One Community Bank Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Retrieving a Forgotten Login ID	12
Account Dashboard	13
Account Dashboard Overview	13
Asset Summary Overview	15
Mobile Thumb Bar	16
Manual Accounts	17
Adding a Manual Account	17
Editing a Manual Account	19
Deleting a Manual Account	20
Account Details Overview	21
Quick Transfer	23
Account Nickname	24
Details & Settings	25
Account Grouping	26
Editing a Group Name	27
Deleting a Group	27
Security	28
Protecting Your Information	28
General Guidelines	28
Login ID and Password	28
Fraud Prevention	28
Security Preferences	29
Change Password	29
Change Username	30
Secure Delivery	31
Mobile Security Preferences	32
Enabling Biometric Login	32
Enabling Passcode Authentication	34
Enabling Face ID	35
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	36
Apple Watch®	37
Apple Watch® Setup	37
Viewing Balances and Transactions	37
Alerts Overview	38
Online Transaction Alerts	39
Security Alerts Overview	40
Editing Delivery Preferences	40
Real-Time Alerts	41
Setting Up Real-Time Alerts	41
Enable/Disable Real-Time Alerts	42
Edit Real-Time Alerts	43
Real-Time Alerts Notification Settings	44
Enabling and Disabling Push Notifications	45
Secure Message Overview	46
Sending a Secure Message	47
Transfers & Payments	48
Transfer Money	48
Loan Payments	50
Deposit a Check	52
Account to Account Transfer	53
Add a Personal External Transfer Account	54
Instant Verification	54
Micro-Deposits	55
Verify an External Transfer Account with Micro-Deposits	56
Manage External Transfer Accounts	58
Nickname External Transfer Accounts	58
Remove External Transfer Accounts	59
Activity Center Overview	60
Using Filters	61
Creating or Deleting Custom Views Using Favorites	62
Editing Transactions	63
Canceling Transactions	64
Credit Score & Report	65
Credit Score and Report	65
Statements & Services	66
Stop Payment Request	66
Single Check	66
Multiple Checks	68
Check Reorder	69
Card Swap	70
Getting Started	70
Overview	72
ATMs and Branches	73
Direct Deposits	74
Direct Deposits	74
Recurring Payments	76
Manual Switch	76
Settings	78
Manage Accounts	78
Accessibility	79
Quick Balance	80
To Enable Quick Balance	80
To Use Quick Balance	81
Card Management	82
Card Management Overview	82
To Add a New Card	83
To Activate a Card	84
Card Lock/Unlock	85
Hide/Show Cards	86
Set Primary Device	87
Transaction Enrichment	88
Add a Card to a Digital Wallet	89
Add a Card from CardControl	89
Card Details	91
View Digital Card	91
Spend Insights	92
Card on File	93
Card Controls & Alerts	94
Locations	94
Merchant Types	96
Transation Types	97
Spend Limits	98
Alerts	99
Location Alerts	100
Merchant Alerts	101
Transaction Type Alerts	102
Spend Limit Alerts	103
Card Management Recent Transactions	104
Manage Travel Plans	105
Creating a Travel Plan	105
Editing a Travel Plan	107
Deleting a Travel Plan	108
Report Card Lost/Stolen	109
Dispute Transaction	110
Financial Tools	111
Financial Tools Initial Setup	111
Enrolling in Financial Tools	111
Linking an Account	112
Unlinking an Account	113
Categorizing Transactions	114
Splitting a Transaction	115
Online Banking Home Page	116
Spending Overview	117
Spending: Transaction Details	118
Spending: Recategorizing a Transaction	119
Spending: Tagging a Transaction	121
Spending: Splitting a Transaction	122
Budgets Overview	123
Auto-generated Budgets	124
Budgets From Scratch	124
Editing or Deleting a Budget	125
Editing or Deleting a Sub-Budget	127
Trends Overview	128
Cash Flow Overview	129
Adding an Expense	130
Adding Income	131
Editing, Deleting or Skipping a Cash Event	132
Net Worth Overview	133
Debts Overview	134
Edit APR Interest and Minimum Payment	135
Extra Payments	136
Bill Pay	137
Enrollment	137
Overview	138
Creating a Biller	139
Known Company	139
Unknown Company	140
Person	141
Editing a Biller	142
Deleting a Biller	143
Enabling eBills	144
Paying eBills	145
Canceling eBills Service for a Biller	146
Scheduling Payments	147
Single Payments	147
Repeating Payments	148
Multiple Payments	150
Automatic Payments	152
Automatic Payments for eBills	154
Edit an Automatic Payments	155
Delete an Automatic Payments	157
Rush Delivery	159
Activity	161
Editing Pending Payments	162
Canceling Pending Payments	164
Creating a Reminder	166
Editing Reminders	168
Deleting Reminders	170
Zelle	172
Send Money with Zelle® Setup	172
Initial Setup	172
Adding a Recipient	174
Send Money with Zelle®	175
Send Money with Zelle® Limits	177
Request Money with Zelle®	178
Split Payment with Zelle®	179
Activity	180
Zelle® Settings	181

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