West Union Bank Personal Online Banking User Guide

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Table of Contents Getting Started

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 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 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