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Table of Contents
Getting Started New User Enrollment....................................................................................................7 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page Home Page Overview..................................................................................................12 Account Summary Overview............................................................................................... 13 Account Details Overview...........................................................................................14 Quick Transfer.............................................................................................................16 Account Grouping.......................................................................................................17 Editing a Group Name......................................................................................................... 18 Deleting a Group.................................................................................................................. 18 Security Protecting Your Information......................................................................................19 General Guidelines............................................................................................................... 19 Login ID and Password........................................................................................................ 19 Fraud Prevention.................................................................................................................. 19 Security Preferences...................................................................................................20 Change Password................................................................................................................. 20 Change Login ID................................................................................................................... 21 Challenge Code..................................................................................................................... 21 Secure Delivery..................................................................................................................... 22 Phishing Phrase.................................................................................................................... 23 Mobile Security Preferences......................................................................................24 Enabling Touch ID or Fingerprint Login............................................................................. 24 Enabling Passcode Authentication..................................................................................... 26 Disabling Passcode Authentication, Touch ID or Fingerprint Login............................... 27 Alerts Overview............................................................................................................28 Date Alerts............................................................................................................................. 29 Account Alerts....................................................................................................................... 30 History Alerts........................................................................................................................ 31 Online Transaction Alerts.................................................................................................... 32 Security Alerts Overview.............................................................................................33 Edit Delivery Preferences.................................................................................................... 33 Secure Message Overview. ........................................................................................34 Sending a Secure Message.........................................................................................35 Transaction Types Moving Money Overview............................................................................................36