West Union Bank Personal Online Banking User Guide
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Table of contents
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Getting Started
7
Digital Banking System Requirements
7
Browser (Desktop & Mobile)
7
Mobile Device (App)
7
Mobile Remote Deposit Capture
7
New User Enrollment
8
Logging In
9
Multi-Factor Authentication (MFA)
11
Logging Off
12
DUO Mobile
13
Resetting a Forgotten Password
15
Retrieve a Forgotten Username
16
Accounts
17
Dashboard Overview
17
Account Details Overview
18
Organize Dashboard
20
Reorder Accounts
20
Rename Accounts
21
Hide/Unhide Accounts
22
Transaction Details
23
Quick Pay
25
Selecting Favorite Payees
25
Person to Person
26
Bill Pay
28
Monthly Activity
30
Security
31
Protecting Your Information
31
General Guidelines
31
Login ID and Password
31
Fraud Prevention
31
Login Settings
32
Change Username
32
Change Password
33
Change Security Questions
34
Recent Logins
35
Mobile Security Preferences
36
Enabling Biometric Sign-In
36
Enabling PIN Login
37
Auto-Login
38
Alerts
39
Alerts Overview
39
Custom Alerts
40
Security Alerts
41
Turning Alerts On and Off
42
Editing or Deleting Alerts
43
Previous Alerts
44
Move Money
45
Move Money Overview
45
Bill Pay Enrollment
46
Adding a Payee
48
Person to Person Payee
48
Adding an External Account
50
Bill Pay Payee - Company
52
Bill Pay Payee - Individual
54
Favoriting a Payee
57
Editing a Payee
58
Deleting a Payee
59
New Transaction
60
Transferring Money Between Your Accounts
60
Making a Loan Payment
62
Transferring Money to Another Person (P2P)
64
Making a Bill Pay Payment
66
Editing Transfers/Payments
68
Deleting Transfers/Payments
69
Deposit Checks
70
Remote Deposit
70
Manage Cards
71
Turn Card On or Off
71
Card Name
72
Card Alert
73
Temporary Spending Limit Increase
74
Change PIN
75
Travel Notification
76
Enable Automatic On/Off
78
Reports
80
Creating a New Report
80
Account Activity Report
80
Sub-User Account Access Report
81
Running an Existing Report
82
Editing a Report
83
Deleting a Report
84
Services
85
Locations
85
Secure Message Overview
86
Sending a Secure Message
87
Submit a Form
88
Documents
89
Document Enrollment
89
Viewing Documents
90
Stop Payment
91
Single Check
91
Multiple Checks
93
ACH
95
Settings
97
Contact Settings
97
Adding a New Phone
97
Editing a Phone
98
Deleting a Phone
99
Editing an Email Address
100
App Appearance
101
Sub-Users
102
Sub-Users Overview
102
Sub-User Overview
103
Adding a New Sub-User
104
Editing a Sub-User
106
Part 1: Editing Sub-User Access
107
Part 2: Editing Sub-User Limits
108
Deleting a Sub-User
109
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