Spencer Savings Bank Digital Banking Guide

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Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page 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 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

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