Kish Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Logging Off	10
Multi-Factor Authentication (MFA)	11
Logging Off	12
DUO Mobile	13
Using Multi-Factor Authentication	15
Resetting a Forgotten Password	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to TotalView	24
Adding an External Account	25
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
My Credit Manager	33
Registration	33
Overview	35
Quick Pay	36
Selecting Favorite Payees	36
Person to Person	37
Bill Pay	39
External Account	41
Monthly Activity	43
TotalView	44
Initial Setup	44
Tagging Transactions	45
Splitting a Transaction	47
TotalView Dashboard	49
Spending by Category	50
Budget	52
Adding Budgets	53
Managing Budgets	54
Add a Budget Alert	56
Cashflow Overview	57
Add a Bill or Income	58
Net Worth	59
Add an Unlinked Asset or Debt	60
Goals	61
Adding Goals	62
Save for Goals	62
Pay Off Goals	63
Add a Goal Alert	64
Managing Goals	65
Security	66
Protecting Your Information	66
General Guidelines	66
Login ID and Password	66
Fraud Prevention	66
Login Settings	67
Change Username	67
Change Password	68
Change Security Questions	69
Recent Logins	70
Mobile Security Preferences	71
Enabling Biometric Sign-In	71
Enabling PIN Login	72
Auto-Login	73
Alerts	74
Alerts Overview	74
Custom Alerts	75
Bill Pay Alerts	76
Security Alerts	77
TotalView Alerts	78
Turning Alerts On and Off	79
Editing or Deleting Alerts	80
Previous Alerts	81
Move Money	82
Move Money Overview	82
Bill Pay Enrollment	83
Adding a Payee	85
Person to Person Payee	85
Bill Pay Payee - Company	87
Bill Pay Payee - Individual	90
Favoriting a Payee	93
Editing a Payee	94
Deleting a Payee	95
New Transaction	96
Transferring Money Between Your Accounts	96
Making a Loan Payment	98
Transferring Money to Another Person (P2P)	100
Making a Bill Pay Payment	102
Editing Transfers/Payments	104
Skip Transfers/Payments	105
Deleting Transfers/Payments	106
Deposit Checks	107
Remote Deposit	107
Manage Cards	108
Turn Card On or Off	108
Card Name	109
Card Alert	110
Temporary Spending Limit Increase	111
Change PIN	112
Report Lost or Stolen Card	113
Travel Notification	114
Enable Automatic On/Off	116
Google Pay/Apple Pay	118
Reports	119
Creating a New Report	119
Account Activity Report	119
Running an Existing Report	120
Editing a Report	121
Deleting a Report	122
Services	123
Locations	123
Secure Message Overview	124
Sending a Secure Message	125
Submit a Form	126
Documents	127
Enrollment	127
Viewing Documents	128
Tax Forms	129
Chat	130
Stop Payment	131
Single Check	131
Multiple Checks	133
ACH	135
Settings	137
Contact Settings	137
Adding a New Phone	137
Editing a Phone	138
Deleting a Phone	139
Editing an Email Address	140

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