North Alabama Bank

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8-14-23

North Alabama Bank

Online Banking User Guide

Member FDIC

Equal Housing Lender

Published by Murphy & Company, Inc. 13610 Barrett Office Drive

St. Louis, MO 63021 www.mcompany.com

© 2009-2022 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

Getting Started

Welcome to Online Banking with North Alabama Bank! Whether you are at home or at the office using a mobile phone, tablet or laptop, we strive to make your Online Banking experience easy and convenient. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Online Banking process. If you have additional questions, contact us at (256) 828-9500.

Table of Contents Getting Started

Digital Banking System Requirements........................................................................8 Browser (Desktop & Mobile)................................................................................................. 8 Mobile Device (App). .............................................................................................................. 8 Mobile Remote Deposit Capture.......................................................................................... 8 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting a Forgotten Password................................................................................10 Retrieve a Forgotten Username. ...............................................................................11 Accounts Dashboard Overview. .................................................................................................12 Account Details Overview...........................................................................................13 Transaction Details......................................................................................................15 Adding an Account to NAB Money Manager. ..........................................................17 Organize Dashboard...................................................................................................19 Reorder Accounts................................................................................................................. 19 Rename Accounts................................................................................................................. 20 Hide/Unhide Accounts......................................................................................................... 21 Hide/Unhide Dashboard Tiles............................................................................................. 22 App Appearance................................................................................................................... 23 Quick Pay......................................................................................................................24 Selecting Favorite Payees.................................................................................................... 24 Person to Person.................................................................................................................. 25 Bill Pay. .................................................................................................................................. 27 Monthly Activity...........................................................................................................29 NAB Money Manager Initial Setup. .................................................................................................................30 Tagging Transactions........................................................................................................... 31 Splitting a Transaction......................................................................................................... 33 NAB Money Manager Dashboard. ............................................................................35 Spending by Category.................................................................................................36 Budget. .........................................................................................................................38 Adding Budgets. ................................................................................................................... 39 Managing Budgets. .............................................................................................................. 40 Add a Budget Alert............................................................................................................... 42 Cashflow Overview......................................................................................................43 Add a Bill or Income............................................................................................................. 44

Net Worth.....................................................................................................................45 Add an Unlinked Asset or Debt. ......................................................................................... 46 Goals.............................................................................................................................47 Adding Goals......................................................................................................................... 48 Save for Goals....................................................................................................................... 48 Pay Off Goals. ....................................................................................................................... 49 Add a Goal Alert.................................................................................................................... 50 Managing Goals.................................................................................................................... 51 Security Protecting Your Information......................................................................................52 General Guidelines............................................................................................................... 52 Login ID and Password........................................................................................................ 52 Fraud Prevention.................................................................................................................. 52 Login Settings...............................................................................................................53 Change Username................................................................................................................ 53 Change Password................................................................................................................. 54 Change Security Questions................................................................................................. 55 Recent Logins...............................................................................................................56 Mobile Security Preferences......................................................................................57 Enabling Biometric Sign-In.................................................................................................. 57 Alerts Alerts Overview............................................................................................................58 Custom Alerts. ...................................................................................................................... 59 Bill Pay Alerts. ....................................................................................................................... 60 Security Alerts....................................................................................................................... 61 NAB Money Manager Alerts................................................................................................ 62 Turning Alerts On and Off................................................................................................... 63 Editing or Deleting Alerts............................................................................................64 Previous Alerts.............................................................................................................65 Move Money Move Money Overview...............................................................................................66 Bill Pay Enrollment......................................................................................................67 Adding a Payee............................................................................................................69 Person to Person Payee. ..................................................................................................... 69 Bill Pay Payee - Company.................................................................................................... 71 Bill Pay Payee - Individual.................................................................................................... 73 Favoriting a Payee................................................................................................................ 76 Editing a Payee...................................................................................................................... 77 Deleting a Payee................................................................................................................... 78

