WCB Mobile Banking User Guide Mobile Banking User Guide Main Menu 1 My Accounts 2 Transfers ..... 3...

Preview:

Citation preview

WCB Mobile Banking User Guide

Main Menu ............................................1

My Accounts .........................................2

Transfers ............................................. 3

BillPay/Person to Person (P2P) ..... 4 - 5

Remote Deposit Anywhere (RDA) ........6

Manage Cards ......................................7

Alerts .....................................................8

Locations ............................................. 9

1

MainMenu

Usethismenuforquickaccesstoallapplicationoptions.TheaccountsscreenappearsbydefaultafterloggingontoWCBMobileBanking.Swiperightatanytimetoviewthemainmenu,orhitthemenubuttononthetopleft.

2

MyAccounts

Usethisoptiontoviewalltheassociatedaccountsincludingdepositandloanaccounts.Thisscreeninitiallyappearsuponlogon.Selectanaccounttoview:

• Specifictransactionsforthataccount.Selectatransactiontoseedetails.• Therunningbalanceinrelationtothetransactionamount.Therunningbalanceishiddenwhenthe

amountreturnedequals$0.00

3

TransfersUsethisoptiontotransferfundsbetweenaccounts.

TransferringFunds

1. Fromthemainmenu,selectthetransferoption.2. SelectTransferFromtochoosethesourceaccount.3. SelectTransferTotochoosethedestinationaccount.

a. Dependingonyourdestinationaccountchoice,youmayneedtochooseaPaymentType4. EntertheTransferAmount5. SelectTransferDatetochooseatransferdatefromthecalendar.6. SelectSubmit.

a. Aconfirmationscreenappears.

4

BillPay/Person-to-Person(P2P)UsethisoptiontopaybillsandpeoplethroughyourmobiledeviceusingaccountsconnectedtoWCBMobileBanking.

PayingBillsorPayingaPerson

1. Fromthemainmenu,selectthebillpayoption.2. SelectPayeetochoosethepayee.3. SelectPayFromAccounttochoosetheaccount.4. EnterthePaymentAmount.5. SelectProcessDatetochooseapaymentdatefromthecalendar.

a. Toaddapersonalmemo,selectMemo,andthenenteryourmemo.6. SelectSubmit.

a. Apaymentconfirmationscreenappearsafteryouhavecompletedasuccessfulpayment.

5

AddingaPayee

1. Fromthemainmenu,selecttheBillPayoption.2. SelectPayees3. Select+inthetoprightcorner.4. SelectdesiredPayeeType5. SelectdesiredPaymentMethod

a. SelectingbyEmailactivatedP2Pfunctionstomakefuturepaymentseasier6. Filloutrequiredinformation

a. BelowisanexampleofBycheck(right)ByEmail(right)

6

RemoteDepositAnywhere(RDA)Usethisoptiontodepositacheckintoyouraccountfromyourmobiledevice,orreviewpreviousdepositstoyouraccount.

DepositingaCheck

1. Fromthemainmenu,selecttheRDAoption.2. Selectthe+inthetoprightcorner.3. SelectFrontofChecktotakeapictureofthefrontofthecheckusingthemobiledevice'scamera.4. SelectBackofChecktotakeapictureofthebackofthecheckusingthemobiledevice'scamera.

a. Asignatureand‘ForDepositOnly’isrequiredbeforethecheckisaccepted.5. SelectDeposittotochoosewhichaccountyouwouldlikethechecktodepositinto.6. EntertheamountintheAmountfield.7. SelectSubmit.

7

ManageCardsUsethisoptiontoperformseveralactionsrelatedtoacard.Theseactionsinclude:

• ViewingaCardStatus• ActivatingaCard• ReportingaCardLostorStolen

Selectacardtoseethespecificactionsthatcanbeperformedforthatcard.

Toviewcard(s):

1) SelectPreferencesfromMainMenu2) SelectManageCards

8

AlertsUsethisoptiontoviewthecurrentalertscreated.

9

LocationsUsethisoptiontosearchforbranchandATMlocationsonyourdevice,eitherthroughamanualsearchbasedonZIPcodeandcity/stateorthroughyourdevice’sGPS.

Recommended