High Country Bank Digital Banking Consumer User Guide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Resetting a Forgotten Password ...............................................................................15 Accounts 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 Initial Setup..................................................................................................................41 Tagging Transactions........................................................................................................... 42 Splitting a Transaction......................................................................................................... 44 SimpleView Dashboard ..............................................................................................46 Spending by Category ................................................................................................47 Budget ..........................................................................................................................49 Adding Budgets.................................................................................................................... 50