One Community Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Retrieving a Forgotten Login ID	13
Account Dashboard	14
Account Dashboard Overview	14
Account Summary Overview	16
Mobile Thumb Bar	17
Account Details Overview	18
Quick Transfer	20
Account Nickname	21
Details & Settings	22
Account Grouping	23
Editing a Group Name	24
Deleting a Group	24
Security	25
Protecting Your Information	25
General Guidelines	25
Login ID and Password	25
Fraud Prevention	25
Security Preferences	26
Change Password	26
Change Username	27
Secure Delivery	28
Mobile Security Preferences	29
Enabling Touch ID or Fingerprint Login	29
Enabling Passcode Authentication	31
Enabling Face ID	32
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	33
Apple Watch®	34
Apple Watch® Setup	34
Viewing Balances and Transactions	34
Alerts Overview	35
Online Transaction Alerts	36
Security Alerts Overview	37
Editing Delivery Preferences	37
Real-Time Alerts	38
Setting Up Real-Time Alerts	38
Enable/Disable Real-Time Alerts	39
Edit Real-Time Alerts	40
Real-Time Alerts Notification Settings	41
Enabling and Disabling Push Notifications	42
Secure Message Overview	43
Sending a Secure Message	44
Transfers & Payments	45
Transfer Money	45
Loan Payments	47
Deposit a Check	49
Account to Account Transfer	50
Add a Personal External Transfer Account	51
Instant Verification	51
Micro-Deposits	52
Verify an External Transfer Account with Micro-Deposits	53
Manage External Transfer Accounts	55
Nickname External Transfer Accounts	55
Remove External Transfer Accounts	56
Online Activity Overview	57
Using Filters	58
Creating or Deleting Custom Views Using Favorites	59
Editing Transactions	60
Canceling Transactions	61
Credit Score & Report	62
Credit Score and Report	62
Statements & Services	63
Stop Payment Request	63
Single Check	63
Multiple Checks	64
Check Reorder	65
Card Swap	66
Getting Started	66
Overview	68
ATMs and Branches	69
Easy Switch	70
Direct Deposits	70
Manual Switch	70
Switch Assist	72
Recurring Payments	75
Manual Switch	75
Switch Assist	76
Existing Switches	78
Settings	79
Manage Accounts	79
Accessibility	80
Quick Balance	81
To Enable Quick Balance	81
To Use Quick Balance	82
Card Management	83
Card Management Overview	83
Activate a Card	84
Enable/Disable a Card	85
Alerts	86
Lost /Stolen/Fraud	88
Card Controls	89
Order a Replacement Card	91
Update PIN	92
Travel Notifications	93
Cancel Travel Notification	95
Dispute Transaction	96
Financial Tools	97
Initial Setup	97
Linking an Account	97
Unlinking an Account	98
Adding a Manual Account	99
Editing a Manual Account	100
Deleting a Manual Account	101
Categorizing Transactions	102
Splitting a Transaction	103
Online Banking Home Page	104
Spending Overview	105
Spending: Recategorizing a Transaction	106
Budgets Overview	108
Auto-generated Budgets	109
Budgets From Scratch	109
Editing or Deleting a Budget	110
Managing Budgets	111
Trends Overview	112
Cash Flow Overview	113
Adding a Suggested Cash Event	114
Creating Your Own Cash Event	115
Editing, Deleting or Skipping a Cash Event	117
Net Worth Overview	118
Debts Overview	119
Bill Pay	120
Overview	120
Creating a Payee	121
Known Company	121
Unknown Company	123
Person	125
Editing a Payee	127
Deleting a Payee	128
eBills	129
Schedule Payments	130
Automatic Payments	131
Editing Pending Payments	133
Cancel Pending Payments	134
Viewing Transaction Details	135
Single Transaction	135
Multiple Transactions	136
Creating a Reminder	138
Managing Reminders	140
Editing Reminders	141
Deleting Reminders	142
Editing Account Name	143
Deleting an Account	144
Send Money with Zelle® Setup	145
Initial Setup	145
Adding a Recipient	146
Send Money with Zelle®	147
Request Money with Zelle®	149
Split Payment with Zelle®	150
Zelle® Settings	151

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