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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