MC Bank Personal Digital Banking Guide

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Getting Started	3
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
Out-of-Band Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Password Security Check	18
Accounts	19
Dashboard Overview	19
Account Details Overview	21
Transaction Details	23
Adding a New Account	25
Adding an Account to Simpleview	26
Adding an External Account	27
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
Simpleview	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Simpleview Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling FaceID	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Bill Pay Alerts	70
Security Alerts	71
Simpleview Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Move Money	76
Move Money Overview	76
Bill Pay Enrollment	78
Change or Add Accounts to Bill Pay	80
Adding a Payee	81
Person to Person Payee	81
Bill Pay Payee - Company	83
Bill Pay Payee - Individual	85
Favoriting a Payee	88
Editing a Payee or External Account	89
Deleting a Payee or External Account	90
New Transaction	91
Transferring Money Between Your Accounts	91
Making a Loan Payment	93
Transferring Money to Another Person (P2P)	95
Making a Bill Pay Payment - Company - Standard Delivery	97
Making a Bill Pay Payment - Company - Rush Delivery	99
Making a Bill Pay Payment - Individual	101
Editing Transfers/Payments	103
Deleting Transfers/Payments	104
Zelle	105
Send Money with Zelle® Setup	105
Initial Setup	105
Adding a Recipient	107
Editing a Recipient	108
Deleting a Recipient	110
Send Money with Zelle®	112
Request Money with Zelle®	114
Manage Payment Profiles	116
Change Your Primary Account	116
Add a New Email or Mobile Number	118
Unenroll from Zelle®	120
Deposit Checks	121
Remote Deposit	121
Manage Cards	122
Turn Card On or Off	122
Card Name	123
Card Alert	124
Temporary Spending Limit Increase	125
Change PIN	126
Report Lost or Stolen Card	127
Travel Notification	128
Enable Automatic On/Off	130
Reports	132
Creating a New Report	132
Account Activity Report	132
Sub-User Account Access Report	133
Running an Existing Report	134
Editing a Report	135
Deleting a Report	136
Services	137
Locations	137
Secure Message Overview	138
Sending a Secure Message	139
Submit a Form	140
Documents	141
Document Enrollment	141
Viewing Documents	142
Stop Payment	143
Single Check	143
Multiple Checks	145
ACH	147
Settings	149
Contact Settings	149
Adding a New Phone	149
Editing a Phone	150
Deleting a Phone	151
Editing an Email Address	152

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