Malauzai Retail Banking Guide Sample for Desktop & Tablet

Retail Banking Guide for Desktop & Tablet

* Specific features may behave differently based on vendor, core or device.

Contents

1 2 3 8

Introduction

Security

Enroll

Logging In Main Menu

11 12 14 15 20 22 24 28 32 34 36 38 42 46 48 51 56 58 62 66 68 72 78 80 83 84 85

Accounts Summary & Details

Attach Images

Transfer Funds – One-Time & Recurring Transfer Funds – Scheduled Transfers Transfer Funds – Transfer History

Deposits

Picture Pay – New & Recurring Bill Payment

Picture Pay – Scheduled Payments Picture Pay – Payment History Picture Pay – Add a Payee Pay a Person – Send Money Pay a Person – Receive Money Money Manager Overview (PFM)

Statements

Statements – Delivery Preferences

Check Reorder

Stop Check Payment – Single Check Stop Check Payment – Multiple Checks

Messages

Cards Alerts

Alerts – Security Alerts – Account

Social

Settings

Locate

Introduction

Online and app banking are some of the most convenient ways to visit a financial institution. Instead of traveling to a bank, accessing your accounts through your preferred browser or our tablet app places best-in-class, highly intuitive technology and flexible features in your control. Our app is versatile—yet simple—as we employ an effective interface that increases user satisfaction, complete with exceptional online functionality designed to exceed expectations and strengthen your banking experience.

We invite you to explore this helpful tutorial guide to become more familiar with our exciting online banking services.

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author/publisher, nor this financial institution shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

© 2017 Murphy & Company, Inc. | 13610 Barrett Office Drive, Suite 206 | St. Louis, MO 63021 | mcompany.com

Android is a trademark of Google Inc. Microsoft, Windows, Excel, and Internet Explorer are registered trademarks of Microsoft Corporation. Firefox is a registered trademark of the Mozilla Foundation. Quicken, QuickBooks and FinanceWorks are registered trademarks of Intuit, Inc. iPhone, Macintosh and Safari are registered trademarks of Apple, Inc. Acrobat and Reader are registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. THIS PRODUCT IS NOT ENDORSED OR SPONSORED BY ADOBE SYSTEMS INCORPORATED, PUBLISHER OF ACROBAT READER.

1

Security We do all that we can to protect your personal information and provide a secure experience. However, we rely on you to take further precautions to ensure your online safety. General Guidelines • Make sure all operating systems and antivirus software are up-to-date. • Always use secure wireless (WiFi) networks that require a login ID and password. • Never leave a computer or device unattended when logged in. • Regularly monitor recent account history for unauthorized transactions. • Always log off when finished. Login ID and Password • Create strong passwords by using a mixture of case styles, numbers and special characters. • Do not create passwords that contain personal information. • Change passwords periodically and memorize them. • Only register personal computers and devices. • Avoid using features that save login IDs and passwords. Fraud Prevention • Do not open email attachments or click/tap on links from unsolicited sources. • Avoid giving out personal information on the phone or through email. • Shred unwanted sensitive documents including receipts, checks, deposit slips, pre-approved credit card offers and expired cards. • Act quickly. If you suspect that financial information has been compromised, call us immediately at (512) 961-5699.

2

Enroll Whether you are accessing our online banking services on your computer or tablet device, you then need to enroll your information into the system. Once you complete this quick and easy process, you are on your way to banking everywhere you go!

1 A welcome display appears upon activating online banking. Click/Tap Get Started to log in.

* Specific features may behave differently based on vendor, core or device.

3

Enroll

continued ▶

2 Next, tap New User Registration to begin enrollment.

* Specific features may behave differently based on vendor, core or device.

4

Enroll

continued ▶

3 The next screen presents the Online and Mobile Banking Agreement for you to review. Click/Tap whether you Decline or Accept the agreement terms.

* Specific features may behave differently based on vendor, core or device.

5

Enroll

continued ▶

4 Verify the type of customer you are from the drop-down list by selecting Business or Personal. For Retail/Consumer customers, select Personal from the drop-down list. Click/Tap Next .

* Specific features may behave differently based on vendor, core or device.

6

Enroll

continued ▶

5 The next screen provides a form that allows you to enter account and personal information. Once you have completed the form, click/tap Next . A message is

received confirming that your enrollment is successful. *Successful enrollment message screen may vary.

* Specific features may behave differently based on vendor, core or device.

7

Logging In Enter the login credentials that you established during the enrollment process to get started with online banking. To keep your information secure, a verification question is presented.

1 A welcome display appears upon activating online banking. Click/Tap Get Started to log in.

* Specific features may behave differently based on vendor, core or device.

8

Logging In

continued ▶

2 Next, enter your username and password credentials within the provided spaces. 3 You can choose to save your username and password before you click/tap Get Started . To do so, click/tap and then drag the Save toggle switch to the right to highlight it. 4 Click/Tap Get Started to continue.

* Specific features may behave differently based on vendor, core or device.

9

12301 Research Blvd., Suite 100 | Austin, TX 78759 (512) 961-5699 | malauzai.com