Oak View National Bank Personal Online Banking User 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 Logging Off ........................................................................................................................... 11 Out-of-Band Authentication ......................................................................................12 DUO Mobile .......................................................................................................................... 14 Resetting a Forgotten Password ...............................................................................15 Retrieve a Forgotten Username................................................................................16 Accounts Dashboard Overview..................................................................................................17 Account Details Overview ..........................................................................................18 Transaction Details .....................................................................................................20 Adding a New Account ...............................................................................................22 Adding an Account to Financial View................................................................................. 23 Adding an External Account ............................................................................................... 24 Removing an External Account .......................................................................................... 26 Organize Dashboard ..................................................................................................27 Reorder Accounts ................................................................................................................ 27 Rename Accounts ................................................................................................................ 28 Hide/Unhide Accounts ........................................................................................................ 29 Hide/Unhide Dashboard Tiles ............................................................................................ 30 App Appearance................................................................................................................... 31 Quick Pay .....................................................................................................................32 Selecting Favorite Payees.................................................................................................... 32 Person to Person ................................................................................................................. 33 Bill Pay ................................................................................................................................... 35 External Account .................................................................................................................. 37 Monthly Activity...........................................................................................................39 Financial View Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 Financial View Dashboard..........................................................................................45 Spending by Category ................................................................................................46