Investor Online Direct Digital Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
6
Logging In
6
Logging Off
6
Resetting A Forgotten Password
7
Accounts Page
9
Accounts Page Overview
9
Account Overview
11
Security
13
Protecting Your Information
13
General Guidelines
13
User ID and Password
13
Fraud Prevention
13
Security Preferences
14
Change Password
14
Change User ID
15
Secure Access Code Delivery
16
Mobile Security Preferences
17
Enabling Fingerprint or Facial Recognition Login
17
Enabling Passcode Authentication
19
Enabling Face ID
21
Secure Message Overview
22
Sending a Secure Message
24
Bill Pay
25
Bill Pay Overview
25
Creating a Payee
25
Editing a Payee
27
Deleting a Payee
28
Making a Single Payment
29
Editing a Single Payment
30
Canceling a Single Payment
31
Making Recurring Payment
32
Editing a Recurring Payment
34
Canceling a Recurring Payment
35
Settings
36
My Profile
36
Account Preferences
37
Accessibility
38
Apple Watch
39
Apple Watch Setup
39
Viewing Balances and Transactions
39
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