Jefferson Bank Your Personal Guide to Online Banking

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Table of Contents Getting Started

New User Enrollment....................................................................................................8 Logging Off............................................................................................................................ 10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Asset Summary Overview................................................................................................... 15 Account Details Overview...........................................................................................16 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Account Settings..........................................................................................................20 Account Grouping.......................................................................................................21 Editing a Group Name......................................................................................................... 22 Deleting a Group.................................................................................................................. 22 Security Protecting Your Information......................................................................................23 General Guidelines............................................................................................................... 23 Login ID and Password........................................................................................................ 23 Fraud Prevention.................................................................................................................. 23 Security Preferences...................................................................................................24 Change Password................................................................................................................. 24 Change Login ID................................................................................................................... 25 Secure Delivery..................................................................................................................... 26 Mobile Security Preferences......................................................................................27 Enabling Touch ID or Fingerprint Login............................................................................. 27 Enabling Passcode Authentication..................................................................................... 29 Disabling Passcode Authentication, Touch ID or Fingerprint Login............................... 30 Enabling Face ID................................................................................................................... 31 Alerts Overview............................................................................................................32 Account Alerts....................................................................................................................... 33 History Alerts........................................................................................................................ 34 Online Transaction Alerts.................................................................................................... 35 Reminder............................................................................................................................... 36 Security Alerts Overview.............................................................................................37 Edit Delivery Preferences.................................................................................................... 37 Secure Message Overview. ........................................................................................38 Sending a Secure Message.........................................................................................39