The Callaway Bank Digital Banking Guide
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Table of contents
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Getting Started
8
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
Retrieve a Forgotten Username
12
Accounts
13
Dashboard Overview
13
Account Details Overview
14
Transaction Details
16
Adding a New Account
18
Adding an Account to Money Insights
19
Adding an External Account
20
Removing an External Account
22
Organize Dashboard
23
Reorder Accounts
23
Rename Accounts
24
Hide/Unhide Accounts
25
App Appearance
26
Quick Pay
27
Selecting Favorite Payees
27
Person to Person
28
Bill Pay
30
External Account
32
Monthly Activity
34
Money Insights
35
Initial Setup
35
Tagging Transactions
36
Splitting a Transaction
38
Money Insights Dashboard
40
Spending by Category
41
Budget
43
Adding Budgets
44
Managing Budgets
45
Add a Budget Alert
47
Cashflow Overview
48
Add a Bill or Income
49
Net Worth
50
Add an Unlinked Asset or Debt
51
Goals
52
Adding Goals
53
Save for Goals
53
Pay Off Goals
54
Add a Goal Alert
55
Managing Goals
56
Security
57
Protecting Your Information
57
General Guidelines
57
Login ID and Password
57
Fraud Prevention
57
Login Settings
58
Change Username
58
Change Password
59
Change Security Questions
60
Recent Logins
61
Mobile Security Preferences
62
Enabling Biometric Sign-In
62
Enabling PIN Login
63
Auto-Login
64
Alerts
65
Alerts Overview
65
Custom Alerts
66
Bill Pay Alerts
67
Security Alerts
68
Money Insights Alerts
69
Turning Alerts On and Off
70
Editing or Deleting Alerts
71
Previous Alerts
72
Move Money
73
Move Money Overview
73
Bill Pay Enrollment
74
Adding a Payee
76
Bill Pay Payee - Company
78
Bill Pay Payee - Individual
80
Favoriting a Payee
83
Editing a Payee
84
Deleting a Payee
85
New Transaction
86
Transferring Money Between Your Accounts
86
Making a Loan Payment
88
Transferring Money to Another Person (P2P)
90
Making a Bill Pay Payment
92
Editing Transfers/Payments
94
Skip Transfers/Payments
95
Deleting Transfers/Payments
96
Deposit Checks
97
Remote Deposit
97
Manage Cards
98
Turn Card On or Off
98
Card Name
99
Card Alert
100
Temporary Spending Limit Increase
101
Change PIN
102
Report Lost or Stolen Card
103
Travel Notification
104
Enable Automatic On/Off
106
Reports
108
Creating a New Report
108
Account Activity Report
108
Running an Existing Report
109
Editing a Report
110
Deleting a Report
111
Services
112
Locations
112
Secure Message Overview
113
Sending a Secure Message
114
Submit a Form
115
Documents
116
Document Enrollment
116
Viewing Documents
117
Stop Payment
118
Single Check
118
Multiple Checks
120
ACH
122
Settings
124
Contact Settings
124
Adding a New Phone
124
Editing a Phone
125
Deleting a Phone
126
Editing an Email Address
127
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