Nantahala Bank Discover Digital Banking Consumer 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 Discover PFM	26
Adding an External Account	27
Add Instantly	28
Bank Approval	29
Transaction Challenge	30
Verifying an External Account	31
Removing an External Account	32
Editing Favorite Accounts	33
Organize Dashboard	34
Reorder Accounts	34
Rename Accounts	35
Hide/Unhide Accounts	36
Hide/Unhide Dashboard Tiles	37
App Appearance	38
Favorite Payees	39
Selecting Favorite Payees	39
Discover PFM	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
Discover PFM Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Configure Accounts	55
Bills and Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Bill Pay Alerts	75
Security Alerts	76
Discover PFM Alerts	77
Turning Alerts On and Off	78
Editing or Deleting Alerts	79
Previous Alerts	80
Move Money	81
Move Money Overview	81
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee	92
Deleting a Payee	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
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
Deposit Checks	105
Remote Deposit	105
Manage Cards	106
Turn Card On or Off	106
Card Name	107
Card Alert	108
Change PIN	109
Report Lost or Stolen Card	110
Travel Notification	111
Enable Automatic On/Off	113
Reports	115
Creating a New Report	115
Account Activity Report	115
Running an Existing Report	116
Editing a Report	117
Deleting a Report	118
Services	119
Locations	119
Secure Message Overview	120
Sending a Secure Message	121
Submit a Form	122
Documents	123
Document Enrollment	123
Viewing Documents	124
Stop Payment	125
Single Check	125
Multiple Checks	127
ACH	129
Settings	132
Contact Settings	132
Adding a New Phone	132
Editing a Phone	133
Deleting a Phone	134
Editing an Email Address	135

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