The Callaway Bank Digital Banking Guide

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Getting Started	3
Digital Banking System Requirements	9
Browser (Desktop & Mobile)	9
Mobile Device (App)	9
Mobile Remote Deposit Capture	9
New User Enrollment	10
Logging In	11
Out-of-Band Authentication	13
Logging Off	14
DUO Mobile	15
Resetting a Forgotten Password	17
Retrieve a Forgotten Username	18
Accounts	19
Dashboard Overview	19
Account Details Overview	21
Transaction Details	23
Adding a New Account	25
Adding an Account to Money Insights	26
Adding an External Account	27
Verifying an External Account	29
Removing an External Account	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Quick Pay	36
Selecting Favorite Payees	36
Person to Person	37
Bill Pay	39
External Account	41
Monthly Activity	43
Money Insights	44
Initial Setup	44
Tagging Transactions	45
Splitting a Transaction	47
Money Insights Dashboard	49
Spending by Category	50
Budget	52
Adding Budgets	53
Managing Budgets	54
Add a Budget Alert	56
Cashflow Overview	57
Add a Bill or Income	58
Net Worth	59
Add an Unlinked Asset or Debt	60
Goals	61
Adding Goals	62
Save for Goals	62
Pay Off Goals	63
Add a Goal Alert	64
Managing Goals	65
Security	66
Protecting Your Information	66
General Guidelines	66
Login ID and Password	66
Fraud Prevention	66
Login Settings	67
Change Username	67
Change Password	68
Change Security Questions	69
Recent Logins	70
Mobile Security Preferences	71
Enabling Biometric Sign-In	71
Enabling PIN Login	72
Auto-Login	73
Alerts	74
Alerts Overview	74
Custom Alerts	75
Bill Pay Alerts	76
Security Alerts	77
Money Insights Alerts	78
Turning Alerts On and Off	79
Editing or Deleting Alerts	80
Previous Alerts	81
Move Money	82
Move Money Overview	82
Bill Pay Enrollment	83
Adding a Payee	85
Person to Person Payee	85
Bill Pay Payee - Company	87
Bill Pay Payee - Individual	89
Favoriting a Payee	92
Editing a Payee	93
Deleting a Payee	94
New Transaction	95
Transferring Money Between Your Accounts	95
Making a Loan Payment	97
Transferring Money to Another Person (P2P)	99
Making a Bill Pay Payment	101
Editing Transfers/Payments	103
Skip Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Reports	117
Creating a New Report	117
Account Activity 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
Chat	127
Stop Payment	128
Single Check	128
Multiple Checks	130
ACH	132
Settings	134
Contact Settings	134
Adding a New Phone	134
Editing a Phone	135
Deleting a Phone	136
Editing an Email Address	137
Autobooks	138
Overview	138
Send an Invoice	139
Send a Recurring Invoice	141
Edit Invoice Draft	143
Mark Invoice as Paid	144
Copy Invoice	146
Email Invoice	148
Cancel Invoice	149
Edit Recurring Schedule	150
Pause Recurring Schedule	152
Resume Recurring Schedule	153
Cancel Recurring Schedule	154
Export Invoices	155
New Estimate	156
Edit an Estimate	158
Email an Estimate	160
Create an Invoice from an Estimate	161
Cancel an Estimate	163
Export Estimates	164
Add a Customer	165
Import Customers	166
Export Customers	167
Edit a Customer	168
Archive a Customer	170
Invoice Balance Details	172
New Product/Service	173
Edit Product/Service	174
Delete Product/Service	176
Invoice Settings	177
Edit Invoice Reminders and Fees	178
Payment Form Settings	180
Share Your Payment Form Link	181
Email Your Payment Form Link	182
Payments	183
Refund a Payment	184
Cancel a Payment	185
Reports	186

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