Scott Credit Union Digital Banking User Guide

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Table of Contents Getting Started

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 Dashboard Overview..................................................................................................14 Accounts 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 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