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
Bill Pay Overview
62
Creating a Payee
62
Editing a Payee
64
Deleting a Payee
65
Making a Single Payment
66
Editing a Single Payment
67
Canceling a Single Payment
68
Making Recurring Payment
69
Editing a Recurring Payment
71
Canceling a Recurring Payment
72
Money Manager
73
Initial Setup
73
Tagging Transactions
75
Splitting a Transaction
77
Money Manager Dashboard
79
Spending by Category
80
Budget
82
Adding Budgets
83
Managing Budgets
84
Add a Budget Alert
86
Cashflow Overview
87
Add a Bill or Income
88
Net Worth
89
Add an Unlinked Asset or Debt
90
Goals
91
Adding Goals
92
Save for Goals
92
Pay Off Goals
93
Add a Goal Alert
94
Managing Goals
95
Card Management
96
Card Controls
96
Activate Card
96
Disabling or a Card
97
Enabling a Card
98
Credit Limit Increase
99
Replace Card
101
Card Controls
102
Update PIN
104
Card Alerts
105
Travel Notifications
107
Services
109
Account Statements
109
Tax Statements
110
Reordering Checks
111
Text Banking
112
Apple Watch
114
Apple Watch Setup
114
Viewing Balances and Transactions
114
Settings
115
Account Preferences
115
My Profile - Address Change
116
My Profile
117
Statement Delivery Preferences
118
Themes
119
Accessibility
120
Locations
121
Branches and ATMs
121
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