MC Bank Personal Digital Banking Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................37 Tagging Transactions........................................................................................................... 38 Splitting a Transaction......................................................................................................... 40 Simpleview Dashboard ..............................................................................................42 Spending by Category ................................................................................................43