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
Home Page	14
Home Page Overview	14
Account Summary Overview	16
Mobile Thumb Bar	17
Manual Accounts	18
Adding a Manual Account	18
Editing a Manual Account	20
Deleting a Manual Account	21
Account Details Overview	22
Quick Transfer	24
Account Nickname	25
Details & Settings	26
Account Grouping	27
Editing a Group Name	28
Deleting a Group	28
Security	29
Protecting Your Information	29
General Guidelines	29
Login ID and Password	29
Fraud Prevention	29
Security Preferences	30
Change Password	30
Change Username	31
Secure Delivery	32
Mobile Security Preferences	33
Enabling Touch ID or Fingerprint Login	33
Enabling Passcode Authentication	35
Enabling Face ID	36
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	37
Apple® Watch	38
Apple® Watch Setup	38
Viewing Balances and Transactions	38
Alerts Overview	39
Fiserv Notifi	40
Online Transaction Alerts	41
Enabling and Disabling Push Notifications	42
Secure Message Overview	43
Sending a Secure Message	44
Transaction Types	45
Moving Money Overview	45
Transactions	47
Transfer Money	47
Loan Payments	49
Deposit a Check	51
Account to Account Transfer	52
Add a Personal External Transfer Account	53
Instant Verification	53
Micro-Deposits	54
Verify an External Transfer Account with Micro-Deposits	55
Manage External Transfer Accounts	57
Nickname External Transfer Accounts	57
Remove External Transfer Accounts	58
Online Activity Overview	59
Using Filters	60
Creating or Deleting Custom Views Using Favorites	61
Editing Transactions	62
Canceling Transactions	63
Bill Pay	64
Overview	64
Creating a Payee	65
Known Company	65
Unknown Company	67
Person	70
Editing a Payee	73
Deleting a Payee	74
eBills	75
Scheduling Payments	76
Automatic Payments	77
Editing Pending Payments	79
Canceling Pending Payments	80
Viewing Transaction Details	81
Single Transaction	81
Multiple Transactions	82
Creating a Reminder	84
Managing Reminders	86
Editing Reminders	87
Deleting Reminders	88
Editing Account Name	89
Financial Tools	90
Initial Setup	90
Linking an Account	90
Unlinking an Account	91
Categorizing Transactions	92
Splitting a Transaction	93
Online Banking Home Page	94
Spending Overview	95
Spending: Recategorizing a Transaction	96
Budgets Overview	98
Auto-generated Budgets	99
Budgets From Scratch	99
Editing or Deleting a Budget	100
Managing Budgets	101
Trends Overview	102
Cash Flow Overview	103
Adding a Suggested Cash Event	104
Creating Your Own Cash Event	105
Editing, Deleting or Skipping a Cash Event	107
Net Worth Overview	108
Debts Overview	109
Statements & Services	110
eStatement Enrollment	110
Stop Payment Request	113
Single Check	113
Multiple Checks	114
Check Reorder	115
CardSwap	116
Getting Started	116
Overview	118
Direct Deposits	119
Manual Switch	119
Switch Assist	121
Recurring Payments	124
Manual Switch	124
Switch Assist	125
Existing Switches	127
Credit Score and Report	128
Settings	129
Address Management	129
Quick Balance	131
To Enable Quick Balance	131
To Use Quick Balance	132
Account Preferences	133
Accessibility	134

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