The Callaway Bank Digital Banking Guide

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Table of Contents Getting Started

Digital Banking System Requirements .......................................................................9 Desktop Computers............................................................................................................... 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 Accounts Dashboard Overview..................................................................................................18 Account Details Overview ..........................................................................................20 Transaction Details .....................................................................................................22 Adding a New Account ...............................................................................................24 Adding an Account to Money Insights............................................................................... 25 Adding an External Account ............................................................................................... 26 Verifying an External Account ............................................................................................ 28 Removing an External Account .......................................................................................... 29 Opening a New Account...................................................................................................... 30 Editing Favorite Accounts...........................................................................................32 Organize Dashboard ..................................................................................................33 Reorder Accounts ................................................................................................................ 33 Rename Accounts ................................................................................................................ 34 Hide/Unhide Accounts ........................................................................................................ 35 Hide/Unhide Dashboard Tiles ............................................................................................ 36 App Appearance................................................................................................................... 37 Favorite Payees ...........................................................................................................38 Selecting Favorite Payees.................................................................................................... 38 My Credit Manager .....................................................................................................39 Registration .......................................................................................................................... 39 Overview .............................................................................................................................. 41 Money Insights Initial Setup..................................................................................................................42 Tagging Transactions........................................................................................................... 43 Splitting a Transaction......................................................................................................... 45