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

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.......................................................................................................................9 Multi-Factor Authentication.......................................................................................11 Logging Off ........................................................................................................................... 12 Duo Mobile ........................................................................................................................... 13 Accounts 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 Initial Setup..................................................................................................................42 Tagging Transactions........................................................................................................... 43 Splitting a Transaction......................................................................................................... 45 TotalView Dashboard .................................................................................................47 Spending by Category ................................................................................................48