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	18
Transaction Details	20
Adding a New Account	22
Adding an Account to SimpleView	23
Adding an External Account	24
Verifying an External Account	25
Removing an External Account	26
Editing Favorite Accounts	27
Organize Dashboard	28
Language Preference	28
Reorder Accounts	29
Rename Accounts	30
Hide/Unhide Accounts	31
Hide/Unhide Dashboard Tiles	32
App Appearance	33
Favorite Payees	34
Selecting Favorite Payees	34
SimpleView	35
Initial Setup	35
Tagging Transactions	36
Splitting a Transaction	38
SimpleView Dashboard	40
Spending by Category	41
Budget	43
Adding Budgets	44
Managing Budgets	45
Add a Budget Alert	47
Cashflow Overview	48
Add a Bill or Income	49
Net Worth	50
Add an Unlinked Asset or Debt	51
Goals	52
Adding Goals	53
Save for Goals	53
Pay Off Goals	54
Add a Goal Alert	55
Managing Goals	56
Security	57
Protecting Your Information	57
General Guidelines	57
Login ID and Password	57
Fraud Prevention	57
Login Settings	58
Change Username	58
Change Password	59
Change Security Questions	60
Recent Logins	61
Mobile Security Preferences	62
Enabling Biometric Sign-In	62
Enabling FaceID	63
Enabling PIN Login	64
Auto-Login	65
Alerts	66
Alerts Overview	66
Custom Alerts	67
Bill Pay Alerts	68
Security Alerts	69
SimpleView Alerts	70
Turning Alerts On and Off	71
Editing or Deleting Alerts	72
Previous Alerts	73
Move Money	74
Move Money Overview	74
Bill Pay Enrollment	76
Change or Add Accounts to Bill Pay	78
Adding a Payee	79
Person to Person Payee	79
Bill Pay Payee - Company	81
Bill Pay Payee - Individual	83
Favoriting a Payee	86
Editing a Payee or External Account	87
Deleting a Payee or External Account	88
New Transaction	89
Transferring Money Between Your Accounts	89
Making a Loan Payment	91
Transferring Money to Another Person (P2P)	93
Making a Bill Pay Payment - Company - Standard Delivery	95
Making a Bill Pay Payment - Individual	97
Editing Transfers/Payments	99
Deleting Transfers/Payments	100
Deposit Checks	101
Remote Deposit	101
Zelle	102
Send Money with Zelle® Setup	102
Initial Setup	102
Adding a Recipient	103
Editing a Recipient	104
Deleting a Recipient	106
Send Money with Zelle®	108
Request Money with Zelle®	110
Manage Payment Profiles	112
Change Your Primary Account	112
Add a New Email or Mobile Number	114
Unenroll from Zelle®	116
Manage Cards	117
Turn Card On or Off	117
Card Name	118
Card Alert	119
Temporary Spending Limit Increase	120
Change PIN	121
Report Lost or Stolen Card	122
Travel Notification	123
Enable Automatic On/Off	125
Samsung Pay/Apple Pay	127
Reports	128
Creating a New Report	128
Account Activity Report	128
Sub-User Account Access Report	129
Running an Existing Report	130
Editing a Report	131
Deleting a Report	132
Services	133
Locations	133
Secure Message Overview	134
Sending a Secure Message	135
Submit a Form	136
Documents	137
Document Enrollment	137
Viewing Documents	138
Stop Payment	139
Single Check	139
Multiple Checks	141
ACH	143
Settings	146
Contact Settings	146
Adding a New Phone	146
Editing a Phone	147
Deleting a Phone	148
Editing an Email Address	149
Sub-Users	150
Sub-Users Overview	150
Sub-User Overview	151
Adding a New Sub-User	152
Editing a Sub-User	154
Part 1: Editing Sub-User Access	155
Part 2: Editing Sub-User Limits	156
Deleting a Sub-User	157
Wires	158
New Domestic Wire	158

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