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 Logging Off............................................................................................................................ 10 Resetting a Forgotten Password................................................................................11 Password Security Check............................................................................................12 Accounts Dashboard Overview..................................................................................................13 Account Details Overview...........................................................................................14 Transaction Details......................................................................................................16 Adding a New Account................................................................................................18 Adding an Account to Money Manager............................................................................. 19 Adding an External Account................................................................................................ 20 Removing an External Account........................................................................................... 22 Opening a New Account...................................................................................................... 23 Organize Dashboard...................................................................................................24 Reorder Accounts................................................................................................................. 24 Rename Accounts................................................................................................................. 25 Hide/Unhide Accounts......................................................................................................... 26 Hide/Unhide Dashboard Tiles............................................................................................. 27 App Appearance................................................................................................................... 28 Quick Pay......................................................................................................................29 Selecting Favorite Payees.................................................................................................... 29 Person to Person.................................................................................................................. 30 Bill Pay................................................................................................................................... 32 External Account.................................................................................................................. 34 Monthly Activity...........................................................................................................36 Money Manager Initial Setup..................................................................................................................37 Tagging Transactions........................................................................................................... 38 Splitting a Transaction......................................................................................................... 40 Money Manager Dashboard......................................................................................42 Spending by Category.................................................................................................43