Mobiliti. 4.1 Training Guide for Retail Online User Training Guide

Transcription

1 Mobiliti 4.1 Training Guide for Retail Online User Training Guide October 2014

2 2014, Inc. or its affiliates. All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the agreement under which it was furnished. Any other use, duplication, or dissemination without the prior written consent of, Inc. or its affiliates is strictly prohibited. The information contained herein is subject to change without notice. Except as specified by the agreement under which the materials are furnished,, Inc. and its affiliates do not accept any liabilities with respect to the information contained herein and are not responsible for any direct, indirect, special, consequential or exemplary damages resulting from the use of this information. No warranties, either express or implied, are granted or extended by this document.

3 Contents Mobiliti... 1 Introduction... 1 Text Messaging Service (SMS)... 1 Mobile Web Browser Service (WAP)... 2 Downloadable Application Service (App)... 2 Security... 4 Device Fingerprinting... 4 Security Challenge Questions... 5 Enroll in Mobiliti... 6 Enrollment through Retail Online... 6 Mobiliti Main Menu Request a New Activation Code Add a Mobile Device Change a Mobile Phone Number Change Mobiliti Services Remove a Mobile Device Change Mobiliti Account Access Change a Time Zone Text Message (SMS) Service Introduction View Account Balances View Account Transaction History View ATM Locations View Branch Locations Locate an ATM and a Branch Find a Key Word Mobile Browser Service Introduction Request a Link to the Mobiliti Website Log On Main Menu Account Balances Account Details and Transaction History View ATM or Branch Locations Downloadable Mobiliti TouchBanking Application Introduction Request a Link to Download the Mobiliti TouchBanking Application i

4 Download the Mobiliti TouchBanking Application Log On Main Menu Accounts Summary Account Details and Transaction History Downloadable Mobiliti: Tablet Application Introduction Log On Home Page Calculator Calendar Locations More Accounts Summary Account Transaction History Application Payments Change or Cancel a Payment Transfers Mobile Deposit Log Out Message Alerts View Message Alerts Pay Bills Make a Payment Change or Cancel Payment Pay an ebill Transfer Money Popmoney Introduction Send Money Receive Money Appendix Appendix A - Mobiliti Services Indicator in Customer Source SM for Cleartouch Appendix B - Mobiliti Certified Device List Phone Channel Tablet Channel Appendix C Access Mobiliti Certified Device List from Collaborative Care Center (C3) ii

5 Mobiliti Mobiliti Introduction Mobiliti enables a Retail Online customer of a financial institution to access their accounts and perform a variety of banking functions from the convenience of a mobile device, such as a cell phone or tablet. There are four primary modes of mobile access: SMS Text Messaging Mobile browser Downloadable applications Mobiliti application Mobiliti: Tablet Text message alerts If a financial institution supports the Mobiliti application, retail customers can enroll using Retail Online. The only other requirement for use of Mobiliti is a mobile device. Once enrolled, a retail customer can use their mobile device to view account balances, initiate funds transfer between accounts, and view transaction history, transaction details, and account alerts. Text Messaging Service (SMS) Short Message Service (SMS) text messaging service uses text messages to obtain account-specific information to deliver to a mobile device. Customers can use text messaging service to respond to text messages initiated by the financial institution, such as authorizing a transaction. Use SMS text messaging service to: Check account balances Review recent account activity Locate ATM locations Find branch locations To use the SMS text message service, the mobile device must be able to send and receive text messages. Most mobile devices are capable of sending and receiving text messages, so the phone is most likely compatible with Mobiliti. Some mobile service carriers charge for outgoing text messages or for each message sent and received. October

6 Mobiliti SMS Text Messaging offers the following conveniences: Works on all phones supporting text message commands No application or data plan is required No product logon or password Text commands are simple Works with most U.S. mobile service carriers Mobile Web Browser Service (WAP) Use the mobile browser service to: Check account balances Review recent account activity Submit bill payments Pay ebills Change and cancel pending payments Transfer money between accounts Find ATMs and branch locations To use the mobile browser service, the mobile device must have an Internet browser and may require a data service plan. Access the Mobiliti website using the link sent during the enrollment process. Downloadable Application Service (App) Use a downloadable Mobiliti application service to: Check account balances Review recent account activity Submit bill payments Pay ebills Change and cancel pending payments Transfer money between accounts Find ATM and branch locations To use a Mobiliti downloadable application, the mobile device must have an operating system that supports application downloads, and may require a data service plan. For Mobiliti: Tablet, download the Mobiliti application using the App Store download button. For TouchBanking, download the Mobiliti application using the Google Play or App Store download buttons, or enter a mobile device number to download from a link sent via a text message during the enrollment process. October

