Investor Online Direct Digital Banking User Guide

First page Table of contents Next page Last page
Getting Started6
Logging In6
Logging Off6
Resetting A Forgotten Password7
Accounts Page9
Accounts Page Overview9
Account Overview11
Security13
Protecting Your Information13
General Guidelines13
User ID and Password13
Fraud Prevention13
Security Preferences14
Change Password14
Change User ID15
Secure Access Code Delivery16
Mobile Security Preferences17
Enabling Fingerprint or Facial Recognition Login17
Enabling Passcode Authentication19
Enabling Face ID21
Secure Message Overview22
Sending a Secure Message24
Bill Pay25
Bill Pay Overview25
Creating a Payee25
Editing a Payee27
Deleting a Payee28
Making a Single Payment29
Editing a Single Payment30
Canceling a Single Payment31
Making Recurring Payment32
Editing a Recurring Payment34
Canceling a Recurring Payment35
Settings36
My Profile36
Account Preferences37
Accessibility38
Apple Watch39
Apple Watch Setup39
Viewing Balances and Transactions39

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