Salem Co-operative Bank Your Guide to Our Personal Digital Banking Suite

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Accounts	15
Dashboard Overview	15
Account Details Overview	17
Transaction Details	19
Adding an Account to TotalView	21
Adding an External Account	23
Verifying an External Account	25
Removing an External Account	26
Editing Favorite Accounts	27
My Credit Manager	28
Registration	28
Overview	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
TotalView	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
TotalView Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling FaceID	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Security Alerts	70
TotalView Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Adding a Payee	76
Person to Person Payee	76
Favoriting a Payee	78
Editing a Payee	79
Deleting a Payee	80
New Transaction	81
Transferring Money Between Your Accounts	81
Making a Loan Payment	83
Transferring Money to Another Person (P2P)	86
Editing Transfers/Payments	88
Skip Transfers/Payments	89
Deleting Transfers/Payments	90
Deposit Checks	91
Mobile Deposit	91
Manage Cards	92
Turn Card On or Off	92
Card Name	93
Card Alert	94
Change PIN	95
Report Lost or Stolen Card	96
Travel Notification	97
Enable Automatic On/Off	99
Google Pay/Apple Pay	101
Reports	102
Creating a New Report	102
Account Activity Report	102
Running an Existing Report	103
Editing a Report	104
Deleting a Report	105
Services	106
Locations	106
Secure Message Overview	107
Sending a Secure Message	108
Submit a Form	109
Documents	110
Document Enrollment	110
Viewing Documents	111
Stop Payment	112
Single Check	112
Multiple Checks	114
ACH	116
Settings	118
Contact Settings	118
Adding a New Phone	118
Editing a Phone	119
Deleting a Phone	120
Editing an Email Address	121
Bill Pay	122
Bill Pay Overview	122
Creating a Payee	122
Editing a Payee	124
Deleting a Payee	125
Schedule Payments	126
Desktop	126
Mobile	127
Recurring Payments	128
Desktop	128
Mobile	129
Rush Delivery	130
Setting Up VisiBill	131
eBill Options	132
Editing a Payment	133
Deleting a Payment	134
Payment History	135
Picture Pay	136
Updating Preferences	138

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