bankcda Personal Digital Banking User Guide

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Getting Started	7
Digital Banking System Requirements	7
Browser (Desktop & Mobile)	7
Mobile Device (App)	7
Mobile Deposit Capture	7
New User Enrollment	8
Logging In	9
Out-of-Band Authentication	11
Logging Off	12
DUO Mobile	13
Accounts	15
Dashboard Overview	15
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an External Account	21
Removing an External Account	23
Organize Dashboard	24
Reorder Accounts	24
Rename Accounts	25
Hide/Unhide Accounts	26
App Appearance	27
Quick Pay	28
Selecting Favorite Payees	28
Person to Person	29
Bill Pay	31
External Account	33
Monthly Activity	35
Security	36
Protecting Your Information	36
General Guidelines	36
Login ID and Password	36
Fraud Prevention	36
Login Settings	37
Change Username	37
Change Password	38
Change Security Questions	39
Recent Logins	40
Mobile Security Preferences	41
Enabling Biometric Sign-In	41
Enabling FaceID	42
Enabling PIN Login	43
Auto-Login	44
Alerts	45
Alerts Overview	45
Custom Alerts	46
Bill Pay Alerts	47
Security Alerts	48
Turning Alerts On and Off	49
Editing or Deleting Alerts	50
Previous Alerts	51
Move Money	52
Move Money Overview	52
Bill Pay Enrollment	53
Adding a Payee	55
Person to Person Payee	55
Bill Pay Payee - Company	57
Bill Pay Payee - Individual	59
Favoriting a Payee	62
Editing a Payee	63
Deleting a Payee	64
New Transaction	65
Transferring Money Between Your Accounts	65
Making a Loan Payment	67
Transferring Money to Another Person (P2P)	69
Making a Bill Pay Payment	71
Editing Transfers/Payments	73
Skip Transfers/Payments	74
Deleting Transfers/Payments	75
Deposit Checks	76
Mobile Deposit	76
Manage Cards	77
Turn Card On or Off	77
Card Name	78
Card Alert	79
Temporary Spending Limit Increase	80
Change PIN	81
Report Lost or Stolen Card	82
Travel Notification	83
Enable Automatic On/Off	85
Reports	87
Creating a New Report	87
Account Activity Report	87
Sub-User Account Access Report	88
Running an Existing Report	89
Editing a Report	90
Deleting a Report	91
Services	92
Locations	92
Secure Message Overview	93
Sending a Secure Message	94
Submit a Form	95
Documents	96
Document Enrollment	96
Viewing Documents	97
Chat	98
Stop Payment	99
Single Check	99
Multiple Checks	101
ACH	103
Settings	105
Contact Settings	105
Adding a New Phone	105
Editing a Phone	106
Deleting a Phone	107
Editing an Email Address	108
Sub-Users	109
Sub-Users Overview	109
Sub-User Overview	110
Adding a New Sub-User	111
Editing a Sub-User	113
Part 1: Editing Sub-User Access	114
Part 2: Editing Sub-User Limits	115
Deleting a Sub-User	116

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