7 Mobiliti The Mobiliti application offers the following conveniences: Supports a rich end-user experience Works on all smartphones such as the iphone and Android Bill Pay integration with CheckFree Supports ATM/Branch Locator Works with most U.S. mobile service carriers October

8 Security Security Device Fingerprinting To comply with Federal Financial Institutions Examination Council (FFIEC) guidelines, complex device fingerprinting is used for mobile browser banking to further enhance the security of Mobiliti. Device fingerprinting is a process in which non-personal attributes and characteristics of the user s device are collected during the authentication request. When any single attribute of the device changes, Mobiliti leverages the multi-factor authentication (MFA) system, if used by the financial institution, to present the user with security challenge questions. October

9 Security Security Challenge Questions Users can be presented with multi-factor authentication (MFA) security challenge questions when performing money movement transactions in mobile browser banking, downloadable apps (TouchBanking), and Mobiliti: Tablet. Money movement transactions include: Transfers Pay a bill or biller Edit a bill payment Delete a bill payment Mobile Deposit You can enable or disable MFA security challenge questions by transaction type. For example, enabled for transfers, but disabled for bill pay, edit/delete bill payments and Mobile Deposit. When enabled for a transaction type, questions appear after the payment confirmation page, and before the transaction results page. If a user exceeds the maximum number of allowed attempts for answering an MFA security challenge question, the transaction is cancelled and the user is automatically logged off Mobiliti. Requirements To use security challenge questions, the financial institution must currently offer MFA with Retail Online, and users must have security challenge questions established. By default, the use of security challenge questions is disabled. Please contact client services to enable security challenge questions. October

10 Enroll in Mobiliti Enroll in Mobiliti Enrollment through Retail Online Retail Online customers can enroll in Mobiliti through the financial institution s Retail Online website. When the customer logs on to Retail Online, the first time that Mobiliti is enabled for the financial institution, the opportunity to enroll appears. If the customer does not initiate the enrollment from the Welcome to Mobile Banking page, the customer can click the Enroll Now button in the Mobile Banking Profile section on the Options tab in Retail Online to enroll at any time. To be reminded to enroll in Mobiliti at a later time: On the Welcome to mobile Banking page, click Ask Me Later. To not enroll in Mobiliti: On the Welcome to mobile Banking page, click Decline. To enroll in Mobiliti: 1. Log on to Retail Online. The Welcome to Mobile Banking page appears. 2. Click Enroll Now. October

11 Enroll in Mobiliti The Retail Online Home Terms and Conditions page appears in a separate window. 3. Select the I accept these Terms and Conditions check box. 4. When the Continue button appears, click Continue. October

12 Enroll in Mobiliti The Select Services page appears. The Select Services page is dynamic and only displays applications (channels) and features (services) offered by the financial institution. Each financial institution offering TouchBanking is assigned a default App Code, for example 1stFinancial. Customers use the code to activate the TouchBanking application after downloading it. Financial institutions can customize the App Code by submitting a TouchBanking App Code Branding Request to. October

13 Enroll in Mobiliti 5. Complete one or more of the following: To download the TouchBanking application: a. From the Downloadable Apps section, click the App Store or Google Play button, according to the platform used by the device. You can also enter a mobile phone number in the box and click Send to send the download link via a text message. b. On the Download the Application page, click Return to Selected Services. c. Complete the download process. October

14 Enroll in Mobiliti To download the Mobiliti: Tablet application a. From the For your tablet section, click the App Store or Google Play button. Currently, this solution is offered for ipad and Android tablet devices only. Since ipad and Android are offered as a custom-branded app, financial institutions users can download directly from the Apple itunes store of Amazon Google Play store on the device. An ipad is used to illustrate the process. b. On the itunes Preview page, click View in itunes. The App Store - Finance page appears. c. Click the Free App button. d. Complete the download process. October

