Studio Bank A Guide to Personal Online Banking

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Getting Started	3
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Multi-Factor Authentication	12
Logging Off	13
Duo Mobile	14
Resetting a Forgotten Password	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to Money Manager	25
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Opening a New Account	30
Editing Favorite Accounts	31
Organize Dashboard	32
Reorder Accounts	32
Rename Accounts	33
Hide/Unhide Accounts	34
Hide/Unhide Dashboard Tiles	35
App Appearance	36
Favorite Payees	37
Selecting Favorite Payees	37
Money Manager	38
Initial Setup	38
Tagging Transactions	39
Splitting a Transaction	41
Money Manager Dashboard	43
Spending by Category	44
Budget	46
Adding Budgets	47
Managing Budgets	48
Add a Budget Alert	50
Cashflow Overview	51
Add a Bill or Income	52
Configure Accounts	53
Bills and Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling PIN Login	68
Auto-Login	69
Alerts	70
Alerts Overview	70
Custom Alerts	71
Bill Pay Alerts	72
Security Alerts	73
Money Manager Alerts	74
Turning Alerts On and Off	75
Editing or Deleting Alerts	76
Previous Alerts	77
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	79
Adding a Payee	81
Person to Person Payee	81
Bill Pay Payee - Company	83
Bill Pay Payee - Individual	85
Favoriting a Payee	88
Editing a Payee	89
Deleting a Payee	90
New Transaction	91
Transferring Money Between Your Accounts	91
Making a Loan Payment	93
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Check Deposit History	104
Manage Cards	105
Turn Card On or Off	105
Card Name	106
Card Alert	107
Temporary Spending Limit Increase	108
Change PIN	109
Report Lost or Stolen Card	110
Travel Notification	111
Enable Automatic On/Off	113
Google Pay/Apple Pay	115
Reports	116
Creating a New Report	116
Account Activity Report	116
Sub-User Account Access Report	117
Running an Existing Report	118
Editing a Report	119
Deleting a Report	120
Services	121
Locations	121
Secure Message Overview	122
Sending a Secure Message	123
Submit a Form	124
Documents	125
Document Enrollment	125
Viewing Documents	126
Stop Payment	127
Single Check	127
Multiple Checks	129
ACH	131
Settings	134
Contact Settings	134
Adding a New Phone	134
Editing a Phone	135
Deleting a Phone	136
Editing an Email Address	137
Sub-Users	138
Sub-Users Overview	138
Sub-User Overview	139
Adding a New Sub-User	140
Editing a Sub-User	142
Part 1: Editing Sub-User Access	143
Part 2: Editing Sub-User Limits	144
Deleting a Sub-User	145

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