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
Opening a New Account	27
Editing Favorite Accounts	30
My Credit Manager	31
Registration	31
Overview	33
Organize Dashboard	34
Reorder Accounts	34
Rename Accounts	35
Hide/Unhide Accounts	36
Hide/Unhide Dashboard Tiles	37
App Appearance	38
Favorite Payees	39
Selecting Favorite Payees	39
TotalView	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
TotalView Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Security Alerts	73
TotalView Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Move Money	78
Move Money Overview	78
Adding a Payee	79
Person to Person Payee	79
Favoriting a Payee	81
Editing a Payee	82
Deleting a Payee	83
New Transaction	84
Transferring Money Between Your Accounts	84
Making a Loan Payment	86
Transferring Money to Another Person (P2P)	89
Editing Transfers/Payments	91
Skip Transfers/Payments	92
Deleting Transfers/Payments	93
Deposit Checks	94
Mobile Deposit	94
Manage Cards	95
Turn Card On or Off	95
Card Name	96
Card Alert	97
Change PIN	98
Report Lost or Stolen Card	99
Travel Notification	100
Enable Automatic On/Off	102
Google Pay/Apple Pay	104
Reports	105
Creating a New Report	105
Account Activity Report	105
Running an Existing Report	106
Editing a Report	107
Deleting a Report	108
Services	109
Locations	109
Secure Message Overview	110
Sending a Secure Message	111
Submit a Form	112
Documents	113
Document Enrollment	113
Viewing Documents	114
Stop Payment	115
Single Check	115
Multiple Checks	117
ACH	119
Settings	121
Contact Settings	121
Adding a New Phone	121
Editing a Phone	122
Deleting a Phone	123
Editing an Email Address	124
Bill Pay	125
Bill Pay Overview	125
Creating a Payee	125
Editing a Payee	127
Deleting a Payee	128
Schedule Payments	129
Desktop	129
Mobile	130
Recurring Payments	131
Desktop	131
Mobile	132
Rush Delivery	133
Setting Up VisiBill	134
eBill Options	135
Editing a Payment	136
Deleting a Payment	137
Payment History	138
Picture Pay	139
Updating Preferences	141

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