bankcda Personal Digital 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 Deposit Capture......................................................................................................... 7 New User Enrollment....................................................................................................8 Logging In.......................................................................................................................9 Out-of-Band Authentication.......................................................................................11 Logging Off............................................................................................................................ 12 DUO Mobile........................................................................................................................... 13 Accounts 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 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

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