The Callaway Bank Digital Banking Guide

Getting Started8
Digital Banking System Requirements8
Browser (Desktop & Mobile)8
Mobile Device (App)8
Mobile Remote Deposit Capture8
New User Enrollment9
Logging In10
Logging Off10
Resetting a Forgotten Password11
Retrieve a Forgotten Username12
Dashboard Overview13
Account Details Overview14
Transaction Details16
Adding a New Account18
Adding an Account to Money Insights19
Adding an External Account20
Removing an External Account22
Organize Dashboard23
Reorder Accounts23
Rename Accounts24
Hide/Unhide Accounts25
App Appearance26
Quick Pay27
Selecting Favorite Payees27
Person to Person28
Bill Pay30
External Account32
Monthly Activity34
Money Insights35
Initial Setup35
Tagging Transactions36
Splitting a Transaction38
Money Insights Dashboard40
Spending by Category41
Adding Budgets44
Managing Budgets45
Add a Budget Alert47
Cashflow Overview48
Add a Bill or Income49
Net Worth50
Add an Unlinked Asset or Debt51
Adding Goals53
Save for Goals53
Pay Off Goals54
Add a Goal Alert55
Managing Goals56
Protecting Your Information57
General Guidelines57
Login ID and Password57
Fraud Prevention57
Login Settings58
Change Username58
Change Password59
Change Security Questions60
Recent Logins61
Mobile Security Preferences62
Enabling Biometric Sign-In62
Enabling PIN Login63
Alerts Overview65
Custom Alerts66
Bill Pay Alerts67
Security Alerts68
Money Insights Alerts69
Turning Alerts On and Off70
Editing or Deleting Alerts71
Previous Alerts72
Move Money73
Move Money Overview73
Bill Pay Enrollment74
Adding a Payee76
Bill Pay Payee - Company78
Bill Pay Payee - Individual80
Favoriting a Payee83
Editing a Payee84
Deleting a Payee85
New Transaction86
Transferring Money Between Your Accounts86
Making a Loan Payment88
Transferring Money to Another Person (P2P)90
Making a Bill Pay Payment92
Editing Transfers/Payments94
Skip Transfers/Payments95
Deleting Transfers/Payments96
Deposit Checks97
Remote Deposit97
Manage Cards98
Turn Card On or Off98
Card Name99
Card Alert100
Temporary Spending Limit Increase101
Change PIN102
Report Lost or Stolen Card103
Travel Notification104
Enable Automatic On/Off106
Creating a New Report108
Account Activity Report108
Running an Existing Report109
Editing a Report110
Deleting a Report111
Secure Message Overview113
Sending a Secure Message114
Submit a Form115
Document Enrollment116
Viewing Documents117
Stop Payment118
Single Check118
Multiple Checks120
Contact Settings124
Adding a New Phone124
Editing a Phone125
Deleting a Phone126
Editing an Email Address127

Made with FlippingBook Annual report maker