Oak View National Bank Personal Online Banking User Guide

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Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Password Security Check	17
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding a New Account	24
Adding an Account to Financial View	25
Adding an External Account	26
Transaction Challenge	27
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
Favorite Payees	36
Selecting Favorite Payees	36
Financial View	37
Initial Setup	37
Tagging Transactions	38
Splitting a Transaction	40
Financial View Dashboard	42
Spending by Category	43
Budget	45
Adding Budgets	46
Managing Budgets	47
Add a Budget Alert	49
Cashflow Overview	50
Add a Bill or Income	51
Configure Accounts	52
Bills and Income	53
Net Worth	54
Add an Unlinked Asset or Debt	55
Goals	56
Adding Goals	57
Save for Goals	57
Pay Off Goals	58
Add a Goal Alert	59
Managing Goals	60
Security	61
Protecting Your Information	61
General Guidelines	61
Login ID and Password	61
Fraud Prevention	61
Login Settings	62
Change Username	62
Change Password	63
Change Security Questions	64
Recent Logins	65
Mobile Security Preferences	66
Enabling Biometric Sign-In	66
Enabling PIN Login	67
Auto-Login	68
Alerts	69
Alerts Overview	69
Custom Alerts	70
Bill Pay Alerts	71
Security Alerts	72
Financial View Alerts	73
Turning Alerts On and Off	74
Editing or Deleting Alerts	75
Previous Alerts	76
Financial View Alerts	77
Move Money	78
Move Money Overview	78
Bill Pay Enrollment	80
Adding a Payee	82
Person to Person Payee	82
Bill Pay Payee - Company	84
Bill Pay Payee - Individual	86
Favoriting a Payee	89
Editing a Payee or External Account	90
Deleting a Payee or External Account	91
New Transaction	92
Transferring Money Between Your Accounts	92
Making a Loan Payment	94
Transferring Money to Another Person (P2P)	96
Making a Bill Pay Payment - Company - Standard Delivery	98
Making a Bill Pay Payment - Company - Rush Delivery	100
Making a Bill Pay Payment - Individual	102
Editing Transfers/Payments	104
Deleting Transfers/Payments	105
Deposit Checks	106
Remote Deposit	106
Manage Cards	107
Turn Card On or Off	107
Card Name	108
Card Alert	109
Temporary Spending Limit Increase	110
Change PIN	111
Report Lost or Stolen Card	112
Travel Notification	113
Enable Automatic On/Off	115
Google Pay/Apple Pay	117
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
Document Enrollment	127
Viewing Documents	128
Stop Payment	129
Single Check	129
Multiple Checks	131
ACH	133
Settings	136
Contact Settings	136
Adding a New Phone	136
Editing a Phone	137
Deleting a Phone	138
Editing an Email Address	139
Sub-Users	140
Sub-Users Overview	140
Sub-User Overview	141
Adding a New Sub-User	142
Editing a Sub-User	145
Part 1: Editing Sub-User Access	146
Part 2: Editing Sub-User Limits	147
Deleting a Sub-User	149

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