Oak View National Bank Personal Online Banking User Guide

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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 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 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 Move Money Overview...............................................................................................78 Bill Pay Enrollment......................................................................................................80

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