 Editing a Payee...................................................................................................................... 50 Deleting a Payee................................................................................................................... 51 Making a Payment.......................................................................................................52 Editing a Payment. ............................................................................................................... 54 Deleting a Payment.............................................................................................................. 55 Bill Pay Pay Bills Overview. ......................................................................................................56 Creating a Payee................................................................................................................... 56 Editing a Payee...................................................................................................................... 57 Deleting a Payee................................................................................................................... 58 Making a New Payment..............................................................................................59 Editing a Payment. ............................................................................................................... 60 Deleting a Payment.............................................................................................................. 61 Creating a Recurrence. ...............................................................................................62 Editing a Recurring Payment............................................................................................... 63 Deleting a Recurrence. ........................................................................................................ 64 Creating a Reminder...................................................................................................65

Services Manage Cards..............................................................................................................66 Disabling or Enabling a Card............................................................................................... 66 Merchant Controls. .............................................................................................................. 67 Spending Controls................................................................................................................ 68 Transaction Controls............................................................................................................ 69 Stop Payment Request. ..............................................................................................70 Single Check ......................................................................................................................... 70 Range of Checks. .................................................................................................................. 72 Settings Statement Delivery......................................................................................................74 Statements...................................................................................................................75 Reordering Checks......................................................................................................76 Changing Account Order............................................................................................77 Enabling Touch ID, Fingerprint Login or Face ID. ....................................................78 Enabling PIN Login. .....................................................................................................81 Text Enrollment...........................................................................................................83 Settings Profile............................................................................................................................85 Contact Us Important Phone Numbers........................................................................................86 Additional Features.....................................................................................................87

Getting Started

User Enrollment

New User If you’re new to Devon Connect, you will need to complete the enrollment process the first time you log in. Once you complete these few, quick steps, you’ll be on your way to banking from anywhere! 1. Download our free Devon Bank app from the Apple App Store or Google Play. 2. Click the “New User? Register Here” link. 3. Review the Devon Connect Services Agreement on the Disclaimer page, and click the Accept button to agree to the terms and conditions. 4. Fill out the Customer Verification Form with the required information (account number, account type, social security number and zip code) and click the Verify button.

Note : The details you provide are verified by comparing them to your information in our system. If the information does not match, contact us at Ebanking@devonbank.com or (773) or (847) 465-2500 to speak with a Personal Banker.

5. Use the drop-downs to choose a delivery method and type and click the Submit button. 6. Enter the authentication code and click the Verify button. 7. Create your username and password and click the Submit button. 8. Create a new password based on our password requirements, and click the Submit button when you are finished.

Getting Started: User Enrollment

Getting Started

Logging In After Enrollment

After your first-time enrollment, logging in is easy and only requires your login ID and password.

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1. Enter your username and password. 2. Click the Log In button.

Note : If you enter an incorrect password more than four times, your account will be temporarily locked. If you’ve locked yourself out of your application with four incorrect password attempts, you can use the steps in the “Resetting a Forgotten Password” section below to reset your password. If you are still unable to unlock your account, contact us at Ebanking@devonbank.com or 847-947-3901 for assistance.

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Logging Off For your security, you should always log off when you finish your Devon Connect session. You may also be logged out due to inactivity. 1. In the drop-down at the top right corner of the page, click the Log Out button.

Getting Started: Logging In After Enrollment

Getting Started Resetting a Forgotten Username

If you happen to forget your username, you can easily reestablish a new one from the Devon Bank Mobile Banking Login page—no need to call us!

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1. Click the “Forgot Password?” link. 2. Select “Forgot Username” using the drop-down and click the Submit button. 3. Fill out the Customer Verification Form with the required information, and click the Verify button. 4. Your username will then appear. Click the Continue 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 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 5 16 7 18 19 20 21 22 23 24 5 6 7 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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Getting Started: Resetting a Forgotten Username

Getting Started

Resetting a Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the Devon Bank Mobile Banking Login page—no need to call us!

