Advia Credit Union Quick & Easy Digital Banking Guide

4

Table of Contents Getting Started

New User Enrollment....................................................................................................7 Logging In.......................................................................................................................9 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 Secure Delivery..................................................................................................................... 22 Mobile Security Preferences......................................................................................23 Enabling Touch ID or Fingerprint Login............................................................................. 23 Enabling Passcode Authentication..................................................................................... 24 Disabling Passcode Authentication, Touch ID or Fingerprint Login............................... 26 Alerts Overview............................................................................................................27 Date Alerts............................................................................................................................. 28 Account Alerts....................................................................................................................... 29 History Alerts........................................................................................................................ 30 Online Transaction Alerts.................................................................................................... 31 Security Alerts Overview.............................................................................................32 Edit Delivery Preferences.................................................................................................... 32 Secure Message Overview. ........................................................................................33 Sending a Secure Message.........................................................................................34