New Transaction..........................................................................................................79 Transferring Money Between Your Accounts................................................................... 79 Making a Loan Payment...................................................................................................... 81 Transferring Money to Another Person (P2P)................................................................... 83 Making a Bill Pay Payment.................................................................................................. 86 Editing Transfers/Payments................................................................................................ 89 Skip Transfers/Payments..................................................................................................... 90 Deleting Transfers/Payments. ............................................................................................ 91 Deposit Checks Remote Deposit...........................................................................................................92 Manage Cards Turn Card On or Off....................................................................................................93 Card Name...................................................................................................................94 Card Alert. ....................................................................................................................95 Temporary Spending Limit Increase.........................................................................96 Report Lost or Stolen Card.........................................................................................97 Travel Notification.......................................................................................................98 Enable Automatic On/Off........................................................................................ 100 Reports Creating a New Report............................................................................................. 102 Account Activity Report..................................................................................................... 102 Sub-User Account Access Report. ................................................................................... 103 Running an Existing Report..................................................................................... 104 Editing a Report........................................................................................................ 105 Deleting a Report...................................................................................................... 106 Services Locations. .................................................................................................................. 107 Secure Message Overview. ..................................................................................... 108 Sending a Secure Message...................................................................................... 109 Submit a Form. .................................................................................................................. 110 Documents................................................................................................................ 111 Document Enrollment. ..................................................................................................... 111 Viewing Documents. ......................................................................................................... 112 Settings Contact Settings........................................................................................................ 113 Adding a New Phone......................................................................................................... 113 Editing a Phone.................................................................................................................. 114

Deleting a Phone............................................................................................................... 115 Editing an Email Address.................................................................................................. 116 Sub-Users Sub-Users Overview................................................................................................. 117 Sub-User Overview............................................................................................................ 118 Adding a New Sub-User ................................................................................................... 119 Editing a Sub-User.................................................................................................... 121 Part 1: Editing Sub-User Access....................................................................................... 122 Part 2: Editing Sub-User Limits........................................................................................ 123 Deleting a Sub-User. ................................................................................................ 124

Getting Started

Digital Banking System Requirements

Browser (Desktop & Mobile) North Alabama Bank supports Microsoft Edge, Google Chrome, Mozilla Firefox and Safari. Our recommendation is that both consumer and admin users of Digital Banking keep the latest version of browsers to ensure that the latest security patches are in place. Mobile Device (App)

• iOS devices should support version 11.0 and greater • Android Devices should support version 4.4 and greater • 4G/LTE and greater Mobile Remote Deposit Capture • Recommended camera resolution is 1600X1200 pixels

Getting Started: Digital Banking System Requirements

Getting Started Logging In

After your first-time enrollment, logging in is easy and only requires your username and password.

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Logging Off For your security, you should always log off when you finish your Online Banking 1. Enter your username and click the Login button./ 2. Enter your username and password. Click the Sign In button. 3. (Optional) Check the box to remember your username. 4. Click the Sign In button. If this is the first time you are logging in from an unregistered device you will need to answer a security question. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I session. We may also log you off due to inactivity. 1. Click the Log Out tab in the sidebar menu. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1

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Getting Started: Logging In

Getting Started

Resetting a Forgotten Password

If you happen to forget your password, you can easily reestablish a new one from the North Alabama Bank Home page—no need to call us!

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Getting Started: Resetting a Forgotten Password

Getting Started Retrieve a Forgotten Username

If you happen to forget your username, you can easily retrieve it from the North Alabama Bank Home page—no need to call us!

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1. Click the “Forgot Username” link. 2. Enter your email address and click the Continue button. 3. Answer the security question and click the Submit button. 4. Your username will be displayed. Click the Ok button to log in. A3 B3 C3 D3 E3 F3 G3 H3 I3

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Getting Started: Retrieve a Forgotten Username

Accounts

Dashboard Overview After logging in, you are taken directly to the dashboard. From here, you can navigate to every feature within Online Banking. You can view the balances in your accounts, see your account summaries and more! 10 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 2 3 4 5 6 7 8 19 20 1 2 23 4 5 6 7 8 29 30 1 2 3 4 5 6 7 8 9

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A3 B3 C3 D3 E3 F3 G3 H3 I3 A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 an account tile, you are taken to the Account Details page. C. Export your accounts into a different format by clicking the A3 B3 C3 D3 E3 F3 G3 H3 I3

D. The

icon opens the search bar to find transactions with that account.

E. Click the

icon to add a new account. Go to page 17 for more information.

F. Quick links let you quickly access different features. G. Quick Pay allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 24 for more information. H. View your monthly checking, savings and loan activity on a graph.

Accounts: Dashboard Overview

Accounts Account Details Overview

Selecting an North Alabama Bank account on the dashboard takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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Accounts: Account Details Overview

A. On the dashboard, click on an account tile to view the Account Details screen. B. The available balance of your account is displayed in the top left corner. C. Export your transactions into a different format by clicking the icon. D. The icon opens the search bar to sort and find transactions within that account. E. Use the “Sort” link to sort your transactions. F. The Statements button allows you to access digital statements. Go to page 111 for more information. G. You can view more details about a transaction by clicking on it. H. More details about the account are displayed in the upper right corner. Click the icon to view additional details.