15 Enroll in Mobiliti 6. On the Select Services page, select one or more Other Services check boxes for corresponding services to apply to the mobile device. 7. Click the Continue button. The Account Selection and Configuration page appears. 8. From the Time Zone list, select a time zone. 9. Select one or more Eligible Accounts check boxes for corresponding accounts to access through Mobiliti. Accounts can be added and deleted at any time after enrollment. 10. For selected accounts, in the Mobile Banking Nickname box, type a texting nickname (maximum 10 alphanumeric characters). The texting nickname is a unique identifier for the account used in text messages. recommends entering a short nickname that is easily identifiable within a text message. If a texting nickname is not entered, the numeric digits shown in the Eligible Accounts list default. 11. Click Continue. October

16 Enroll in Mobiliti The Other Services page displays. 12. In the Mobile Phone Number box, type the mobile phone number. 13. Click Continue. A text message is sent to the mobile phone number entered. 14. From the text message, make note of the activation code. The display varies depending on the type of mobile phone. October

17 Enroll in Mobiliti The Enter Activation Code page appears. 15. On the Enter Activation Code page, in the Activation Code box, type the activation code received on the mobile device. 16. Click Activate. Activation codes expire after a period of time, such as 24 hours, as specified by the financial institution. If an activation code is typed incorrectly, the customer must contact the financial institution for assistance. A confirmation message appears on the Important Information page. October

18 Enroll in Mobiliti The newly activated mobile device receives a text message with a short code that customers use to conduct mobile banking activities through the text messaging service. The mobile banking site is sent to a financial institution customer s registered device during enrollment to Mobiliti via Retail Online. Bookmark the Smartlink URL for easy access. The Smartlink contains an encrypted value that identifies the customer s Retail Online logon credentials. Use this link to log on to Mobiliti to access a secure login with entry of only the Retail Online password. Separate text messages are sent for each enrolled service (SMS, Mobile Browser, and Mobile APP). Display varies depending on type of phone. Text Message Examples SMS Mobile Browser Downloadable Application October

19 Enroll in Mobiliti To display a features comparison chart: Complete one of the following: Scroll down below the Continue button on the Select Services page to view the Compare Services area at the bottom of the page (not shown previously) Or a. To open in a separate window, click the Not Sure? Click here to compare services link near the top of the page. b. To return to the Select Services page, click the Close (X) button. October

20 Mobiliti Main Menu Mobiliti Main Menu Once enrolled in Mobiliti, the customer can use the Main Menu to view and update options. To access the Main Menu: On the Options page in Retail Online, click Manage Device(s). From the Mobiliti Main Menu, access the following tasks: Add a new phone number. Change the phone number for a mobile device. Change Mobiliti services. Remove a phone number from Mobiliti. Download the Mobiliti application. Request a link to the Mobiliti website. Modify accounts accessible in Mobiliti. Change your time zone. October

21 Mobiliti Main Menu Request a New Activation Code The customer can request a new activation code from Mobiliti if it expires or is not received. Activation codes expire after a financial institution-defined period of time, such as 24 hours. To request a new activation code: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

22 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, click Get a new activation code. 4. Click Go. An activation code is sent to the mobile device via a text message. October

23 Mobiliti Main Menu Add a Mobile Device After initial enrollment in Mobiliti, a retail customer can add additional mobile devices to the account. For example, a customer may want to register their personal phone as well as their business phone. A phone number can only be associated with one Retail Online record. To add an additional mobile device: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

24 Mobiliti Main Menu The Mobiliti Main Menu page displays. 3. On the My Devices tab, click Add New Device. The Other Services page displays. 4. In the Mobile Phone Number box, type the mobile phone number. 5. Click Continue. A text message is sent to the mobile phone number entered. October

25 Mobiliti Main Menu The Select Services page appears. Only a portion of the page is shown. 6. Select one or more Other Services check boxes to apply to the mobile device. 7. Click Continue. October

26 Mobiliti Main Menu The Enter Activation Code page displays. 8. In the Activation Code box, enter the activation code received on the mobile device. Activation codes expire after a period of time, such as 24 hours, as specified by the financial institution. If an activation code is typed incorrectly, the customer must contact the financial institution for assistance. 9. Click Activate. A confirmation message appears on the Important Information page. 10. To display the Mobiliti Main Menu page, click Go to Mobile Banking Main Menu. The newly activated mobile device receives a text message with a short code that customers use to conduct mobile banking activities through the text messaging service. Separate text messages are sent for each enrolled service (SMS, Mobile Browser, and Mobile APP). October

