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	21
Adding an Account to TotalView	21
Adding an External Account	23
Add Instantly	24
Bank Approval	25
Transaction Challenge	26
Verifying an External Account	27
Removing an External Account	28
Opening a New Account	29
Editing Favorite Accounts	32
My Credit Manager	33
Registration	33
Overview	35
Organize Dashboard	36
Reorder Accounts	36
Rename Accounts	37
Hide/Unhide Accounts	38
Hide/Unhide Dashboard Tiles	39
App Appearance	40
Favorite Payees	41
Selecting Favorite Payees	41
TotalView	42
Initial Setup	42
Tagging Transactions	43
Splitting a Transaction	45
TotalView Dashboard	47
Spending by Category	48
Budget	50
Adding Budgets	51
Managing Budgets	52
Add a Budget Alert	54
Cashflow Overview	55
Add a Bill or Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Security Alerts	75
TotalView Alerts	76
Turning Alerts On and Off	77
Editing or Deleting Alerts	78
Previous Alerts	79
Move Money	80
Move Money Overview	80
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Favoriting a Payee	86
Editing a Payee or External Account	87
Deleting a Payee or External Account	88
New Transaction	89
Transferring Money Between Your Accounts	89
Making a Loan Payment	91
Transferring Money to Another Person (P2P)	93
Editing Transfers/Payments	95
Deleting Transfers/Payments	96
Deposit Checks	97
Mobile Deposit	97
Manage Cards	98
Turn Card On or Off	98
Card Name	99
Card Alert	100
Change PIN	101
Report Lost or Stolen Card	102
Travel Notification	103
Enable Automatic On/Off	105
Google Pay/Apple Pay	107
Reports	108
Creating a New Report	108
Account Activity Report	108
Running an Existing Report	109
Editing a Report	110
Deleting a Report	111
Services	112
Locations	112
Secure Message Overview	113
Sending a Secure Message	114
Submit a Form	115
Documents	116
Document Enrollment	116
Viewing Documents	117
Stop Payment	118
Single Check	118
Multiple Checks	120
ACH	122
Settings	124
Contact Settings	124
Adding a New Phone	124
Editing a Phone	125
Deleting a Phone	126
Editing an Email Address	127
Bill Pay	128
Bill Pay Overview	128
Creating a Payee	128
Editing a Payee	130
Deleting a Payee	131
Schedule Payments	132
Desktop	132
Mobile	133
Recurring Payments	134
Desktop	134
Mobile	135
Rush Delivery	136
Setting Up VisiBill	137
eBill Options	138
Editing a Payment	139
Deleting a Payment	140
Payment History	141
Picture Pay	142
Updating Preferences	144

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