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1. Click the “Forgot Password?” link. 2. Select “Forgot or Reset Password” using the drop-down and click the Submit button. 3. Fill out the Customer Verification Form with the required information, and click the Verify button. 4. Create a new password based on our password requirements and click the Submit 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 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 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 5 16 17 18 19 20 21 22 23 24 25 6 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 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 Note : If you lock yourself out with four invalid login attempts, you should be able to reset your password after completing the required verification steps. You will not be able to change your password if your account has been locked by Devon Bank. Please contact Devon Bank at Ebanking@devonbank.com or 847-947-3901 during business hours to unlock your account. 11a 12a 13a 14a 5a 16a 17a 18a 19a 20a 11b 12b 13b 14b 5b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I J2 A2 B2 C2 D2 E2 F2 G2 H2 I J3 A3 B3 C3 D3 E3 F3 G3 H3 I 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

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Getting Started: Resetting a Forgotten Password

Transactions Page

Accounts Page Overview When you log into Mobile Banking, you are brought to the Accounts Screen. All your accounts are listed in cards above your transaction history. Here you can view account balances, summaries and more! 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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Note : The letters correspond to several available features on the Transactions page. A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Transactions Page: Accounts Page Overview A3 B3 C3 D3 E3 F3 G3 H3 I3

A. The icon displays the sidebar menu. You can navigate to Mobile Banking features by selecting the name of the feature. B. Your Devon Bank accounts are displayed in an account tile with their balances. C. The (Android) or (Apple) icons show details about an account such as balances, interest rates, and due dates (if applicable). D. The icon allows the user to hide or nickname the corresponding account. E. When you click on the account tile, the transactions for that account are displayed. F. Use the search bar to search transactions using keywords. G. The icon allows you to filter your search. H. You can expand or collapse the view of each transaction by clicking on it. I. The icon located in the top right corner of the screen allows you to access account settings, locations, contact details, social buttons, alerts and more.

Transactions Page: Accounts Page Overview

Account Settings Personalize your accounts and how they appear in Mobile Banking. Here you can change your account names and organize them however you like to suit your needs.

Note : The screens shown are from an Apple device. Your experience may be slightly different on an Android device.

Edit Nickname

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drop-down at the top right corner of the screen, click Settings . 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

In the

1. Click the account you would like to nickname. 2. Click the edit icon. 3. Enter the new nickname. 4. Click the Submit 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

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Transactions Page: Accounts Page Overview

Hide Account

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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 1. Click the account you would like to hide. 2. Click the toggle to hide the account 3. Click the Ok button when you are finished. In the

drop-down at the top right corner of the screen, click Settings .

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Unhide Account

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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 1. Click the account you would like to unhide. 2. Click the toggle to unhide the account 3. Click the Ok button when you are finished. In the

drop-down at the top right corner of the screen, click Settings .

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Transactions Page: Accounts Page Overview

Transactions Page

Viewing a Transaction Image

Need a copy of a check that has cleared your account? You can view copies of checks through mobile banking with Devon Bank.

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icon. The 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 K L M N O P Q R S U V W X Y Z A B C D E F G H I 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 2b 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 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 icon J1 J2 J3 J1 A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 0a J2 J3 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 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 17 11b 12b 13b 14b 15b 16b 17 1d 2d 3d 4d 5d 6d 7d 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a J3

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In the Sidebar Menu , click Accounts . 1. Click on an account. 2. Scroll through the list of transactions and look for the indicates that there is a transaction image to view. 3. Click the icon. 4. Click the Review Check Image button. 5. Click on the image to view the opposite side of the check. 6. Click the Done 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

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Transactions Page: Viewing a Transaction Image

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Transactions Page Attaching an Image to a Transaction

Keep track of your expenses by attatching receipts, invoices and other images to each transaction.

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In the Sidebar Menu , click Accounts . 1. Click on an account. 2. Click the icon and choose “Attach Image” (Android) or “Add Transaction Image” (Apple) from the drop-down menu. 3. Navigate to the image you wish to attach. 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

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Transactions Page: Attaching an Image to a Transaction

Security

Protecting Your Information

Here at Devon Bank, we do everything 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, Devon Connect can be a secure and efficient platform 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 login ID and password. • Never leave your device unattended while using Devon Connect. • Monitor your recent account history for unauthorized transactions. • Always log off of Devon Connect when you’re finished and close the app. Login ID and Password • Create strong passwords by using a mixture of uppercase 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 login 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 Ebanking@devonbank.com or 847-947-3901.

Security: Protecting Your Information

Security

Enjoy convenience, ease and peace of mind when it comes to Mobile Banking. Alerts help you stay on top of your finances by notifying you via email, text or both when the specified criteria are met. Alerts Delivery Options

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In the change your text alert settings. 2. For email alerts, enter your email address and click the Save button. 3. For text alerts, enter your phone number and click the toggle. 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 drop-down at the top right of the page, click Alerts . 1. Click the icon to change your email alert settings. Click the

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Security: Alerts Delivery Options

Security Alerts We want you to feel confident while using Devon Connect. To help you feel safe and in control, Security Alerts are implemented in your accounts to notify you immediately when security scenarios occur.

