Murphy and Company Q2 4.2.2 Retail Sample Guide

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General Information

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1. You can view your Available Balance which is the current balance minus any pending transations and your Current Balance which is the amount your account starts with at the beginning of the business day. 2. For account transaction history, click the account name to view the Account Details screen. View transaction details by clicking the transaction. 3. To edit your account nickname click the icon and then click the checkmark. 4. To change the order in which your accounts appear, click and hold on an account name and drag and drop it to it’s new location. 5. To create a new group, click and hold the account your would like to put into a new group. Drag and drop the account to the group icon at the bottom of the screen. Add a new group nickname and click the checkmark. 6. To View Activity or send a Quick Transfer to an account. Click the two gray vertical lines to the right of an account name. 7. You can scroll through the account summaries by clicking Next or Previous at the bottom of the summary box. 8. The print button will print a quick summary of your current available funds in all accounts. 9. The chain icon allows you to link external accounts to your bank online banking. 10. Need an action done in a hurry? In the top right corner, you will notice options for easy access tools. These Quick Action options allow you to swiftly transfer money and view the money manager.

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