UMB Digital Banking User Guide

4

Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging Off ........................................................................................................................... 10 Resetting A Forgotten Password...............................................................................11 Accounts Page 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 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 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