Nantahala Bank Discover Digital Banking Consumer 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 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 Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 Discover PFM Dashboard...........................................................................................45