West Union Bank Personal Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	7
Logging In	8
Multi-Factor Authentication	10
Logging Off	11
Duo Mobile	12
Resetting a Forgotten Password	14
Retrieve a Forgotten Username	15
Password Security Check	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Adding an External Account	24
Verifying an External Account	26
Removing an External Account	27
Editing Favorite Accounts	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
Bill Pay / Transfers	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	58
Favoriting a Payee	61
Editing a Payee	62
Deleting a Payee	63
New Transaction	64
Transferring Money Between Your Accounts	64
Making a Loan Payment	66
Transferring Money to Another Person (P2P)	69
Making a Bill Pay Payment	71
Editing Transfers/Payments	73
Skip Transfers/Payments	74
Deleting Transfers/Payments	75
Deposit Checks	76
Remote Deposit	76
Manage Cards	77
Turn Card On or Off	77
Card Name	78
Card Alert	79
Temporary Spending Limit Increase	80
Change PIN	81
Report Lost or Stolen Card	82
Travel Notification	83
Enable Automatic On/Off	85
Google Pay/Apple Pay	87
Reports	88
Creating a New Report	88
Account Activity Report	88
Sub-User Account Access Report	89
Running an Existing Report	90
Editing a Report	91
Deleting a Report	92
Services	93
Locations	93
Secure Message Overview	94
Sending a Secure Message	95
Submit a Form	96
Documents	97
Document Enrollment	97
Viewing Documents	98
Stop Payment	99
Single Check	99
Multiple Checks	101
ACH	103
Settings	106
Contact Settings	106
Adding a New Phone	106
Editing a Phone	107
Deleting a Phone	108
Editing an Email Address	109
Sub-Users	110
Sub-Users Overview	110
Sub-User Overview	111
Adding a New Sub-User	112
Editing a Sub-User	114
Part 1: Editing Sub-User Access	115
Part 2: Editing Sub-User Limits	116
Deleting a Sub-User	117

Made with FlippingBook - Online catalogs