Scott Credit Union Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	6
Downloading the Mobile Banking App	6
New User Enrollment	7
Contact Information	8
Add an Account	10
Mobile App	10
Adding an Internal Account (Member to Member Transfers)	11
Manually Adding an External Account (Transfer Option)	12
Adding an External Account (Transfer Option)	13
Dashboard	14
Dashboard Overview	14
Accounts	16
Account Details Overview	16
Categorizing Transactions	18
Download Transactions	19
Account Analytics Desktop - Balance History	21
Account Analytics - Spending	22
Editing an External Account’s Credentials	23
Editing an External Account	24
Removing an External Account	25
Security	26
Protecting Your Information	26
General Guidelines	26
Login ID and Password	26
Fraud Prevention	26
Security Preferences	27
Change Username	27
Change Password	28
Two-Factor Authentication	29
Remembered Devices	31
Mobile Security Preferences	32
Face ID/Fingerprint	33
Message Center	34
Inbox	34
Sent	36
Compose Message	37
View and Reply	38
Alerts	39
Transactions	41
Make a Transfer (Mobile App)	41
Make a Transfer (Desktop)	42
Scheduled Transfers	44
Loan Payments	45
Recurring Loan Payments	48
Deposit Check	50
Enrollment	50
Depositing a Check	51
Bill Pay	52
Creating a Payee	52
MultiPay	54
eStatements	55
Enrollment	55
Settings	56
Profile	56
Accounts	57
Nickname, Hide and Color Code an Account	57
Reorder Accounts	59
Services	60
Check Options	60
Reorder Checks	60
Overdraft Protection	61
Card Management	62
Blocking a Card	62
Unblocking a Card	63
Skip A Pay	64
Savings & Goals	65
Financial Wellness	65
Spending	65
Bulk Categorize Transactions	66
Savings Goals	67
Edit a Savings Goals	69
Remove a Savings Goals	70
Add Money to a Savings Goals	71

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