United Community Bank Product Orientation Guide Consumer

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 Capture	8
New User Enrollment	9
Logging In	10
Logging Off	10
Out-of-Band Authentication	12
Logging Off	13
DUO Mobile	14
Resetting a Forgotten Password	16
Retrieve a Forgotten Username	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to MyMoney	25
Adding an External Account	26
Removing an External Account	28
Opening a New Account	29
Organize Dashboard	31
Language Preference	31
Reorder Accounts	32
Rename Accounts	33
Hide/Unhide Accounts	34
Hide/Unhide Dashboard Tiles	35
App Appearance	36
Quick Pay	37
Selecting Favorite Payees	37
Person to Person	38
Bill Pay	40
External Account	42
Monthly Activity	44
MyMoney	45
Initial Setup	45
Tagging Transactions	46
Splitting a Transaction	48
MyMoney Dashboard	50
Spending by Category	51
Budget	53
Adding Budgets	54
Managing Budgets	55
Add a Budget Alert	57
Cashflow Overview	58
Add a Bill or Income	59
Net Worth	60
Add an Unlinked Asset or Debt	61
Goals	62
Adding Goals	63
Save for Goals	63
Pay Off Goals	64
Add a Goal Alert	65
Managing Goals	66
Security	67
Protecting Your Information	67
General Guidelines	67
Login ID and Password	67
Fraud Prevention	67
Login Settings	68
Change Username	68
Change Password	69
Change Security Questions	70
Recent Logins	71
Mobile Security Preferences	72
Enabling Biometric Sign-In	72
Enabling PIN Login	73
Auto-Login	74
Alerts	75
Alerts Overview	75
Custom Alerts	76
Bill Pay Alerts	77
Security Alerts	78
MyMoney Alerts	79
Turning Alerts On and Off	80
Editing or Deleting Alerts	81
Previous Alerts	82
Move Money	83
Move Money Overview	83
Bill Pay Enrollment	84
Adding a Payee	86
Person to Person Payee	86
Bill Pay Payee - Company	88
Bill Pay Payee - Individual	90
Favoriting a Payee	93
Editing a Payee	94
Deleting a Payee	95
New Transaction	96
Transferring Money Between Your Accounts	96
Making a Loan Payment	98
Transferring Money to Another Person (P2P)	100
Making a Bill Pay Payment	102
Editing Transfers/Payments	104
Skip Transfers/Payments	105
Deleting Transfers/Payments	106
Deposit Checks	107
Remote Deposit	107
Manage Cards	108
Turn Card On or Off	108
Card Name	109
Card Alert	110
Temporary Spending Limit Increase	111
Change PIN	112
Report Lost or Stolen Card	113
Travel Notification	114
Enable Automatic On/Off	116
Reports	118
Creating a New Report	118
Account Activity Report	118
Sub-User Account Access Report	119
Running an Existing Report	120
Editing a Report	121
Deleting a Report	122
Services	123
Locations	123
Secure Message Overview	124
Sending a Secure Message	125
Submit a Form	126
Documents	127
Statements	127
Tax Forms	128
Notices	129
Chat	130
Settings	131
Contact Settings	131
Adding a New Phone	131
Editing a Phone	132
Deleting a Phone	133
Editing an Email Address	134
Sub-Users	135
Sub-Users Overview	135
Sub-User Overview	136
Adding a New Sub-User	137
Editing a Sub-User	139
Part 1: Editing Sub-User Access	140
Part 2: Editing Sub-User Limits	141
Deleting a Sub-User	142

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