Triad Bank Digital Banking User Guide

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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click an account tile, you are taken to the Account Details page. C. Click the View All Accounts button to view all of your accounts. D. Click the Add Account button to add a new account. Go to page 24 for more information. E. Click the “Manage Favorites” link to edit your favorite accounts. Go to page 32 for more information. F. Click the “Manage Tiles” link to edit the tiles that appear on the Dashboard. Go to page 32 for more information. G. View a list of ACH and wire transactions or positive pay exceptions that require your attention. For more information about ACH transactions, go to page 133, for more information about wire transactions, go to page 171 or for more information about positive pay, go to page 206. H. View a list of your recent transactions. Use the drop-down to select a different account. I. View a list of your upcoming transactions. Use the drop-down to select a different account. J. Favorite Payees allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 39 for more information. K. Click the icon to hide or rearrange the dashboard tiles. Go to page 33 for more information.

Accounts: Dashboard Overview