Lewis and Clark Bank User Guide

First page Table of contents Next page Last page

Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Mobile Quicklinks	12
Account Details Overview	13
Quick Transfer	15
Account Nickname	16
Details & Settings	17
Account Grouping	18
Editing a Group Name	19
Deleting a Group	19
Security	20
Protecting Your Information	20
General Guidelines	20
Login ID and Password	20
Fraud Prevention	20
Security Preferences	21
Change Password	21
Change Login ID	22
Secure Delivery	23
Mobile Security Preferences	24
Enabling Touch ID or Fingerprint Login	24
Enabling Passcode Authentication	26
Enabling Face ID	27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	28
Apple® Watch	29
Apple® Watch Setup	29
Viewing Balances and Transactions	29
Alerts Overview	30
Account Alerts	31
History Alerts	32
Insufficient Funds Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	41
Transfer Funds	41
Adding a Personal External Account	43
Verifying a Personal External Account	44
Activity Center Overview	45
Using Filters	46
Creating or Deleting Custom Views Using Favorites	46
Editing Transactions	47
Canceling Transactions	48
Bill Payment	49
Bill Payment Overview	49
Hiding or Unhiding Payees from Payment Screen	51
Hide a Payee	51
Unhide a Payee	51
Creating a Payee Overview	52
Creating a Payee: Company	53
For a Known Payee	54
For an Unknown Payee	55
Creating a Payee: Person	56
Part 1 of 3: Choosing Payee and Payment Method	56
Part 2 of 3: Adding Payee Information	57
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	58
Editing a Payee	59
Deleting a Payee	60
Scheduling Payments	61
Rush Delivery	62
Recurring Payments	64
Editing Payments	66
Skipping Payments	68
Deleting Payments	69
Setting Up eBills	70
Adding an Account	71
Editing an Account	72
Deleting an Account	73
Editing Alerts	74
Categories	75
Editing a Category	76
Deleting a Category	77
Add a Transfer Account	78
Delete or Edit a Transfer Account	80
One-Time Transfer	82
Edit or Stop a Single Transfer	83
Recurring Transfers	85
Edit, Skip or Stop a Recurring Transfer	87
GiftPay Overview	90
Creating a Recipient: Gift Check	91
Creating a Recipient: Donation	93
Sending a Gift	95
Sending a Donation	97
Editing a Gift or Donation Recipient	99
Deleting a Gift or Donation Recipient	100
Editing a Pending Gift or Donation	102
Deleting a Pending Gift or Donation	104
Personal Financial Management	106
Initial Setup	106
Linking an Account	106
Unlinking an Account	107
Categorizing Transactions	108
Splitting a Transaction	109
Online Banking Home Page	110
Spending Overview	111
Spending: Recategorizing a Transaction	112
Budgets Overview	114
Auto-generated Budgets	115
Budgets From Scratch	115
Editing or Deleting a Budget	116
Managing Budgets	117
Trends Overview	118
Cash Flow Overview	119
Adding a Suggested Cash Event	120
Creating Your Own Cash Event	121
Editing, Deleting or Skipping a Cash Event	123
Net Worth Overview	124
Debts Overview	125
Services	126
Stop Payment Request	126
Single Check	126
Multiple Checks	127
Reordering Checks	128
Statements	129
Registration	129
Editing User Options	131
Viewing Statements and Notices	132
Mobile Check Deposit	133
Mobile Deposits	134
Address Change Request	135
Settings	136
Profile	136
Account Preferences	137
Text Enrollment	138
Accessibility	140
Locations	141
Branches and ATMs	141

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