Morgantown Bank & Trust Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to My Money	25
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Opening a New Account	30
Editing Favorite Accounts	32
Organize Dashboard	33
Reorder Accounts	33
Rename Accounts	34
Hide/Unhide Accounts	35
Hide/Unhide Dashboard Tiles	36
App Appearance	37
Favorite Payees	38
Selecting Favorite Payees	38
Money Manager	39
Initial Setup	39
Tagging Transactions	40
Splitting a Transaction	42
My Money Dashboard	44
Spending by Category	45
Budget	47
Adding Budgets	48
Managing Budgets	49
Add a Budget Alert	51
Cashflow Overview	52
Add a Bill or Income	53
Configure Accounts	54
Bills and Income	55
Net Worth	56
Add an Unlinked Asset or Debt	57
Goals	58
Adding Goals	59
Save for Goals	59
Pay Off Goals	60
Add a Goal Alert	61
Managing Goals	62
Security	63
Protecting Your Information	63
General Guidelines	63
Login ID and Password	63
Fraud Prevention	63
Login Settings	64
Change Username	64
Change Password	65
Change Security Questions	66
Recent Logins	67
Mobile Security Preferences	68
Enabling Biometric Sign-In	68
Enabling FaceID	69
Enabling PIN Login	70
Auto-Login	71
Alerts	72
Alerts Overview	72
Custom Alerts	73
Bill Pay Alerts	74
Security Alerts	75
My Money Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	81
Adding a Payee	83
Person to Person Payee	83
Bill Pay Payee - Company	85
Bill Pay Payee - Individual	87
Favoriting a Payee	90
Editing a Payee	91
Deleting a Payee	92
New Transaction	93
Transferring Money Between Your Accounts	93
Making a Loan Payment	95
Transferring Money to Another Person (P2P)	98
Making a Bill Pay Payment	100
Editing Transfers/Payments	102
Skip Transfers/Payments	103
Deleting Transfers/Payments	104
ACH	105
New ACH Batch	105
Part 1: Creating an ACH Batch	105
Part 2: Adding an Existing Participant	107
Part 6: Reviewing the ACH Batch	112
Creating an ACH Template	114
Part 1: Creating an ACH Template	114
Part 2: Adding an Existing Participant	116
Initiating a Template	121
Part 1: Initiating a Template	121
Part 3: Reviewing an ACH Batch	124
Editing an ACH Template	126
Deleting an ACH Template	127
ACH File Upload	128
Deleting a Template for Delimiter Separated File Uploads	133
Editing an ACH Batch	137
Deleting an ACH Batch	138
Approving an ACH Batch	139
Reversing an ACH Batch	140
Deposit Checks	142
Remote Deposit	142
Manage Cards	143
Turn Card On or Off	143
Card Name	144
Card Alert	145
Change PIN	146
Report Lost or Stolen Card	147
Travel Notification	148
Enable Automatic On/Off	150
Google Pay/Apple Pay	152
Reports	153
Creating a New Report	153
Account Activity Report	153
Sub-User Account Access Report	154
Running an Existing Report	155
Editing a Report	156
Deleting a Report	157
Services	158
Locations	158
Secure Message Overview	159
Sending a Secure Message	160
Submit a Form	161
Documents	162
Document Enrollment	162
Viewing Documents	163
Chat	164
Settings	165
Contact Settings	165
Adding a New Phone	165
Editing a Phone	166
Deleting a Phone	167
Editing an Email Address	168
Sub-Users	169
Sub-Users Overview	169
Sub-User Overview	170
Adding a New Sub-User	171
Editing a Sub-User	173
Part 1: Editing Sub-User Access	174
Part 2: Editing Sub-User Limits	175
Deleting a Sub-User	176

Made with FlippingBook. PDF to flipbook with ease