bankcda Personal Digital Banking User Guide

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Getting Started	3
New User Enrollment	7
Logging In	8
Multi-Factor Authentication	10
Logging Off	11
Duo Mobile	12
Accounts	14
Dashboard Overview	14
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an External Account	21
Verifying an External Account	23
Removing an External Account	24
Editing Favorite Accounts	25
My Credit Manager	26
Registration	26
Overview	28
Organize Dashboard	29
Reorder Accounts	29
Rename Accounts	30
Hide/Unhide Accounts	31
Hide/Unhide Dashboard Tiles	32
App Appearance	33
Favorite Payees	34
Selecting Favorite Payees	34
Security	35
Protecting Your Information	35
General Guidelines	35
Login ID and Password	35
Fraud Prevention	35
Login Settings	36
Change Username	36
Change Password	37
Change Security Questions	38
Recent Logins	39
Mobile Security Preferences	40
Enabling Biometric Sign-In	40
Enabling FaceID	41
Enabling PIN Login	42
Auto-Login	43
Alerts	44
Alerts Overview	44
Custom Alerts	45
Bill Pay Alerts	46
Security Alerts	47
Turning Alerts On and Off	48
Editing or Deleting Alerts	49
Previous Alerts	50
Move Money	51
Move Money Overview	51
Bill Pay Enrollment	52
Adding a Payee	54
Person to Person Payee	54
Bill Pay Payee - Company	56
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	68
Transferring Money to Another Person (P2P)	71
Making a Bill Pay Payment	73
Editing Transfers/Payments	75
Skip Transfers/Payments	76
Deleting Transfers/Payments	77
Deposit Checks	78
Remote Deposit	78
Manage Cards	79
Turn Card On or Off	79
Card Name	80
Card Alert	81
Temporary Spending Limit Increase	82
Change PIN	84
Report Lost or Stolen Card	85
Travel Notification	86
Enable Automatic On/Off	88
Google Pay/Apple Pay	90
Reports	91
Creating a New Report	91
Account Activity Report	91
Sub-User Account Access Report	92
Running an Existing Report	93
Editing a Report	94
Deleting a Report	95
Services	96
Locations	96
Secure Message Overview	97
Sending a Secure Message	98
Submit a Form	99
Documents	100
Document Enrollment	100
Viewing Documents	101
Chat	102
Stop Payment	103
Single Check	103
Multiple Checks	105
ACH	107
Settings	110
Contact Settings	110
Adding a New Phone	110
Editing a Phone	111
Deleting a Phone	112
Editing an Email Address	113

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