Studio Bank A Guide to Personal Online Banking

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................38 Tagging Transactions........................................................................................................... 39 Splitting a Transaction......................................................................................................... 41 Money Manager Dashboard......................................................................................43 Spending by Category ................................................................................................44