27 Mobiliti Main Menu To display a features comparison chart: Complete one of the following: Scroll down below the Continue button on the Select Services page to view the Compare Services area at the bottom of the page (not shown previously) Or a. To open in a separate window, click the Not Sure? Click here to compare services link near the top of the page. b. To return to the Select Services page, click the Close (X) button. October

28 Mobiliti Main Menu Change a Mobile Phone Number If the phone number for a mobile device changes at any time after enrolling in Mobiliti, the customer can change the phone number. If the mobile device carrier is changed, for example, from Verizon Wireless to AT&T, the retail customer must deregister and reregister the mobile device. To change a mobile device phone number: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

29 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, select Change my phone number. 4. Click Go. The Other Services page appears. 5. In the Mobile phone number box, type the new phone number to replace the current phone number. 6. Click Continue. October

30 Mobiliti Main Menu The Select Services page appears. 7. Select one or more Other Services check boxes to apply to the mobile device. 8. Click Continue. A text message is sent to the mobile phone number entered. The Enter Activation Code page appears. 9. In the Activation Code box, type the activation code received on the mobile device. Activation codes expire after a period of time, such as 24 hours, as specified by the financial institution. If an activation code is typed incorrectly, the customer must contact the financial institution for assistance. 10. Click Activate. A confirmation message appears on the Important Information page. 11. To display the Mobiliti Main Menu page, click Go to Mobile Banking Main Menu. The newly activated mobile device receives a text message with a short code that customers use to conduct mobile banking activities through the text messaging service. Separate text messages are sent for each enrolled service (SMS, Mobile Browser, and Mobile APP). October

31 Mobiliti Main Menu Change Mobiliti Services Retail customers can change the way they access Mobiliti any time after initial enrollment. For example, if a data plan was added to the mobile device, the customer may elect to use the mobile browser or downloadable application. To change access methods for a mobile device: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

32 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, select Change my Mobile Banking services. 4. Click Go. The Select Services page appears. 5. Select one or more Other Services check boxes to apply to the mobile device. 6. Click Continue. A text message is sent to the mobile phone number entered. October

33 Mobiliti Main Menu The Enter Activation Code page appears. 7. In the Activation Code box, type the activation code received on the mobile device. Activation codes expire after a period of time, such as 24 hours, as specified by the financial institution. If an activation code is typed incorrectly, the customer must contact the financial institution for assistance. 8. Click Activate. A confirmation message appears on the Important Information page. 9. To display the Mobiliti Main Menu page, click Go to Mobile Banking Main Menu. The newly activated mobile device receives a text message with a short code that customers use to conduct mobile banking activities through the text messaging service. Separate text messages are sent for each enrolled service (SMS, Mobile Browser, and Mobile APP). October

34 Mobiliti Main Menu Remove a Mobile Device A retail customer can remove a mobile device from their Mobiliti account at any time. Removing the only mobile device associated with a Mobiliti account cancels customer enrollment in Mobiliti. To remove a mobile device: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

35 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, select Stop using this device for Mobile Banking. 4. Click Go. If this is the only phone registered for mobile banking, the Stop Using This Phone page appears. 5. To stop using mobile banking, click Yes. A confirmation message appears. To re-enroll in Mobiliti at any time, in Retail Online, click Options, and Enroll Now. October

36 Mobiliti Main Menu Change Mobiliti Account Access At any time after enrolling in Mobiliti, a retail customer can add and delete accounts that are available in Mobiliti. To change accessible accounts in Mobiliti: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

37 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. Click the My Accounts tab. The My Accounts page appears. 4. Select one or more Eligible Accounts check boxes for corresponding accounts to access through Mobiliti. 5. For selected accounts, in the Mobile Banking Nickname box, type or modify a texting nickname (maximum 10 alphanumeric characters). The texting nickname is a unique identifier for the account used in text messages. recommends entering a short nickname that is easily identifiable within a text message. If a texting nickname is not entered, the numeric digits shown in the Eligible Accounts list default. 6. Click Update Accounts. A confirmation message appears confirming successful update to the accounts. October

