Four Corners Digital Banking User Guide

First page Table of contents Next page Last page

Getting Started	8
Digital Banking System Requirements	8
Browser (Desktop & Mobile)	8
Mobile Device (App)	8
Mobile Remote Deposit	8
New User Enrollment	9
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Password Security Check	12
Accounts	13
Dashboard Overview	13
Account Details Overview	14
Transaction Details	16
Adding an Account	18
Adding an Account to Money Manager	19
Adding an External Account	20
Removing an External Account	22
Organize Dashboard	23
Reorder Accounts	23
Rename Accounts	24
Hide/Unhide Accounts	25
Hide/Unhide Dashboard Tiles	26
App Appearance	27
Quick Pay	28
Selecting Favorite Payees	28
Person to Person (P2P)	29
Bill Pay	31
External Account	33
Monthly Activity	35
Money Manager	36
Initial Setup	36
Tagging Transactions	37
Splitting a Transaction	39
Money Manager Dashboard	41
Spending by Category	42
Budget	44
Adding Budgets	45
Managing Budgets	46
Add a Budget Alert	48
Cashflow Overview	49
Add a Bill or Income	50
Net Worth	51
Add an Unlinked Asset or Debt	52
Goals	53
Adding Goals	54
Save for Goals	54
Pay Off Goals	55
Add a Goal Alert	56
Managing Goals	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling Biometric Sign-In	63
Enabling PIN Login	64
Auto-Login	65
Alerts	66
Alerts Overview	66
Custom Alerts	67
Bill Pay Alerts	68
Security Alerts	69
Money Manager Alerts	70
Turning Alerts On and Off	71
Editing or Deleting Alerts	72
Previous Alerts	73
Move Money	74
Move Money Overview	74
Bill Pay Enrollment	75
Adding a Payee	77
Person to Person Payee	77
Bill Pay Payee - Company	79
Bill Pay Payee - Individual	81
Favoriting a Payee	84
Editing a Payee	85
Deleting a Payee	86
New Transaction	87
Transferring Money Between Your Accounts	87
Making a Loan Payment	89
Transferring Money to Another Person (P2P)	91
Making a Bill Pay Payment	93
Editing Transfers/Payments	95
Skip Transfers/Payments	96
Deleting Transfers/Payments	97
Deposit Checks	98
Remote Deposit	98
Manage Cards	99
Turn Card On or Off	99
Card Name	100
Card Alert	101
Temporary Spending Limit Increase	102
Change PIN	103
Report Lost or Stolen Card	104
Travel Notification	105
Enable Automatic On/Off	107
Reports	109
Creating a New Report	109
Account Activity Report	109
Sub-User Account Access Report	110
Running an Existing Report	111
Editing a Report	112
Deleting a Report	113
Services	114
Locations	114
Secure Message Overview	115
Sending a Secure Message	116
Submit a Form	117
Documents	118
Viewing Documents	118
Stop Payment	119
Single Check	119
Multiple Checks	121
ACH	123
Settings	125
Contact Settings	125
Adding a New Phone	125
Editing a Phone	126
Deleting a Phone	127
Editing an Email Address	128
Sub-Users	129
Sub-Users Overview	129
Sub-User Overview	130
Adding a New Sub-User	131
Editing a Sub-User	133
Part 1: Editing Sub-User Access	134
Part 2: Editing Sub-User Limits	135
Deleting a Sub-User	136

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