ValueBank Texas Digital Banking Personal User Guide

Getting Started3
Digital Banking System Requirements8
Browser (Desktop & Mobile)8
Mobile Device (App)8
Mobile Remote Deposit Capture8
New User Enrollment9
Logging In10
Out-of-Band Authentication12
Logging Off13
Resetting a Forgotten Password14
Retrieve a Forgotten Username15
Password Security Check16
Accounts17
Dashboard Overview17
Account Details Overview18
Transaction Details20
Adding a New Account22
Adding an Account to SimpleView23
Adding an External Account24
Removing an External Account26
Organize Dashboard27
Reorder Accounts27
Rename Accounts28
Hide/Unhide Accounts29
Hide/Unhide Dashboard Tiles30
App Appearance31
Quick Pay32
Selecting Favorite Payees32
Person to Person33
Bill Pay35
External Account37
Monthly Activity39
SimpleView40
Initial Setup40
Tagging Transactions41
Splitting a Transaction43
SimpleView Dashboard45
Spending by Category46
Budget48
Adding Budgets49
Managing Budgets50
Add a Budget Alert52
Cashflow Overview53
Add a Bill or Income54
Net Worth55
Add an Unlinked Asset or Debt56
Goals57
Adding Goals58
Save for Goals58
Pay Off Goals59
Add a Goal Alert60
Managing Goals61
Security62
Protecting Your Information62
General Guidelines62
Login ID and Password62
Fraud Prevention62
Login Settings63
Change Username63
Change Password64
Change Security Questions65
Recent Logins66
Mobile Security Preferences67
Enabling Biometric Sign-In67
Enabling FaceID68
Enabling PIN Login69
Auto-Login70
Alerts71
Alerts Overview71
Custom Alerts72
Bill Pay Alerts73
Security Alerts74
SimpleView Alerts75
Turning Alerts On and Off76
Editing or Deleting Alerts77
Previous Alerts78
Move Money79
Move Money Overview79
Bill Pay Enrollment80
Adding a Payee82
Person to Person Payee82
Bill Pay Payee - Company84
Bill Pay Payee - Individual86
Favoriting a Payee89
Editing a Payee90
Deleting a Payee91
New Transaction92
Transferring Money Between Your Accounts92
Making a Loan Payment94
Transferring Money to Another Person (P2P)96
Making a Bill Pay Payment98
Editing Transfers/Payments100
Skip Transfers/Payments101
Deleting Transfers/Payments102
Deposit Checks103
Remote Deposit103
Manage Cards104
Turn Card On or Off104
Card Name105
Card Alert106
Temporary Spending Limit Increase107
Change PIN108
Report Lost or Stolen Card109
Travel Notification110
Enable Automatic On/Off112
Reports114
Creating a New Report114
Account Activity Report114
Sub-User Account Access Report115
Running an Existing Report116
Editing a Report117
Deleting a Report118
Services119
Locations119
Secure Message Overview120
Sending a Secure Message121
Submit a Form122
Documents123
Document Enrollment123
Viewing Documents124
Stop Payment125
Single Check125
Multiple Checks127
ACH129
Settings131
Contact Settings131
Adding a New Phone131
Editing a Phone132
Deleting a Phone133
Editing an Email Address134
Sub-Users135
Sub-Users Overview135
Sub-User Overview136
Adding a New Sub-User137
Editing a Sub-User139
Part 1: Editing Sub-User Access140
Part 2: Editing Sub-User Limits141
Deleting a Sub-User142

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