38 Mobiliti Main Menu Change a Time Zone The time zone in which a phone registered to Mobiliti is located can be changed as needed. For example, a customer may be on vacation in, or relocates to, a different area of the U.S. or Canada. To change time zones: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

39 Mobiliti Main Menu The Mobiliti Main Menu page appears. 3. Click the My Profile tab. The My Profile page appears. 4. From the Time Zone list, select the time zone. 5. Click Update. A confirmation message appears to indicate a successful update. October

40 Text Message (SMS) Service Text Message (SMS) Service Introduction Short Message Service (SMS) text messaging provides account-specific information (such as available balance and transaction history) to a customer s mobile device and to the financial institution account. SMS works on all phones supporting text message commands. No application or data plan is required. It uses simple text commands and works with most U.S. mobile service carriers. There are no product logon names or passwords. Mobile banking customers retrieve account information by texting short phrases to a 5-digit financial institution number, which is included in their activation text message. Examples: HIST CK1 - History for a checking account with a nickname of CK1 BAL CK1 Balance request for a checking account with a nickname of CK1 ATM Locate an ATM by ZIP Code BRANCH Silver Springs, MD - Locate Branches by sending address information October

41 Text Message (SMS) Service View Account Balances In Mobiliti, a customer can view account balances using text messaging for one or all accounts set up for mobile banking. To view account balance information using text messaging: Text Bal or Balance to the financial institution s message number that was received with activation. Add an account nickname after the key word to view the balance for a specific account only. The Balance Response is sent to the mobile phone. The display varies depending on type of phone. Message Number Request Response In this example the financial institution message number is and the institution name is abbreviated as Ctb1. October

42 Text Message (SMS) Service View Account Transaction History In Mobiliti, a customer can view account transaction history using text messaging for any accounts set up for mobile banking. To view account transaction history: 1. Text Hist and the nickname of the desired account to the financial institution s message number that was received with activation. The History Response is sent to the mobile device. The display varies depending on type of phone. Message Number Request Response Next Reply Response 2. To request additional transactions for the account, reply Next. Repeat as needed. The dates displayed are based on options selected by the financial institution during implementation. In this example the financial institution message number is and the institution name is abbreviated as Ec1. The account nickname is 15. October

43 Text Message (SMS) Service View ATM Locations In Mobiliti, a customer can easily view locations of nearby ATMs using text messaging. To view ATM locations: Text ATM and a ZIP Code or a city and state to the financial institution s message number that was received with activation. The ATM Locator Response is sent to the mobile device. The display varies depending on type of phone. In this example, the financial institution message number is and the ZIP Code used is October

44 Text Message (SMS) Service View Branch Locations In Mobiliti, a customer can easily view locations of nearby branches of the financial institution using text messaging. To view branch locations of the financial institution: Text Branch and the ZIP Code or city and state to the financial institution s message number that was received with activation. The Branch Locator Response is sent to the mobile device. The display varies depending on type of phone. In this example, the financial institution message number is and the ZIP Code used is October

45 Text Message (SMS) Service Locate an ATM and a Branch A customer can easily locate an ATM and branch location in one request. To search for ATM and branch locations of the financial institution: Type Both and the ZIP Code, or city and state. The ATM and Branch Locator Response is sent to the mobile device. The display varies depending on type of phone. October

46 Text Message (SMS) Service Find a Key Word A customer can access a list of all acceptable key words to use in a message request. To request a list of all key words: Text HELP to the financial institution s message number that was received with activation. Customers registered for Mobiliti with multiple financial institutions are required to include the abbreviated financial institution name with the key word HELP. The Help Response is sent to the mobile device. October

47 Mobile Browser Service Mobile Browser Service Introduction Mobile Browser (Wireless Application Protocol or WAP) service uses the wireless Internet browser on the mobile device to perform transactions, make payments, locate ATMs, and more. Mobiliti WAP service automatically times out after 15 minutes of inactivity. October

48 Mobile Browser Service Request a Link to the Mobiliti Website During enrollment to Mobiliti, if the customer selects the Mobile Browser service, a text message is sent to the mobile device containing a unique URL for Mobiliti. Please refer to the Enrollment through Retail Online section for more information. If the original message cannot be found, the retail customer can request another text message. To request a link to the Mobiliti Website: 1. Log on to Retail Online, and click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

