Quad City Bank & Trust Business Online & Mobile Banking Basics User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
Logging In
7
Logging Off
7
Resetting A Forgotten Password
8
Home Page
10
Home Page Overview
10
Account Details Overview
12
Quick Transfer
14
Account Nickname
15
Account Grouping
16
Editing a Group Name
17
Deleting a Group
17
Security
18
Protecting Your Information
18
General Guidelines
18
Login ID and Password
18
Fraud Prevention
18
Security Preferences
19
Change Password
19
Change Login ID
20
Secure Delivery
21
Mobile Security Preferences
22
Enabling Touch ID or Fingerprint Login
22
Enabling Passcode Authentication
24
Disabling Passcode Authentication, Touch ID or Fingerprint Login
25
Enabling Face ID
26
Apple Watch
27
Apple Watch Setup
27
Viewing Balances and Transactions
27
Alerts Overview
28
Account Alerts
29
History Alerts
30
Non-Online Transaction Alerts
31
Online Transaction Alerts
32
Reminder
33
Security Alerts Overview
34
Edit Delivery Preferences
34
Secure Message Overview
35
Sending a Secure Message
36
Transactions
37
Funds Transfer
37
Stop Payment Request
39
Single Check
39
Multiple Checks
40
Payments
41
Loan Payments
41
Recipient Overview
43
Part 1 of 2: Adding a Recipient
44
Part 2 of 2: Recipient Account Detail
45
Editing a Recipient
46
Editing a Recipient’s Templates
48
Deleting a Recipient
49
Activity Center
50
Activity Center Overview
50
Using Filters
51
Creating or Deleting Custom Views Using Favorites
51
Editing Transactions
52
Canceling Transactions
53
Business Bill Pay
54
Home Page Overview
54
Add a Payee
56
Company
56
Individual
59
Bank or Credit Union
62
Edit a Payee
64
Delete a Payee
65
Import Payees
66
Add and Manage Categories
67
Single Payment
68
Edit a Single Payment
70
Create a Recurring Payment
71
Edit or Cancel a Pending Payment
73
Payment Approval
75
Company Profile
76
Edit or Delete Bill Pay Accounts
77
Modify User Permissions
78
Personal Profile
80
e-Notifications
81
Events
81
Logout
82
Recurring
83
Reminders
84
Reports
85
Additional Features
86
Reordering Checks
86
Account Preferences
87
Home Page Preferences
88
Users Overview
91
User Management Overview
92
Adding a New User
93
Part 1 of 5: Establishing Transaction Type Rights
94
Part 2 of 5: Disabling a Transaction Type
95
Part 3 of 5: Editing Approval Limits for a Transaction Type
96
Part 4 of 5: Establishing Rights to Access Features
97
Part 5 of 5: Establishing Rights to Access Features
98
Editing an Existing User’s Rights
99
Deleting a User
100
Accessibility
101
Locations
102
Branches and ATMs
102
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