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	20
Transaction Details	22
Adding a New Account	24
Adding an Account to SimpleView	25
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
SimpleView	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
SimpleView Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Net Worth	52
Add an Unlinked Asset or Debt	53
Goals	54
Adding Goals	55
Save for Goals	55
Pay Off Goals	56
Add a Goal Alert	57
Managing Goals	58
Security	59
Protecting Your Information	59
General Guidelines	59
Login ID and Password	59
Fraud Prevention	59
Login Settings	60
Change Username	60
Change Password	61
Change Security Questions	62
Recent Logins	63
Mobile Security Preferences	64
Enabling Biometric Sign-In	64
Enabling FaceID	65
Enabling PIN Login	66
Auto-Login	67
Alerts	68
Alerts Overview	68
Custom Alerts	69
Bill Pay Alerts	70
Security Alerts	71
SimpleView Alerts	72
Turning Alerts On and Off	73
Editing or Deleting Alerts	74
Previous Alerts	75
Move Money	76
Move Money Overview	76
Bill Pay Enrollment	77
Adding a Payee	79
Person to Person Payee	79
Bill Pay Payee - Company	81
Bill Pay Payee - Individual	83
Favoriting a Payee	86
Editing a Payee	87
Deleting a Payee	88
New Transaction	89
Transferring Money Between Your Accounts	89
Making a Loan Payment	91
Transferring Money to Another Person (P2P)	94
Making a Bill Pay Payment	96
Editing Transfers/Payments	98
Skip Transfers/Payments	99
Deleting Transfers/Payments	100
Deposit Checks	101
Remote Deposit	101
Manage Cards	102
Turn Card On or Off	102
Card Name	103
Card Alert	104
Change PIN	105
Report Lost or Stolen Card	106
Travel Notification	107
Enable Automatic On/Off	109
Google Pay/Apple Pay	111
Reports	112
Creating a New Report	112
Account Activity Report	112
Sub-User Account Access Report	113
Running an Existing Report	114
Editing a Report	115
Deleting a Report	116
Services	117
Locations	117
Secure Message Overview	118
Sending a Secure Message	119
Submit a Form	120
Documents	121
Document Enrollment	121
Viewing Documents	122
Stop Payment	123
Single Check	123
Multiple Checks	125
ACH	127
Settings	130
Contact Settings	130
Adding a New Phone	130
Editing a Phone	131
Deleting a Phone	132
Editing an Email Address	133
Sub-Users	134
Sub-Users Overview	134
Sub-User Overview	135
Adding a New Sub-User	136
Editing a Sub-User	138
Part 1: Editing Sub-User Access	139
Part 2: Editing Sub-User Limits	140
Deleting a Sub-User	141

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