Kish Digital Banking User Guide

Getting Started8
Digital Banking System Requirements8
Browser (Desktop & Mobile)8
Mobile Device (App)8
Mobile Remote Deposit Capture8
New User Enrollment9
Logging In10
Logging Off10
Multi-Factor Authentication11
Logging Off12
DUO Mobile13
Using Multi-Factor Authentication15
Resetting a Forgotten Password16
Dashboard Overview17
Account Details Overview18
Transaction Details20
Adding a New Account22
Adding an Account to TotalView23
Adding an External Account24
Removing an External Account26
Organize Dashboard27
Reorder Accounts27
Rename Accounts28
Hide/Unhide Accounts29
Hide/Unhide Dashboard Tiles30
App Appearance31
Quick Pay32
Selecting Favorite Payees32
Person to Person33
Bill Pay35
External Account37
Monthly Activity39
Initial Setup40
Tagging Transactions41
Splitting a Transaction43
TotalView Dashboard45
Spending by Category46
Adding Budgets49
Managing Budgets50
Add a Budget Alert52
Cashflow Overview53
Add a Bill or Income54
Net Worth55
Add an Unlinked Asset or Debt56
Adding Goals58
Save for Goals58
Pay Off Goals59
Add a Goal Alert60
Managing Goals61
Protecting Your Information62
General Guidelines62
Login ID and Password62
Fraud Prevention62
Login Settings63
Change Username63
Change Password64
Change Security Questions65
Recent Logins66
Mobile Security Preferences67
Enabling Biometric Sign-In67
Enabling PIN Login68
Alerts Overview70
Custom Alerts71
Bill Pay Alerts72
Security Alerts73
TotalView Alerts74
Turning Alerts On and Off75
Editing or Deleting Alerts76
Previous Alerts77
Move Money78
Move Money Overview78
Bill Pay Enrollment79
Adding a Payee81
Person to Person Payee81
Bill Pay Payee - Company83
Bill Pay Payee - Individual86
Favoriting a Payee89
Editing a Payee90
Deleting a Payee91
New Transaction92
Transferring Money Between Your Accounts92
Making a Loan Payment94
Transferring Money to Another Person (P2P)96
Making a Bill Pay Payment98
Editing Transfers/Payments100
Skip Transfers/Payments101
Deleting Transfers/Payments102
Deposit Checks103
Remote Deposit103
Manage Cards104
Turn Card On or Off104
Card Name105
Card Alert106
Temporary Spending Limit Increase107
Change PIN108
Report Lost or Stolen Card109
Travel Notification110
Enable Automatic On/Off112
Creating a New Report114
Account Activity Report114
Running an Existing Report115
Editing a Report116
Deleting a Report117
Secure Message Overview119
Sending a Secure Message120
Submit a Form121
Viewing Documents123
Stop Payment125
Single Check125
Multiple Checks127
Contact Settings131
Adding a New Phone131
Editing a Phone132
Deleting a Phone133
Editing an Email Address134

Made with FlippingBook Ebook Creator