West Union Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an External Account	24
Bank Approval	25
Verifying an External Account	26
Removing an External Account	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Quick Pay	33
Selecting Favorite Payees	33
Person to Person	34
Bill Pay	36
External Account	38
Monthly Activity	40
Security	41
Protecting Your Information	41
General Guidelines	41
Login ID and Password	41
Fraud Prevention	41
Login Settings	42
Change Username	42
Change Password	43
Change Security Questions	44
Recent Logins	45
Mobile Security Preferences	46
Enabling Biometric Sign-In	46
Enabling FaceID	47
Enabling PIN Login	48
Auto-Login	49
Alerts	50
Alerts Overview	50
Custom Alerts	51
Bill Pay Alerts	52
Security Alerts	53
Turning Alerts On and Off	54
Editing or Deleting Alerts	55
Previous Alerts	56
Bill Pay / Transfers	57
Move Money Overview	57
Bill Pay Enrollment	58
Adding a Payee	60
Person to Person Payee	60
Bill Pay Payee - Company	62
Bill Pay Payee - Individual	64
Favoriting a Payee	67
Editing a Payee	68
Deleting a Payee	69
New Transaction	70
Transferring Money Between Your Accounts	70
Making a Loan Payment	72
Transferring Money to Another Person (P2P)	75
Making a Bill Pay Payment	77
Editing Transfers/Payments	79
Skip Transfers/Payments	80
Deleting Transfers/Payments	81
Deposit Checks	82
Remote Deposit	82
Manage Cards	83
Turn Card On or Off	83
Card Name	84
Card Alert	85
Temporary Spending Limit Increase	86
Change PIN	87
Report Lost or Stolen Card	88
Travel Notification	89
Enable Automatic On/Off	91
Google Pay/Apple Pay	93
Reports	94
Creating a New Report	94
Account Activity Report	94
Sub-User Account Access Report	95
Running an Existing Report	96
Editing a Report	97
Deleting a Report	98
Services	99
Locations	99
Secure Message Overview	100
Sending a Secure Message	101
Submit a Form	102
Documents	103
Document Enrollment	103
Viewing Documents	104
Stop Payment	105
Single Check	105
Multiple Checks	107
ACH	109
Settings	112
Contact Settings	112
Adding a New Phone	112
Editing a Phone	113
Deleting a Phone	114
Editing an Email Address	115
Sub-Users	116
Sub-Users Overview	116
Sub-User Overview	117
Adding a New Sub-User	118
Editing a Sub-User	120
Part 1: Editing Sub-User Access	121
Part 2: Editing Sub-User Limits	122
Deleting a Sub-User	123

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