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Calvin B. Taylor Mobile Banking Application Guide iPhone, Android and Web Browser 1 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

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Page 1: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Calvin B. Taylor Mobile Banking Application Guide

iPhone, Android and Web Browser

1 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 2: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Table of Contents: Getting Started ............................................................................................ 3 Logging In ............................................................................................. 6 Home…………………………………………………………….……………………………………….….7 Accounts………………………………………………………………………………………………..….8 Transactions ......................................................................................... 9 Transfers ............................................................................................ 10 Bill Pay ...................................................................................................... 11 Mobile Deposit ........................................................................................ 12 Alerts ....................................................................................................... 15 Locations .................................................................................................. 16

2 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 3: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Getting Started There are 2 ways to self-enroll: Online Banking or via Mobile App (iPhone/Android Users)

Online Banking:

Step 1: Log in to Online Banking

Step 2: Select Options > Mobile Settings > Mobile Web Settings

Step 3: Complete the fields and click Submit

a) Choose whether to receive enrollment, transfer, and payment confirmationsvia text message (If you select No, no notifications will be sent forenrollment, transfers, or Bill payments).

b) Enter mobile device Numberc) Select Wireless provider for your phone numberd) Select which accounts you would like to access via Mobile Web. At initial

enrollment the first account is automatically selected.

3 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

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Page 4: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Step 4: Review enrollment information. Read and check I accept these full terms and conditions. Click Confirm.

If text alerts were selected in the previous step, you will receive a confirmation text message with a URL to access the mobile web browser (if you do not wish to use the app).

https://www.airteller.com/taylorbank

4 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 5: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Enrolling through the Mobile App:

The Taylor Bank App can be downloaded by going to www.taylorbank.com, or directly from your device’s online store. Then follow the steps to enroll!

Apple Device

Android Device

Mobile Web Browser (Other Smart Devices)

https://www.airteller.com/smartphone/taylorbank

5 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 6: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Logging In Use same log in as Online Banking (Netteller ID and Password)

Who can use Self Enrollment?

Users who have previously logged into our Online Banking websitesuccessfully.

Users who are not being collected to reset their password.

APP Browser 6

Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 7: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

HomeHome is the initial screen for Mobile Banking and allows quick access to all application options. These options are:

• My Accounts• Transfer• Pay Bills• Deposits (available if you are setup for Mobile Deposit)• Alerts• Locations

(Android) (iPhone) Select Log Out to log out from the app. Select the question mark icon to access the Help screen.

7 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 8: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Accounts Accounts lists all of the accounts associated with the user, including deposit, credit, and loan accounts. Select an account to view specific transactions for that account.

8 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 9: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Transactions Select a transaction to see details about that specific transaction.

You may go as far back as your range is set in Online Banking.

7 days, 15 days, 30 days, ALL (4 months)

9 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 10: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Transfers Transfers allows you to transfer funds between accounts.

1. From the Home screen, select Transfers.2. Select Transfer From to choose the source account.3. Select Transfer To to choose the destination account.4. Select Transfer Amount to enter in the amount to be transferred.5. Select Transfer Date to choose the date of the transfer from the calendar.6. Select Submit to transfer funds.A confirmation screen appears. Select Make Another Transfer or Home Screen to continue.

10 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 11: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Bill Pay Pay bills through your mobile device from accounts connected to Mobile Banking.

1. From the Home screen, select Bill Payments.2. Select Payee to choose the payee from a list.3. Select Pay From Account to choose the account to pay the bill.Enter an amount to pay in

the Payment Amount field.4. Select Process Date to select a payment date from a calendar.

To add a personal memo, select Memo and enter your memo. 5. Select Submit.A payment confirmation screen appears after you've completed a successful

payment. Select Make Another Payment to start the process again, or select Home Menu.

11 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Comcast Cable

Page 12: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Mobile DepositDeposit checks from your mobile device to accounts connected to Mobile Banking. (This feature is only available through the App, not on the Mobile Browser.) Mobile carrier fees for message and data plans may apply. Mobile Deposit applicants are subject to approval.

Tips for depositing checks

• Ensure your check is properly filled out andlegible with a valid endorsement on the back.

• Make sure the entire check is shown in thecamera box and position your mobile device’scamera directly over the check to capture aclear image. Partial images will reject.

• Place the check on a clutter-free surfacepreferably with a background color thatcontrasts from the check.

• Review the check image. If it is blurry or notlegible, retake the image.

• Hold onto the check until you verify the fundshave been posted to your account.(Recommended minimum of 5 calendar days.)

• Permanently destroy the check after holdingperiod.

• Keep in mind that deposits made before 4pmwill be posted to your account the next businessday. Deposits made after 4pm will post on thesecond business day.

12 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 13: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Mobile Deposit (continued..)

Making a deposit 1. From the Home screen, select Deposits.2. Select Deposit a Check.3. Click on the “Check Front” spot and capture

a clear shot of the check front.4. Submit the image by selecting use or retake

the image if it is not legible.5. Repeat the process for the “Check Back”.6. Enter the amount of the check.7. Select the account in which you wish to

deposit the check.8. A confirmation will appear after your check

has successfully been deposited.

13 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 14: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Mobile Deposit (continued...)

Reviewing a Deposit 1. From the Home screen, select Deposits.2. Select Review Deposit.3. Your most recent deposit(s) will be displayed.4. Clicking on the deposit will bring up additional deposit details and allow you to view an

image of the check that was submitted.

14 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 15: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Alerts Alerts lists the current alerts created by the user in Online Banking. You can create multiple alerts for events such as statement availability and high account balance.

15 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 16: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Locations Locations allows you to search for branch and ATM locations on your device, either through a manual search based on Zip Code or City/State, or through use of the device's GPS.

16 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 17: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

Just tap on the branch you would like a location for and you will see the address, phone and atm and branch availability. You may also map directions and call from this screen.

17 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA

Page 18: Calvin B. Taylor Mobile Bankingb) Enter mobile device Number c) Select Wireless provider for your phone number d) Select which accounts you would like to access via Mobile Web. At

18 Application Guide – iPhone and Android Calvin B. Taylor Mobile Banking Revised 06/12/2014 KA