West Union Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

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

Made with FlippingBook - Online catalogs