| Getting Started | 8 |
| Protecting Your Information | 8 |
| General Guidelines | 8 |
| Login ID and Password | 8 |
| Fraud Prevention | 8 |
| New User Enrollment | 9 |
| Logging Off | 11 |
| Resetting A Forgotten Password | 12 |
| Dashboard | 14 |
| Dashboard Overview | 14 |
| Search | 15 |
| Pagination | 15 |
| Manual Accounts | 16 |
| Adding a Manual Account | 16 |
| Editing a Manual Account | 18 |
| Deleting a Manual Account | 19 |
| Account Details Overview | 20 |
| Quick Transfer | 22 |
| Account Nickname | 23 |
| Details & Settings | 24 |
| Account Grouping | 25 |
| Editing a Group Name | 26 |
| Deleting a Group | 26 |
| Security | 27 |
| Security Preferences | 27 |
| Change Password | 27 |
| Change Login ID | 28 |
| Secure Delivery | 29 |
| Mobile Security Preferences | 30 |
| Enabling Touch ID or Fingerprint Login | 30 |
| Enabling Passcode Authentication | 32 |
| Disabling Passcode Authentication, Touch ID or Fingerprint Login | 33 |
| Enabling Face ID | 34 |
| Alerts Overview | 35 |
| Account Alerts | 36 |
| History Alerts | 37 |
| Online Transaction Alerts | 38 |
| Reminders | 39 |
| Security Alerts Overview | 40 |
| Editing Delivery Preferences | 40 |
| Enabling and Disabling Push Notifications | 41 |
| Secure Message Overview | 42 |
| Sending a Secure Message | 43 |
| Transaction Types | 44 |
| Moving Money Overview | 44 |
| Transactions | 45 |
| Transfer Funds | 45 |
| Activity Center Overview | 47 |
| Using Filters | 48 |
| Creating or Deleting Custom Views Using Favorites | 49 |
| Editing Transactions | 50 |
| Canceling Transactions | 51 |
| Bill Payment | 52 |
| Payments Overview | 52 |
| Hiding or Unhiding Payees from Payment Screen | 54 |
| Hide a Payee | 54 |
| Unhide a Payee | 54 |
| Creating a Payee Overview | 55 |
| Creating a Payee: Company | 56 |
| For a Known Payee | 57 |
| For an Unknown Payee | 58 |
| Creating a Payee: Person | 59 |
| Part 1 of 3: Choosing Payee and Payment Method | 59 |
| Part 2 of 3: Adding Payee Information | 60 |
| Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code | 61 |
| Editing a Payee | 62 |
| Deleting a Payee | 63 |
| Scheduling Payments | 64 |
| Rush Delivery | 65 |
| Recurring Payments | 67 |
| Editing Payments | 69 |
| Skipping Payments | 71 |
| Canceling Payments | 72 |
| Setting Up eBills | 73 |
| Adding a Pay From Account | 74 |
| Editing a Pay From Account | 75 |
| Deleting a Pay From Account | 76 |
| Editing Alerts | 77 |
| Categories | 78 |
| Editing a Category | 79 |
| Deleting a Category | 80 |
| GiftPay Overview | 81 |
| Creating a Recipient: Gift Check | 82 |
| Creating a Recipient: Donation | 84 |
| Sending a Gift | 86 |
| Sending a Donation | 88 |
| Editing a Gift or Donation Recipient | 90 |
| Deleting a Gift or Donation Recipient | 91 |
| Editing a Pending Gift or Donation | 93 |
| Deleting a Pending Gift or Donation | 95 |
| eDocuments | 97 |
| eDocument Preferences | 97 |
| PDF Verification | 97 |
| eStatements and eNotices | 98 |
| eDocuments | 99 |
| PDF Verification | 99 |
| eStatements | 100 |
| eNotices | 101 |
| Tax Documents | 102 |
| Financial Tools | 103 |
| Initial Setup | 103 |
| Linking an Account | 103 |
| Unlinking an Account | 104 |
| Categorizing Transactions | 105 |
| Splitting a Transaction | 106 |
| Online Banking Home Page | 107 |
| Spending Overview | 108 |
| Spending: Recategorizing a Transaction | 109 |
| Budgets Overview | 111 |
| Auto-generated Budgets | 112 |
| Budgets From Scratch | 112 |
| Editing or Deleting a Budget | 113 |
| Managing Budgets | 114 |
| Trends Overview | 115 |
| Cash Flow Overview | 116 |
| Adding a Suggested Cash Event | 117 |
| Creating Your Own Cash Event | 118 |
| Editing, Deleting or Skipping a Cash Event | 120 |
| Net Worth Overview | 121 |
| Debts Overview | 122 |
| Services | 123 |
| Credit Score & Report | 123 |
| Stop Payment Request | 124 |
| Reordering Checks | 125 |
| Enroll in Mobile Deposit | 126 |
| Mobile Deposits | 127 |
| CardSwap | 128 |
| Getting Started | 128 |
| Overview | 130 |
| ClickSwitch | 131 |
| Direct Deposits | 131 |
| Manual Switch | 131 |
| Switch Assist | 133 |
| Recurring Payments | 136 |
| Manual Switch | 136 |
| Switch Assist | 137 |
| Existing Switches | 139 |
| Settings | 140 |
| Account Preferences | 140 |
| Text Enrollment | 141 |
| Address Change Request | 143 |
| Themes | 144 |
| Accessibility | 145 |
| Locations | 146 |
| Branches and ATMs | 146 |
| Apple Watch | 147 |
| Apple Watch | 147 |
| Apple Watch Setup | 147 |
| Viewing Account Balance | 147 |
| Viewing Transactions | 148 |