Accounts: Account Details Overview

Accounts Transaction Details

Access additional details about your transactions.

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

On the dashboard, select an account to view the Account Details screen. 1. Click a transaction. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

1d 2d 3d

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A1 B1 C1 A2 B2 C2 A3 B3 C3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

A1 B1 C1 D1 E1 F1 G1 H1 I1

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 G1 H1 I1

A. Click the icon to download transaction details. B. Click the Category button to categorize a transaction. 1. Click the icon to add a category. 2. Click a category to categorize the transaction. 3. (Optional) Check the box to automatically apply this category to all similar transactions. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Accounts: Transaction Details

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : Adding a tag makes transactions easier to search. Adding an image is a great way to organize receipts. icon to add a note to a transaction. D. Click the “+ Attach Image(s)” link to add an image to a transaction. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 C. Click the

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

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Accounts: Transaction Details

Accounts Adding an Account to NAB Money Manager Your Invision Bank accounts are automatically linked to NAB Money Manager. You can also aggregate your external accounts. For more information about NAB Money Manager go to page 30.

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

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A3 B3 C3 D3 E3 F3 G3 H3 I3

Click the View Accounts tab. 1. Click the icon.

Accounts: Adding an Account to NAB Money Manager

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 2. Click the NAB Money Manager button. 3. Locate your financial institution using the list or the search bar. 4. Select an account type. 5. Enter your user ID and password, and click the Connect button to finish linking an account. J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

Accounts: Adding an Account to NAB Money Manager

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A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

Accounts Organize Dashboard

Reorder, rename and hide accounts to customize your dashboard. You can also hide dashboard tiles. Reorder Accounts

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

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Click the “Manage Profile” link at the top of the side menu. 1. Click the Reorder Accounts button. 2. Click and drag an account to reorder them.

1d 2d 3d

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A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

Rename Accounts

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2

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11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

Click the “Manage Profile” link at the top of the side menu. 1. Click the Rename Accounts button. 2. Rename your account(s). 3. Click the Save button when you are finished. J1

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B1 C1 D1 E1 F1 G1 H1 I1

Accounts: Organize Dashboard

B2 C2 D2 E2 F2 G2 H2 I2

B3 C3 D3 E3 F3 G3 H3 I3

Hide/Unhide Accounts

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

Click the “Manage Profile” link at the top of the side menu. 1. Click the Hide Accounts button. 2. Select which accounts to hide or unhide.

1d 2d 3d

11a 12a 13a

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A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

Hide/Unhide Dashboard Tiles

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

Click the “Manage Profile” link at the top of the side menu. 1. Click the Hide Dashboard Tiles button. 2. Select which dashboard tiles to hide or unhide. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 J1

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d

11a 12a 13a

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A1 B1 C1 A2 B2 C2 A3 B3 C3

Accounts: Organize Dashboard

App Appearance Change the way the app appears on your devices. These changes will apply to any device you use to log into your account.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

Click the “Manage Profile” link at the top of the side menu. 1. Select a display theme for the mobile app.. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

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Accounts: Organize Dashboard

Accounts Quick Pay

Quickly send transfers to your favorite payees. Selecting Favorite Payees

11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c

1d 2d 3d 4d 5d 6d

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11b 12b 13b 14b 15b 16b 11 12 13 14 15 16 17 1 21 22 23 24 25 26 27 2 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 1d 2d 3d 4d 5d 6d 7d A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 1d 2d 3d 4d 5d 6d 7d 8d

Click the View Accounts tab. 1. Click the icon. 2. Check or uncheck the boxes next to the payees to add or remove them as favorites. 3. Click the Save button.

11a 12a 13a 14a 15a 16a 17a 18a

11b 12b 13b 14b 15b 16b 17b 18b

Accounts: Quick Pay

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2

Person to Person

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J L M N O P Q R S T V W X Y Z B C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z C D E F G H I 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 J N O P Q R S T X Y Z D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b B1 C1 D1 E1 F1 G1 H1 I1 B2 C2 D2 E2 F2 G2 H2 I2 13a 14a 15a 16a 17a 18a 19a 20a B3 C3 D3 E3 F3 G3 H3 I3 13b 14b 15b 16b 17b 18b 19b 20b J2

11 12 13 21 22 23 1 2 3 K L M U V W A B C

1a 2a 3a 1b 2b 3b 1c 2c 3c 11 12 13 14 15 6 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 11a 12a 13a 11b 12b 13b 1d 2d 3d A1 B1 C1 A2 B2 C2 A3 B3 C3 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c

