High Country Bank Digital Banking Consumer User Guide

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Accounts	16
Accounts Overview	16
Account Details Overview	17
Transaction Details	19
Adding a New Account	21
Adding an Account to SimpleView	22
Adding an External Account	23
Transaction Challenge	24
Verifying an External Account	25
Removing an External Account	26
Organize Dashboard	27
Language Preference	27
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Quick Pay	33
Selecting Favorite Payees	33
Person to Person	34
Bill Pay	36
External Account	38
Monthly Activity	40
SimpleView	41
Initial Setup	41
Tagging Transactions	42
Splitting a Transaction	44
SimpleView Dashboard	46
Spending by Category	47
Budget	49
Adding Budgets	50
Managing Budgets	51
Add a Budget Alert	53
Cashflow Overview	54
Add a Bill or Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling FaceID	69
Enabling PIN Login	70
Auto-Login	71
Alerts	72
Alerts Overview	72
Custom Alerts	73
Bill Pay Alerts	74
Security Alerts	75
SimpleView Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	81
Adding a Payee	83
Person to Person Payee	83
Bill Pay Payee - Company	85
Bill Pay Payee - Individual	87
Favoriting a Payee	90
Editing a Payee	91
Deleting a Payee	92
New Transaction	93
Transferring Money Between Your Accounts	93
Making a Loan Payment	95
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment	100
Editing Transfers/Payments	102
Skip Transfers/Payments	103
Deleting Transfers/Payments	104
Deposit Checks	105
Remote Deposit	105
Manage Cards	106
Turn Card On or Off	106
Card Name	107
Card Alert	108
Temporary Spending Limit Increase	109
Change PIN	110
Report Lost or Stolen Card	111
Travel Notification	112
Enable Automatic On/Off	114
Google Pay/Apple Pay	116
Reports	117
Creating a New Report	117
Account Activity Report	117
Sub-User Account Access Report	118
Running an Existing Report	119
Editing a Report	120
Deleting a Report	121
Services	122
Locations	122
Secure Message Overview	123
Sending a Secure Message	124
Submit a Form	125
Documents	126
Document Enrollment	126
Viewing Documents	127
Stop Payment	128
Single Check	128
Multiple Checks	130
ACH	132
Settings	134
Contact Settings	134
Adding a New Phone	134
Editing a Phone	135
Deleting a Phone	136
Editing an Email Address	137
Sub-Users	138
Sub-Users Overview	138
Sub-User Overview	139
Adding a New Sub-User	140
Editing a Sub-User	142
Part 1: Editing Sub-User Access	143
Part 2: Editing Sub-User Limits	144
Deleting a Sub-User	145
Wires	146
New Domestic Wire	146

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