West Union Bank Personal Online Banking User Guide

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Table of Contents Getting Started

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 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 Protecting Your Information......................................................................................41 General Guidelines .............................................................................................................. 41 Login ID and Password........................................................................................................ 41 Fraud Prevention ................................................................................................................. 41