Volunteer Bank Personal

First page Table of contents Next page Last page

Getting Started	9
New User Enrollment	9
Logging In	11
Logging Off	11
Resetting a Forgotten Password	12
Home Page	14
Home Page Overview	14
Account Summary Overview	16
Account Details Overview	17
Quick Transfer	19
Account Nickname	20
Details & Settings	21
Account Grouping	22
Editing a Group Name	23
Deleting a Group	23
Security	24
Protecting Your Information	24
General Guidelines	24
Login ID and Password	24
Fraud Prevention	24
Security Preferences	25
Change Login ID	25
Change Password	26
Secure Delivery	27
Mobile Security Preferences	28
Enabling Touch ID or Fingerprint Login	28
Enabling Passcode Authentication	30
Enabling Face ID	31
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	32
Apple Watch®	33
Apple Watch® Setup	33
Viewing Balances and Transactions	33
Alerts Overview	34
Account Alerts	35
History Alerts	36
Online Transaction Alerts	37
Enabling and Disabling Push Notifications	38
Secure Message Overview	39
Sending a Secure Message	40
Transactions	41
Transfer Funds	41
Loan Payment	43
Send Money with Zelle® Setup	45
Initial Setup	45
Adding a Recipient	46
Send Money with Zelle®	47
Request Money with Zelle®	49
Split Payment with Zelle®	50
Zelle® Settings	51
Customer to Customer Transfer	52
Linking Someone’s Volunteer Bank Account	52
Single Transfers Between Volunteer Bank Accounts	53
Add a Personal External Transfer Account	54
Instant Verification	54
Micro-Deposits	55
Verify an External Transfer Account with Micro-Deposits	56
Manage External Transfer Accounts	58
Nickname External Transfer Accounts	58
Remove External Transfer Accounts	59
Online Activity Overview	60
Using Filters	61
Creating or Deleting Custom Views Using Favorites	62
Editing Transactions	63
Canceling Transactions	64
Services	65
Stop Payment Request	65
Single Check	65
Multiple Checks	66
Check Reorder	67
Statements	68
Credit Score	69
Mobile Deposits	70
Quick Balance	71
To Enable Quick Balance	71
To Use Quick Balance	72
Easy Switch	73
Direct Deposit Switch	73
Manual Switch	73
Switch Assist	75
Recurring Payments	78
Manual Switch	78
Switch Assist	79
Existing Switches	81
Settings	82
Statement Delivery	82
Accessibility	83
Financial Tools	84
Initial Setup	84
Linking an Account	84
Unlinking an Account	85
Categorizing Transactions	86
Splitting a Transaction	87
Online Banking Home Page	88
Spending Overview	89
Spending: Recategorizing a Transaction	90
Budgets Overview	92
Auto-generated Budgets	93
Budgets From Scratch	93
Editing or Deleting a Budget	94
Managing Budgets	95
Trends Overview	96
Cash Flow Overview	97
Adding a Suggested Cash Event	98
Creating Your Own Cash Event	99
Editing, Deleting or Skipping a Cash Event	101
Net Worth Overview	102
Debts Overview	103
CardHub	104
Card Management Overview	104
To Add a New Card	105
To Activate a Card	106
Card Lock/Unlock	107
Hide/Show Cards	108
Set Primary Device	109
Transaction Enrichment	110
Add a Card to a Digital Wallet	111
Add a Card from CardControl	111
Card Details	113
View Digital Card	113
Spend Insights	114
Card on File	115
Card Controls & Alerts	116
Locations	116
Merchant Types	118
Transation Types	119
Spend Limits	120
Alerts	121
Location Alerts	122
Merchant Alerts	123
Transaction Type Alerts	124
Spend Limit Alerts	125
Card Management Recent Transactions	126
Manage Travel Plans	127
Creating a Travel Plan	127
Editing a Travel Plan	129
Deleting a Travel Plan	130
Report Card Lost/Stolen	131
Set PIN	132
Pay with Bill Pay	133
Enrollment	133
Overview	135
Creating a Biller	136
Known Company	136
Unknown Company	137
Person	138
Editing a Biller	139
Deleting a Biller	140
Enabling eBills	141
Paying eBills	142
Canceling eBills Service for a Biller	143
Scheduling Payments	144
Single Payments	144
Multiple Payments	145
Automatic Payments	147
Automatic Payments for eBills	149
Edit an Automatic Payments	150
Delete an Automatic Payments	152
Rush Delivery	154
Activity	156
Editing Pending Payments	157
Canceling Pending Payments	159
Creating a Reminder	161
Editing Reminders	163
Deleting Reminders	165

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