Digital Banking User Guide Sovita Credit Union

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Table of Contents Getting Started

New User Enrollment ...................................................................................................6 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting a Forgotten Password ...............................................................................10 Dashboard Dashboard Overview..................................................................................................11 Organize Dashboard ..................................................................................................13 Accounts Overview .....................................................................................................14 Account Details ...........................................................................................................15 Account Settings .........................................................................................................17 Download Transactions .............................................................................................18 Transaction Details .....................................................................................................19 Security Protecting Your Information......................................................................................20 General Guidelines .............................................................................................................. 20 Login ID and Password........................................................................................................ 20 Fraud Prevention ................................................................................................................. 20 Security Preferences...................................................................................................21 Change Username ............................................................................................................... 21 Change Password ................................................................................................................ 22 Connected Apps (Desktop Only) ........................................................................................ 23 Two-Factor Authentication ................................................................................................. 24 Alternate Verification Method............................................................................................ 26 Authy Authentication........................................................................................................... 27 Remove Authentication....................................................................................................... 28 Mobile Security Preferences......................................................................................29 Enabling Biometric Sign-In.................................................................................................. 29 Changing Passcode Authentication................................................................................... 31 Enabling Face ID................................................................................................................... 32 Alerts Alerts Overview ...........................................................................................................33 Balance Alerts....................................................................................................................... 33 Transaction Alerts................................................................................................................ 34 Editing or Deleting Alerts ...........................................................................................35 User Alerts ...................................................................................................................36 Mobile Notifications ...................................................................................................37