Signature Bank Arkansas Personal Banking User Guide

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Table of Contents Getting Started

Digital Banking System Requirements .......................................................................9 Browser (Desktop & Mobile)................................................................................................. 9 Mobile Device (App)............................................................................................................... 9 Mobile Remote Deposit Capture ......................................................................................... 9 New User Enrollment .................................................................................................10 Logging In.....................................................................................................................11 Multi-Factor Authentication.......................................................................................13 Logging Off ........................................................................................................................... 14 Duo Mobile ........................................................................................................................... 15 Resetting a Forgotten Password ...............................................................................17 Accounts Dashboard Overview..................................................................................................18 Account Details Overview ..........................................................................................20 Transaction Details .....................................................................................................22 Adding a New Account ...............................................................................................24 Editing Favorite Accounts...........................................................................................25 Organize Dashboard ..................................................................................................26 Language Preference .......................................................................................................... 26 Reorder Accounts ................................................................................................................ 27 Rename Accounts ................................................................................................................ 28 Hide/Unhide Accounts ........................................................................................................ 29 Hide/Unhide Dashboard Tiles ............................................................................................ 30 App Appearance................................................................................................................... 31 Favorite Payees ...........................................................................................................32 Selecting Favorite Payees.................................................................................................... 32 FinancialVue Initial Setup..................................................................................................................33 Adding an Account to FinancialVue ................................................................................... 34 Tagging Transactions........................................................................................................... 35 Splitting a Transaction......................................................................................................... 37 FinancialVue Dashboard ............................................................................................39 Spending by Category ................................................................................................40 Budget ..........................................................................................................................42 Adding Budgets.................................................................................................................... 43 Managing Budgets............................................................................................................... 44 Add a Budget Alert............................................................................................................... 46