The Callaway Bank Digital Banking Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................44 Tagging Transactions........................................................................................................... 45 Splitting a Transaction......................................................................................................... 47 Money Insights Dashboard........................................................................................49