Northview Bank Digital Banking Personal User Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	7
Logging In	8
Multi-Factor Authentication	10
Logging Off	11
Duo Mobile	12
Resetting a Forgotten Password	14
Accounts	15
Dashboard Overview	15
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an Account to Financial View	21
Adding an External Account	22
Transaction Challenge	23
Verifying an External Account	24
Removing an External Account	25
Organize Dashboard	26
Reorder Accounts	26
Rename Accounts	27
Hide/Unhide Accounts	28
Hide/Unhide Dashboard Tiles	29
App Appearance	30
Quick Pay	31
Selecting Favorite Payees	31
Bill Pay	32
External Account	34
Monthly Activity	36
Financial View	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Financial View Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling FaceID	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Bill Pay Alerts	70
Security Alerts	71
Financial View Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Move Money	76
Move Money Overview	76
Bill Pay Enrollment	77
Adding a Payee	79
Bill Pay Payee - Company	79
Bill Pay Payee - Individual	81
Favoriting a Payee	84
Editing a Payee	85
Deleting a Payee	86
New Transaction	87
Transferring Money Between Your Accounts	87
Making a Loan Payment	89
Making a Bill Pay Payment	92
Editing Transfers/Payments	94
Skip Transfers/Payments	95
Deleting Transfers/Payments	96
Deposit Checks	97
Remote Deposit	97
Reports	98
Creating a New Report	98
Account Activity Report	98
Running an Existing Report	99
Editing a Report	100
Deleting a Report	101
Services	102
Locations	102
Secure Message Overview	103
Sending a Secure Message	104
Submit a Form	105
Documents	106
Document Enrollment	106
Viewing Documents	107
Settings	108
Contact Settings	108
Adding a New Phone	108
Editing a Phone	109
Deleting a Phone	110
Editing an Email Address	111

Made with FlippingBook - Online Brochure Maker