Town and Country Digital Banking Consumer User Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................40 Tagging Transactions........................................................................................................... 41 Splitting a Transaction......................................................................................................... 43 SimpleView Dashboard...............................................................................................45