Town and Country Digital Banking Consumer User Guide

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an Account to SimpleView	24
Adding an External Account	25
Verifying an External Account	27
Removing an External Account	28
Organize Dashboard	29
Reorder Accounts	29
Rename Accounts	30
Hide/Unhide Accounts	31
Hide/Unhide Dashboard Tiles	32
App Appearance	33
Quick Pay	34
Selecting Favorite Payees	34
Person to Person	35
Bill Pay	37
External Account	39
Monthly Activity	41
SimpleView	42
Initial Setup	42
Tagging Transactions	43
Splitting a Transaction	45
SimpleView Dashboard	47
Spending by Category	48
Budget	50
Adding Budgets	51
Managing Budgets	52
Add a Budget Alert	54
Cashflow Overview	55
Add a Bill or Income	56
Net Worth	57
Add an Unlinked Asset or Debt	58
Goals	59
Adding Goals	60
Save for Goals	60
Pay Off Goals	61
Add a Goal Alert	62
Managing Goals	63
Security	64
Protecting Your Information	64
General Guidelines	64
Login ID and Password	64
Fraud Prevention	64
Login Settings	65
Change Username	65
Change Password	66
Change Security Questions	67
Recent Logins	68
Mobile Security Preferences	69
Enabling Biometric Sign-In	69
Enabling FaceID	70
Enabling PIN Login	71
Auto-Login	72
Alerts	73
Alerts Overview	73
Custom Alerts	74
Bill Pay Alerts	75
Security Alerts	76
SimpleView Alerts	77
Turning Alerts On and Off	78
Editing or Deleting Alerts	79
Previous Alerts	80
Move Money	81
Move Money Overview	81
Bill Pay Enrollment	82
Adding a Payee	84
Person to Person Payee	84
Bill Pay Payee - Company	86
Bill Pay Payee - Individual	88
Favoriting a Payee	91
Editing a Payee	92
Deleting a Payee	93
New Transaction	94
Transferring Money Between Your Accounts	94
Making a Loan Payment	96
Transferring Money to Another Person (P2P)	99
Making a Bill Pay Payment	101
Editing Transfers/Payments	103
Skip Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Google Pay/Apple Pay	117
Reports	118
Creating a New Report	118
Account Activity Report	118
Sub-User Account Access Report	119
Running an Existing Report	120
Editing a Report	121
Deleting a Report	122
Services	123
Locations	123
Secure Message Overview	124
Sending a Secure Message	125
Submit a Form	126
Documents	127
Document Enrollment	127
Viewing Documents	128
Stop Payment	129
Single Check	129
Multiple Checks	131
ACH	133
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139
Sub-Users	140
Sub-Users Overview	140
Sub-User Overview	141
Adding a New Sub-User	142
Editing a Sub-User	144
Part 1: Editing Sub-User Access	145
Part 2: Editing Sub-User Limits	146
Deleting a Sub-User	147

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