4 Table of Contents Getting Started New User Enrollment....................................................................................................8 Logging In.....................................................................................................................10 Logging Off............................................................................................................................10 Resetting A Forgotten Password...............................................................................11 Home Page Home Page Overview..................................................................................................13 Account Summary Overview...............................................................................................15 Account Details Overview...........................................................................................16 Quick Transfer.............................................................................................................18 Account Nickname......................................................................................................19 Details & 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 Enabling and Disabling Push Notifications..............................................................38
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