UMB Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging Off	10
Resetting A Forgotten Password	11
Accounts Page	13
Accounts Page Overview	13
Asset Summary Overview	15
Account Overview	16
Quick Transfer	18
Account Nickname	19
Details & Settings	20
Account Grouping	21
Editing a Group Name	22
Deleting a Group	22
Security	23
Protecting Your Information	23
General Guidelines	23
User ID and Password	23
Fraud Prevention	23
Security Preferences	24
Change Password	24
Change User ID	25
Secure Access Code Delivery	26
Mobile Security Preferences	27
Enabling Fingerprint or Facial Recognition Login	27
Enabling Passcode Authentication	29
Enabling Face ID	31
Secure Message Overview	32
Sending a Secure Message	34
Alerts	35
Alerts Overview	35
Account Alerts	36
History Alerts	37
Online Transaction Alerts	38
Reminder	39
Security Alerts Overview	40
Edit Delivery Preferences	40
Enabling and Disabling Push Notifications	41
Payments and Transfers	42
Payments and Transfers Overview	42
Transfer Money	44
Adding A Personal External Account	46
Add a Personal External Transfer Account	47
Verify an External Transfer Account with Micro-Deposits	49
Manage External Transfer Accounts	50
Nickname External Transfer Accounts	50
Remove External Transfer Accounts	51
Pay Loan	52
Pay Credit Card	54
One-Time Payment	54
Auto Payment	55
Payment Overview	56
Editing Payments	57
Canceling Payments	58
Online Activity Overview	59
Using Filters	60
Creating or Deleting Custom Views Using Favorites	60
Editing Payments and Transfers	61
Canceling Payments and Transfers	62
Bill Pay	63
Enrollment	63
Overview	64
Creating a Biller	65
Known Company	65
Unknown Company	66
Person	67
Editing a Biller	68
Deleting a Biller	69
Enabling eBills	70
Paying eBills	71
Canceling eBills Service for a Biller	72
Scheduling Payments	73
Single Payments	73
Multiple Payments	74
Automatic Payments	76
Automatic Payments for eBills	78
Edit an Automatic Payments	79
Delete an Automatic Payments	81
Rush Delivery	83
Activity	85
Editing Pending Payments	86
Canceling Pending Payments	88
Creating a Reminder	90
Editing Reminders	92
Deleting Reminders	94
Money Manager	96
Initial Setup	96
Tagging Transactions	98
Splitting a Transaction	100
Money Manager Dashboard	102
Spending by Category	103
Budget	105
Adding Budgets	106
Managing Budgets	107
Add a Budget Alert	109
Cashflow Overview	110
Add a Bill or Income	111
Net Worth	112
Add an Unlinked Asset or Debt	113
Goals	114
Adding Goals	115
Save for Goals	115
Pay Off Goals	116
Add a Goal Alert	117
Managing Goals	118
Card Management	119
Card Controls	119
Activate Card	119
Disabling or a Card	120
Enabling a Card	121
Credit Limit Increase	122
Replace Card	124
Card Controls	125
Update PIN	127
Card Alerts	128
Travel Notifications	130
Services	132
Account Statements	132
Tax Statements	133
Reordering Checks	134
Text Banking	135
Apple Watch	137
Apple Watch Setup	137
Viewing Balances and Transactions	137
Settings	138
Account Preferences	138
My Profile - Address Change	139
My Profile	140
Statement Delivery Preferences	141
Themes	142
Accessibility	143
Locations	144
Branches and ATMs	144

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