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 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 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 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