UMB Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging Off	9
Resetting A Forgotten Password	10
Accounts Page	12
Accounts Page Overview	12
Asset Summary Overview	14
Account Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Account Grouping	20
Editing a Group Name	21
Deleting a Group	21
Security	22
Protecting Your Information	22
General Guidelines	22
User ID and Password	22
Fraud Prevention	22
Security Preferences	23
Change Password	23
Change User ID	24
Secure Access Code Delivery	25
Mobile Security Preferences	26
Enabling Fingerprint or Facial Recognition Login	26
Enabling Passcode Authentication	28
Enabling Face ID	30
Secure Message Overview	31
Sending a Secure Message	33
Alerts	34
Alerts Overview	34
Account Alerts	35
History Alerts	36
Online Transaction Alerts	37
Reminder	38
Security Alerts Overview	39
Edit Delivery Preferences	39
Enabling and Disabling Push Notifications	40
Payments and Transfers	41
Payments and Transfers Overview	41
Transfer Money	43
Adding A Personal External Account	45
Add a Personal External Transfer Account	46
Verify an External Transfer Account with Micro-Deposits	48
Manage External Transfer Accounts	49
Nickname External Transfer Accounts	49
Remove External Transfer Accounts	50
Pay Loan	51
Pay Credit Card	53
One-Time Payment	53
Auto Payment	54
Payment Overview	55
Editing Payments	56
Canceling Payments	57
Online Activity Overview	58
Using Filters	59
Creating or Deleting Custom Views Using Favorites	59
Editing Payments and Transfers	60
Canceling Payments and Transfers	61
Bill Pay	62
Enrollment	62
Overview	63
Creating a Biller	64
Known Company	64
Unknown Company	65
Person	66
Editing a Biller	67
Deleting a Biller	68
Enabling eBills	69
Paying eBills	70
Canceling eBills Service for a Biller	71
Scheduling Payments	72
Single Payments	72
Multiple Payments	73
Automatic Payments	75
Automatic Payments for eBills	77
Edit an Automatic Payments	78
Delete an Automatic Payments	80
Rush Delivery	82
Activity	84
Editing Pending Payments	85
Canceling Pending Payments	87
Creating a Reminder	89
Editing Reminders	91
Deleting Reminders	93
Card Management	95
Card Controls	95
Activate Card	95
Disabling or a Card	96
Enabling a Card	97
Credit Limit Increase	98
Replace Card	100
Card Controls	101
Update PIN	103
Card Alerts	104
Travel Notifications	106
Services	108
Account Statements	108
Tax Statements	109
Reordering Checks	110
Text Banking	111
Apple Watch	113
Apple Watch Setup	113
Viewing Balances and Transactions	113
Settings	114
Account Preferences	114
My Profile - Address Change	115
My Profile	116
Statement Delivery Preferences	117
Themes	118
Accessibility	119
Locations	120
Branches and ATMs	120

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