Spencer Savings Bank Digital Banking Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Asset Summary Overview
14
Account Details Overview
15
Quick Transfer
17
Account Grouping
18
Editing a Group Name
19
Deleting a Group
19
Security
20
Protecting Your Information
20
General Guidelines
20
Login ID and Password
20
Fraud Prevention
20
Security Preferences
21
Change Password
21
Change Login ID
22
Secure Delivery
23
Mobile Security Preferences
24
Enabling Touch ID or Fingerprint Login
24
Enabling Passcode Authentication
26
Disabling Passcode Authentication, Touch ID or Fingerprint Login
27
Enabling Face ID
28
Apple Watch
29
Apple Watch Setup
29
Viewing Balances and Transactions
29
Alerts Overview
30
Date Alerts
31
Account Alerts
32
History Alerts
33
Online Transaction Alerts
34
Security Alerts Overview
35
Edit Delivery Preferences
35
Secure Message Overview
36
Sending a Secure Message
37
Transaction Types
38
Moving Money Overview
38
Transactions
39
Transfer Funds
39
Customer to Customer Transfer
41
Linking Someone’s Spencer Savings Bank Account
41
Single Transfers Between Spencer Savings Bank Accounts
42
Adding A Personal External Account
43
Verifying A Personal External Account
44
Online Activity Overview
45
Using Filters
46
Creating or Deleting Custom Views Using Favorites
46
Canceling Transactions
47
Bill Pay
48
Payments Overview
48
Hiding or Unhiding Payees from Payment Screen
49
Creating a Payee Overview
50
Creating a Payee: Company
51
Creating a Payee: Person
53
Part 1 of 3: Choosing Payee and Payment Method
53
Part 2 of 3: Adding Payee Information
54
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
55
Creating a Payee: Bank or Credit Union
56
Part 1 of 2: Entering Bank or Credit Union Information
56
Part 2 of 2: One-Time Activation Code
58
Editing a Payee
59
Deleting a Payee
60
Scheduling Payments
61
Rush Delivery
62
Recurring Payments
64
Editing Payments
65
Skipping Payments
66
Canceling Payments
67
Setting Up eBills
68
Adding an Account
69
Editing an Account
70
Deleting an Account
71
Editing Personal Information
72
Editing Alerts
73
Categories
74
Editing a Category
75
Deleting a Category
76
Services
77
Stop Payment Request
77
Single Check
77
Reordering Checks
80
Settings
82
Account Preferences
82
Text Enrollment
83
Accessibility
85
Locations
86
Branches and ATMs
86
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