West Union Bank Personal Online Banking User Guide

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Table of Contents Getting Started

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 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 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