West Union Bank Personal Online Banking User Guide

Getting Started7
Digital Banking System Requirements7
Browser (Desktop & Mobile)7
Mobile Device (App)7
Mobile Remote Deposit Capture7
New User Enrollment8
Logging In9
Multi-Factor Authentication (MFA)11
Logging Off12
DUO Mobile13
Resetting a Forgotten Password15
Retrieve a Forgotten Username16
Dashboard Overview17
Account Details Overview18
Organize Dashboard20
Reorder Accounts20
Rename Accounts21
Hide/Unhide Accounts22
Transaction Details23
Quick Pay25
Selecting Favorite Payees25
Person to Person26
Bill Pay28
Monthly Activity30
Protecting Your Information31
General Guidelines31
Login ID and Password31
Fraud Prevention31
Login Settings32
Change Username32
Change Password33
Change Security Questions34
Recent Logins35
Mobile Security Preferences36
Enabling Biometric Sign-In36
Enabling PIN Login37
Alerts Overview39
Custom Alerts40
Security Alerts41
Turning Alerts On and Off42
Editing or Deleting Alerts43
Previous Alerts44
Move Money45
Move Money Overview45
Bill Pay Enrollment46
Adding a Payee48
Person to Person Payee48
Adding an External Account50
Bill Pay Payee - Company52
Bill Pay Payee - Individual54
Favoriting a Payee57
Editing a Payee58
Deleting a Payee59
New Transaction60
Transferring Money Between Your Accounts60
Making a Loan Payment62
Transferring Money to Another Person (P2P)64
Making a Bill Pay Payment66
Editing Transfers/Payments68
Deleting Transfers/Payments69
Deposit Checks70
Remote Deposit70
Manage Cards71
Turn Card On or Off71
Card Name72
Card Alert73
Temporary Spending Limit Increase74
Change PIN75
Travel Notification76
Enable Automatic On/Off78
Creating a New Report80
Account Activity Report80
Sub-User Account Access Report81
Running an Existing Report82
Editing a Report83
Deleting a Report84
Secure Message Overview86
Sending a Secure Message87
Submit a Form88
Document Enrollment89
Viewing Documents90
Stop Payment91
Single Check91
Multiple Checks93
Contact Settings97
Adding a New Phone97
Editing a Phone98
Deleting a Phone99
Editing an Email Address100
App Appearance101
Sub-Users Overview102
Sub-User Overview103
Adding a New Sub-User104
Editing a Sub-User106
Part 1: Editing Sub-User Access107
Part 2: Editing Sub-User Limits108
Deleting a Sub-User109

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