bankcda Personal Digital Banking User Guide

4

Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................8 Multi-Factor Authentication.......................................................................................10 Logging Off ........................................................................................................................... 11 Duo Mobile ........................................................................................................................... 12 Accounts 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 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