Spencer Savings Bank Cash Management Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................9 Users........................................................................................................................................ 9 Recipients................................................................................................................................ 9 Business Online Banking Transaction Types ................................................................... 10 Logging Off............................................................................................................................ 11 Resetting a Forgotten Password................................................................................12 Home Page Home Page Overview..................................................................................................14 Asset Summary Overview................................................................................................... 16 Account Details Overview...........................................................................................17 Quick Transfer.............................................................................................................19 Account Nickname......................................................................................................20 Account Grouping.......................................................................................................21 Editing a Group Name......................................................................................................... 22 Deleting a Group.................................................................................................................. 22 Security Protecting Your Information......................................................................................23 General Guidelines............................................................................................................... 23 Login ID and Password........................................................................................................ 23 Fraud Prevention.................................................................................................................. 23 Security Preferences...................................................................................................24 Change Password................................................................................................................. 24 Change Login ID................................................................................................................... 25 Secure Delivery..................................................................................................................... 26 Mobile Security Preferences......................................................................................27 Enabling Touch ID or Fingerprint Login............................................................................. 27 Enabling Passcode Authentication..................................................................................... 29 Enabling Face ID................................................................................................................... 30 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 31 Apple® Watch..............................................................................................................32 Apple® Watch Setup............................................................................................................ 32 Viewing Balances and Transactions................................................................................... 32 Alerts Overview............................................................................................................33 Account Alerts....................................................................................................................... 34 History Alerts........................................................................................................................ 35 Online Transaction Alerts.................................................................................................... 36 Reminders............................................................................................................................. 37