The Callaway Bank Digital Banking Guide

Getting Started3
Digital Banking System Requirements9
Browser (Desktop & Mobile)9
Mobile Device (App)9
Mobile Remote Deposit Capture9
New User Enrollment10
Logging In11
Out-of-Band Authentication13
Logging Off14
DUO Mobile15
Resetting a Forgotten Password17
Retrieve a Forgotten Username18
Accounts19
Dashboard Overview19
Account Details Overview21
Transaction Details23
Adding a New Account25
Adding an Account to Money Insights26
Adding an External Account27
Verifying an External Account29
Removing an External Account30
Organize Dashboard31
Reorder Accounts31
Rename Accounts32
Hide/Unhide Accounts33
Hide/Unhide Dashboard Tiles34
App Appearance35
Quick Pay36
Selecting Favorite Payees36
Person to Person37
Bill Pay39
External Account41
Monthly Activity43
Money Insights44
Initial Setup44
Tagging Transactions45
Splitting a Transaction47
Money Insights Dashboard49
Spending by Category50
Budget52
Adding Budgets53
Managing Budgets54
Add a Budget Alert56
Cashflow Overview57
Add a Bill or Income58
Net Worth59
Add an Unlinked Asset or Debt60
Goals61
Adding Goals62
Save for Goals62
Pay Off Goals63
Add a Goal Alert64
Managing Goals65
Security66
Protecting Your Information66
General Guidelines66
Login ID and Password66
Fraud Prevention66
Login Settings67
Change Username67
Change Password68
Change Security Questions69
Recent Logins70
Mobile Security Preferences71
Enabling Biometric Sign-In71
Enabling PIN Login72
Auto-Login73
Alerts74
Alerts Overview74
Custom Alerts75
Bill Pay Alerts76
Security Alerts77
Money Insights Alerts78
Turning Alerts On and Off79
Editing or Deleting Alerts80
Previous Alerts81
Move Money82
Move Money Overview82
Bill Pay Enrollment83
Adding a Payee85
Person to Person Payee85
Bill Pay Payee - Company87
Bill Pay Payee - Individual89
Favoriting a Payee92
Editing a Payee93
Deleting a Payee94
New Transaction95
Transferring Money Between Your Accounts95
Making a Loan Payment97
Transferring Money to Another Person (P2P)99
Making a Bill Pay Payment101
Editing Transfers/Payments103
Skip Transfers/Payments104
Deleting Transfers/Payments105
Deposit Checks106
Remote Deposit106
Manage Cards107
Turn Card On or Off107
Card Name108
Card Alert109
Temporary Spending Limit Increase110
Change PIN111
Report Lost or Stolen Card112
Travel Notification113
Enable Automatic On/Off115
Reports117
Creating a New Report117
Account Activity Report117
Running an Existing Report118
Editing a Report119
Deleting a Report120
Services121
Locations121
Secure Message Overview122
Sending a Secure Message123
Submit a Form124
Documents125
Document Enrollment125
Viewing Documents126
Chat127
Stop Payment128
Single Check128
Multiple Checks130
ACH132
Settings134
Contact Settings134
Adding a New Phone134
Editing a Phone135
Deleting a Phone136
Editing an Email Address137
Autobooks138
Overview138
Send an Invoice139
Send a Recurring Invoice141
Edit Invoice Draft143
Mark Invoice as Paid144
Copy Invoice146
Email Invoice148
Cancel Invoice149
Edit Recurring Schedule150
Pause Recurring Schedule152
Resume Recurring Schedule153
Cancel Recurring Schedule154
Export Invoices155
New Estimate156
Edit an Estimate158
Email an Estimate160
Create an Invoice from an Estimate161
Cancel an Estimate163
Export Estimates164
Add a Customer165
Import Customers166
Export Customers167
Edit a Customer168
Archive a Customer170
Invoice Balance Details172
New Product/Service173
Edit Product/Service174
Delete Product/Service176
Invoice Settings177
Edit Invoice Reminders and Fees178
Payment Form Settings180
Share Your Payment Form Link181
Email Your Payment Form Link182
Payments183
Refund a Payment184
Cancel a Payment185
Reports186

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