The Community Bank Digital Banking Personal Features Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Dashboard	10
Dashboard Overview	10
Organize Dashboard	12
Accounts Overview	13
Account Details	14
Account Settings	16
Download Transactions	17
Transaction Details	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Username	20
Change Password	21
Connected Apps (Desktop Only)	22
Direct Connect (Desktop Only)	22
Two-Factor Authentication	23
Mobile Security Preferences	25
Enabling Biometric Sign-In	25
Changing Passcode Authentication	27
Enabling Face ID	28
Alerts	29
Alerts Overview	29
Balance Alerts	29
Transaction Alerts	30
Card Management Alerts	31
Locking or Unlocking a Card	32
Manage Notification Settings	33
Locations	34
Merchant Types	35
Transaction Controls	37
Spending Controls	39
Report Lost/Stolen Card	41
Activate New Card	42
Editing or Deleting Alerts	43
User Alerts	44
Mobile Notifications	45
Transactions	46
Transfers	46
Adding an External Account	47
Confirming an External Account	48
Removing an External Account	49
Making a Transfer	50
Making a Loan Transfer	51
Editing Transfers	52
Deleting Transfers	53
Bill Pay	54
Bill Pay Overview	54
Adding a Payee	55
Adding a Person	55
Adding a Company	57
Editing a Payee	58
Deleting a Payee	59
Payees	60
Adding a Bill	60
Making a Single Payment	62
Paying a Bill	62
Paying a Person	64
Making Multiple Payments	66
Paying Multiple Bills	66
Paying Multiple People	68
Payment Activity	70
Editing a Pending Payment	70
Deleting a Pending Payment	72
Services	74
Stop Payment Request	74
Single Check	74
Multiple Checks	76
Documents	78
Deposit Checks	79
Enrollment	79
Depositing a Check	80
Conversation Overview	81
Starting a Conversation	82
Settings	83
Profile	83
Insights	84
Initial Setup	84
Tagging Transactions	86
Splitting a Transaction	88
Spending by Category	90
Budget	91
Adding Budgets	92
Managing Budgets	93
Add a Budget Alert	95
Cashflow Overview	96
Add a Bill or Income	97
Net Worth	98
Add an Unlinked Asset or Debt	99
Goals	100
Adding Goals	101
Save for Goals	101
Pay Off Goals	102
Add a Goal Alert	103
Managing Goals	104

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