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
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
User ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change User ID	23
Secure Access Code Delivery	24
Mobile Security Preferences	25
Enabling Fingerprint or Facial Recognition Login	25
Enabling Passcode Authentication	27
Enabling Face ID	29
Secure Message Overview	30
Sending a Secure Message	32
Alerts	33
Alerts Overview	33
Account Alerts	34
History Alerts	35
Online Transaction Alerts	36
Reminder	37
Security Alerts Overview	38
Edit Delivery Preferences	38
Payments and Transfers	39
Payments and Transfers Overview	39
Transfer Money	41
Adding A Personal External Account	43
Verifying A Personal External Account	44
Pay Loan	45
Pay Credit Card	47
One-Time Payment	47
Auto Payment	48
Online Activity Overview	49
Using Filters	50
Creating or Deleting Custom Views Using Favorites	50
Editing Payments and Transfers	51
Canceling Payments and Transfers	52
Bill Pay	53
Bill Pay Overview	53
Creating a Payee	53
Editing a Payee	55
Deleting a Payee	56
Making a Single Payment	57
Editing a Single Payment	58
Canceling a Single Payment	59
Making Recurring Payment	60
Editing a Recurring Payment	62
Canceling a Recurring Payment	63
Money Manager	64
Initial Setup	64
Tagging Transactions	66
Splitting a Transaction	68
Money Manager Dashboard	70
Cashflow Overview	71
Cashflow Add Income	72
Cashflow Add Bill	73
Budgets Overview	74
Adding Budgets	75
Managing Budgets	76
Goals Overview	78
Adding Goals	79
Save for Goals	79
Pay Off Goals	80
Managing Goals	81
Net Worth Overview	82
Spending by Category Overview	83
Services	84
Reordering Checks	84
Account Statements	85
Tax Statements	86
Text Banking	87
Apple Watch	89
Apple Watch Setup	89
Viewing Balances and Transactions	89
Settings	90
Account Preferences	90
My Profile - Address Change	91
My Profile	92
Statement Delivery Preferences	93
Themes	94
Accessibility	95
Locations	96
Branches and ATMs	96

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