Click the View Accounts tab. 1. Click the person you would like to send money to. 2. Select an account. 3. Enter an amount to transfer. 4. Select how the payee should be notified and enter their contact information, if necessary. 5. (Optional) Enter a note. 6. Click the Continue button when you are finished. 7. Review the transfer information and click the Submit button. J1 J2 J3 J1 J2 J3 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 14a 15a 16a 17a 18 19a 20 14b 15b 16b 17b 18b 19b 20b 4d 5d 6d 7d 8d 9d J1 D1 E1 F1 G1 H1 I1 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 15a 16a 17a 18a 19a 20a 5d 6d 7d 8d 9d C1 D1 E1 F1 G1 H1 I1 C2 D2 E2 F2 G2 H2 I2 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d 5d 6d 7d 8d

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11b 12b 13b 14b 15b 16b 17b 18b

A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

D2 E2 F2 G2 H2 I2 15b 16b 17b 18b 19b 20b D3 E3 F3 G3 H3 I3 E1 F1 G1 H1 I1 J1

E2 F2 G2 H2 I2

E3 F3 G3 H3 I3

Accounts: Quick Pay

11 12 13 21 22 23 1 2 3 K L M U V W A B C 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 1b 2b 3b 1c 2c 3c 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 1d 2d 3d 4d 1d 2d 3d A1 B1 C1 A2 B2 C2 A3 B3 C3 11b 12b 13b 14 A1 B1 C1 D A2 B2 C2 D2 A3 B3 C3 D 11b 12b 13b 11a 12a 13a 14

10 19 20 29 30 9 10a a 7a 8a 9a 10b b 7b 8b 9b 10c c 7c 8c 9c 10d d 7d 8d 9d J P Q R S T Z G H I 10 7 18 19 20 7 28 29 30 8 9 J Q R S T G H I 10 17 18 19 20 6 27 28 29 30 7 8 9 6b 17b 18b 19b 20b 10a a 8a 9a 10b b 8b 9b 10c c 8c 9c 10d 1 G1 H I1 J2 2 G2 H2 I2 10a 9a 10b 9b 10c 9c 10d 9d d 8d 9d 3 G3 H3 I3 7a 18a 19a 20a 7b 18b 19b 20b J S T I 6a 17a 18a 19a 20a J3

8. Select a method for sending the passcode. 9. Enter the passcode. 10. Click the Submit button.

11. Click the Set Up Another Transfer button to send another transfer. 12. Click the Print/Save Confirmation(s) button to print and/or save the confirmation. J1

19a 20a G1 H1 I1

19b 20b 2 H2 I2

I1 J1 I2 J2 I3 J3 3 H3 I3

Accounts: Quick Pay

Bill Pay

11 12 13 1 21 22 23 2 1 2 3

K L M U V W A B C

A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 0c 2c 3c 4c 5c 6c 7c 8c 9c 0d 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z C D E F G H I 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 16 17 18 19 20 26 27 28 29 30 6 7 8 9 J P Q R S T Z F G H I A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 12b 13b 14b 15b 16b 17b 18b 19b 20b B1 C1 D1 E1 F1 G1 H1 I1 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 B2 C2 D2 E2 F2 G2 H2 I2 13b 14b 15b 16b 17b 18b 19b 20b J3 B3 C3 D3 E3 F3 G3 H3 I3 C1 D1 E1 F1 G1 H1 I1 14a 15a 16a 17a 18a 19a 20a 10a 5a 6a 7a 8a 9a 0b 5b 6b 7b 8b 9b 0c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d 10a 6a 7a 8a 9a 10b 6b 7b 8b 9b 10c 6c 7c 8c 9c 10d 6d 7d 8d 9d C2 D2 E2 F2 G2 H2 I2 14b 15b 16b 17b 18b 19b 20b C3 D3 E3 F3 G3 H3 I3 D1 E1 F1 G1 H1 I1 D2 E2 F2 G2 H2 I2 15a 16a 17a 18a 19 20a

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1a 2a 3a 1b 2b 3b 1c 2c 3c 11a 12a 13a 11b 12b 13b 1d 2d 3d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 A2 B2 C2 A3 B3 C3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

Click the View Accounts tab. 1. Click the bill you would like to pay. 2. Select an account. 3. Enter the amount to transfer. J2 J3 J1 J2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

A2 B2 C2 D2 E2 F2 G2 H2 I2

4. Use the calendar feature to select a date. 5. Use the drop-down to select a frequency. 6. For recurring transfers, select an end date or number of payments. 7. Enter a check memo. 8. Click the Continue button. 9. Review the transfer information and click the Submit button. J1 J2 J3 J1 J2 J3 J1

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Accounts: Quick Pay

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