Town and Country Digital Banking Consumer User Guide

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Table of Contents Getting Started

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 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 Initial Setup..................................................................................................................42 Tagging Transactions........................................................................................................... 43 Splitting a Transaction......................................................................................................... 45 SimpleView Dashboard ..............................................................................................47 Spending by Category ................................................................................................48 Budget ..........................................................................................................................50 Adding Budgets.................................................................................................................... 51