Investor Online Direct Digital Banking User Guide

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Table of Contents Getting Started

Logging In.......................................................................................................................6 Logging Off.............................................................................................................................. 6 Resetting A Forgotten Password.................................................................................7 Accounts Page Accounts Page Overview..............................................................................................9 Account Overview........................................................................................................11 Security 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 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

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