Town and Country Digital Banking Consumer User Guide

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Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit Capture	8
New User Enrollment	9
Logging In	10
Out-of-Band 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
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
App Appearance	31
Quick Pay	32
Selecting Favorite Payees	32
Person to Person	33
Bill Pay	35
External Account	37
Monthly Activity	39
SimpleView	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
SimpleView Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Bill Pay Alerts	73
Security Alerts	74
SimpleView Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee	90
Deleting a Payee	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment	98
Editing Transfers/Payments	100
Skip Transfers/Payments	101
Deleting Transfers/Payments	102
Deposit Checks	103
Remote Deposit	103
Manage Cards	104
Turn Card On or Off	104
Card Name	105
Temporary Spending Limit Increase	106
Change PIN	107
Report Lost or Stolen Card	108
Travel Notification	109
Enable Automatic On/Off	111
Reports	113
Creating a New Report	113
Account Activity Report	113
Sub-User Account Access Report	114
Running an Existing Report	115
Editing a Report	116
Deleting a Report	117
Services	118
Locations	118
Secure Message Overview	119
Sending a Secure Message	120
Submit a Form	121
Documents	122
Document Enrollment	122
Viewing Documents	123
Stop Payment	124
Single Check	124
Multiple Checks	126
ACH	128
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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