Triad Bank Digital Banking User Guide

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Cashflow Overview .....................................................................................................49 Add a Bill or Income ............................................................................................................ 50 Configure Accounts ............................................................................................................. 51 Bills and Income................................................................................................................... 52 Net Worth ....................................................................................................................53 Add an Unlinked Asset or Debt.......................................................................................... 54 Goals.............................................................................................................................55 Adding Goals ........................................................................................................................ 56 Save for Goals....................................................................................................................... 56 Pay Off Goals ........................................................................................................................ 57 Add a Goal Alert ................................................................................................................... 58 Managing Goals ................................................................................................................... 59 Security Protecting Your Information......................................................................................60 General Guidelines .............................................................................................................. 60 Login ID and Password........................................................................................................ 60 Fraud Prevention ................................................................................................................. 60 Login Settings ..............................................................................................................61 Change Username ............................................................................................................... 61 Change Password ................................................................................................................ 62 Change Security Questions................................................................................................. 63 Recent Logins ..............................................................................................................64 Mobile Security Preferences......................................................................................65 Enabling Biometric Sign-In.................................................................................................. 65 Enabling FaceID.................................................................................................................... 66 Enabling PIN Login......................................................................................................67 Auto-Login....................................................................................................................68 Alerts Alerts Overview ...........................................................................................................69 Custom Alerts....................................................................................................................... 70 Business Banking Alerts...................................................................................................... 71 Bill Pay Alerts........................................................................................................................ 72 Security Alerts ...................................................................................................................... 73 Triad PFM Alerts................................................................................................................... 74 Turning Alerts On and Off................................................................................................... 75 Editing or Deleting Alerts ...........................................................................................76 Previous Alerts ............................................................................................................77