4 Table of Contents Getting Started New User Enrollment ...................................................................................................6 Logging In.......................................................................................................................8 Logging Off .............................................................................................................................8 Resetting a Forgotten Password .................................................................................9 Retrieving a Forgotten Username.............................................................................11 Home Page Home Page Overview .................................................................................................12 Asset Summary Overview...................................................................................................14 Account Details Overview ..........................................................................................15 Quick Transfer.............................................................................................................17 Account Nickname......................................................................................................18 Details & Settings........................................................................................................19 Account Grouping.......................................................................................................20 Editing a Group Name.........................................................................................................21 Deleting a Group..................................................................................................................21 Security Protecting Your Information......................................................................................22 General Guidelines ..............................................................................................................22 Login ID and Password........................................................................................................22 Fraud Prevention .................................................................................................................22 Security Preferences...................................................................................................23 Change Password ................................................................................................................23 Change Login ID ...................................................................................................................24 Secure Delivery ....................................................................................................................25 Mobile Security Preferences......................................................................................26 Enabling Touch ID or Fingerprint Login ............................................................................26 Enabling Face ID...................................................................................................................28 Disabling Touch ID, Fingerprint, or Facial ID Login..........................................................29 Alerts Overview ...........................................................................................................30 Account Alerts ......................................................................................................................31 History Alerts........................................................................................................................32 Reminders.............................................................................................................................33 Transaction Alerts................................................................................................................34 Security Alerts Overview ............................................................................................35 Editing Delivery Preferences...............................................................................................35 Enabling and Disabling Push Notifications..............................................................36 Secure Message Overview .........................................................................................37 Sending a Secure Message ........................................................................................38
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