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
Home Page Overview	9
Account Overview	10
Account Nickname	12
Details & Settings	13
Account Grouping	14
Editing a Group Name	15
Deleting a Group	15
Security	16
Protecting Your Information	16
General Guidelines	16
User ID and Password	16
Fraud Prevention	16
Security Preferences	17
Change Password	17
Change User ID	18
Secure Delivery	19
Mobile Security Preferences	20
Enabling Biometrics	20
Enabling Passcode Authentication	22
Enabling Face ID	23
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	24
Secure Message Overview	25
Sending a Secure Message	27
Bill Pay	28
Enrollment	28
Overview	29
Creating a Biller	30
Known Company	30
Unknown Company	31
Person	32
Editing a Biller	33
Deleting a Biller	34
Enabling eBills	35
Paying eBills	36
Canceling eBills Service for a Biller	37
Scheduling Payments	38
Single Payments	38
Multiple Payments	40
Automatic Payments	42
Automatic Payments for eBills	44
Editing Automatic Payments	45
Deleting Automatic Payments	47
Rush Delivery	49
Activity	50
Editing Pending Payments	51
Canceling Pending Payments	53
Creating a Reminder	55
Editing Reminders	57
Deleting Reminders	59
Settings	61
My Profile	61
Account Preferences	62
Accessibility	63

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