In the 1. Select the Security Alerts button. 2. Enable and disable alerts: a. Click the or 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 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 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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drop-down at the top right of the page, click Alerts .

icon to disable an alert. icon to enable an alert. J3

b. Click the A3 B3 C3 D3 E3 F3 G3 H3 I3 or

3. Enter a dollar amount, if required. 4. Click the Save button.

Security: Alerts Delivery Options

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Account Alerts There should be no surprises when it comes to your finances. Account Alerts can notify you when the balances in your accounts go above or below a number you specify.

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In the 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. Select the Account Alerts button. 2. Select an account. 3. Enable and disable alerts: a. Click the or 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 b. Click the 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a or 4. Enter a dollar amount, if required. 5. Click the Save button. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 8 19 20 21 22 23 24 25 26 27 28 9 0 1 2 3 4 5 6 7 8 9

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drop-down at the top right of the page, click Alerts .

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icon to disable an alert. icon to enable an alert.

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Security: Alerts Delivery Options

Security

If you have questions about your accounts or need to speak with someone at Devon Bank, Secure Messages allows you to communicate directly with a Devon Bank customer service representative. From the Secure Messages page, you can view replies, old messages, create new conversations and attach images. Secure Message Overview

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In the Sidebar Menu , click Messaging . A. Click the appropriate tab at the top to view your inbox, sent messages or archived messages. B. Click on a message to open it in a new screen. C. Delete multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. D. Archive multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. E. Delete an opened message by clicking the Trash button, reply by clicking the Reply button or archive by clicking the Archive button. F. Return to your mailbox by clicking the “Back” or “Done” link. J1 J2 J3

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Security: Secure Message Overview

Security

Sending a Secure Message

Starting a new conversation through Devon Connect is just as effortless as sending an email. Unlike an email, you can safely include confidential personal information relating to your accounts or attach files within a new message.

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icon. 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 J3 icon. 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 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 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 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 J1 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 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

In the Sidebar Menu , click Messaging . 1. Create a new message by clicking the 2. Select the subject from the drop-down. 3. (Optional) Attach a file by clicking the 4. Enter your message. 5. Click the Send button when you are finished.

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Security: Sending a Secure Message

Transaction Types

Moving Money Overview The heart of Devon Connect is the ability to transfer funds on the go. Whether you are transferring money between your accounts or sending money to someone outside of Devon Bank, there are various features that help you transfer funds in different ways. • Transfer Funds : Move money between your personal Devon Bank accounts.

• Check Deposit: Use the Check Deposit feature to upload images of the front and back of a check to deposit it to your Devon Bank account.

• Pay a Friend: Send money to anyone via a one-time transfer.

Transaction Types: Moving Money Overview

• Pay a Customer:

Pay any Devon Bank Customer.

• External Transfers : Move money between your Devon Bank account and your external account.

• Loan Transfers Make payments to any of your Devon Bank loans.

Transaction Types: Moving Money Overview

Transactions

When you need to make a one-time or recurring transfer between your personal Devon Bank accounts, you can use the Transfer Funds feature. These transactions go through automatically, so your money is always where you need it to be. Transfer Funds

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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 In the Sidebar Menu , click Transfer Funds . 1. Click the Transfer Funds button. 2. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 3. Enter the amount to transfer. 4. Enter the date to send the transaction. 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

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A3 B3 C3 D3 E3 F3 G3 H3 I3

Transactions: Transfer Funds

26 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 1 1 1 1 1 1 1 1 1 1 2 21 22 23 24 25 26 27 28 29 30 1 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 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 1d 2d 3d 4d 5d 6d 7d 8d 9d a a a a a a a a a a b b b b b b b b b b c c c c c c c c c c 1d 2d d 4d d 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 J1 J2 a a a a a a a a a a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 1 B1 C1 1 E1 F1 1 1 I1 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

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

5. Select a frequency using the drop-down. Frequency options include: One- time, Daily, Weekly, Every two weeks, Monthly, Every three months and Annually. 6. For a recurring transfer: a. Choose how long the transfer should occur. • Until Cancelled: Transactions process until the user cancels the recurring payment in the application. • Until But Not After Date: Transactions occur on the scheduled frequency until the end-date that the user designates has passed. • Until Total Transfers Made: Transactions occur on the scheduled frequency until the designated number of payments have been completed. b. Enter an end date or total number of transfers, if necessary. 7. Enter a memo. 8. Click the Submit 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 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 J3 2 J3 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 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 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 9a 20a 11b 12b 13b 14b 15b 16b 17b 18b 9b 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 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 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9

A3 B3 C3 D E3 F3 G3 H3 I3 2 B2 C2 2 E2 F2 2 2 2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Transactions: Transfer Funds

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