49 Mobile Browser Service The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, select Get a link to the Mobile Banking website. 4. Click Go. The Get a Link to the Mobile Banking Website page appears. 5. Click Get Link. A confirmation message appears to indicate that a text message containing a link to the Mobiliti Website was sent to the mobile device. 6. To display the Mobiliti Main Menu page, click Go to Mobile Banking Main Menu. October

50 Mobile Browser Service Log On To log on to the mobile banking browser: 1. To access the mobile banking site, click the URL sent with activation. The display varies depending on type of phone. 2. Tap Log In. The Log In to Your Account page appears. 3. If the Security Image is accurate, type the Retail Online password, and then tap Log In. If the customer uses the Implicit Registration link for access, the customer must also type the user name. The Main Menu appears. October

51 Mobile Browser Service Main Menu Available options on the Main Menu vary by financial institution. The display varies depending on type of phone. October

52 Mobile Browser Service Account Balances Use the View Accounts function to display a list of all accounts and balances selected for access in Mobiliti. To view account balances: The display varies depending on type of phone. From the Mobiliti Main Menu, tap View Accounts. The Account Balances page appears. October

53 Mobile Browser Service Account Details and Transaction History To view account details and history for an account: 1. From the Mobiliti Main Menu, tap View Accounts. The display varies depending on type of phone. The Account Balances page appears. 2. Tap an account. October

54 Mobile Browser Service The Account Details page appears. 3. To view transaction history for the account, tap Transactions. October

55 Mobile Browser Service The Transaction History page appears. 4. Complete one of the following: To view the next or previous transaction, tap the Next or Prev buttons. To display the Transaction History page, tap the Back button. To display the Mobiliti Main Menu, tap the Menu button. October

56 Mobile Browser Service View ATM or Branch Locations Use Mobiliti to view the locations of nearby ATMs and branch locations of the financial institution. To locate an ATM or branch: 1. From the Mobiliti Main Menu, tap Find ATM/Branch. The display varies depending on type of phone. October

57 Mobile Browser Service The ATM & Branch Search page appears. 2. Tap Search by Current Location or Search by Address. 3. Type necessary search criteria. The Search Results page appears. 4. Tap a location. October

58 Mobile Browser Service The Location Detail page appears. 5. To display the next page of Location Detail, tap Next. 6. To view a map of the ATM or Branch Location, tap Map It. A map of the ATM or Branch location displays on the mobile device. 7. To display the Mobiliti Main Menu page, tap the Menu button. October

59 Downloadable Mobiliti TouchBanking Application Downloadable Mobiliti TouchBanking Application Introduction The downloadable Mobiliti TouchBanking application installs software directly to the customer s mobile device. Use the application to log on using multifactor authentication (MFA) to receive real-time balances, view account information, and perform funds transfers. Mobiliti downloadable application service automatically times out after 5 minutes of inactivity. Users can download TouchBanking directly from App stores. To activate the newly installed App, the customer uses the existing Retail Online credentials and the financial institution s unique App Code. This download and activation process for TouchBanking allows for simpler and quicker registration for customers, eliminating the need for download and activation text messages. October

60 Downloadable Mobiliti TouchBanking Application Request a Link to Download the Mobiliti TouchBanking Application If the customer selects the Downloadable Application service during enrollment to Mobiliti, a text message is sent to the mobile device containing a link to download the Mobiliti application. If the original message cannot be found, the retail customer can request another text message. To request a link to download the Mobiliti TouchBanking application: 1. Log on to Retail Online, and then click Options. The Options page appears. 2. From the Mobile Banking Profile area, click Manage Device(s). October

61 Downloadable Mobiliti TouchBanking Application The Mobiliti Main Menu page appears. 3. On the My Devices tab, from the I want to list, select Download the application. 4. Click Go. The Download the Application page appears. 5. Click Download. A confirmation message appears to indicate that a text message containing a link to download the Mobiliti application was sent to the mobile device. 6. To display the Mobiliti Main Menu page, click Go to Mobile Banking Main Menu. October

62 Downloadable Mobiliti TouchBanking Application Download the Mobiliti TouchBanking Application To download the Mobiliti TouchBanking application: 1. Locate the text message on the mobile device. 2. Tap the download mobile banking link. The TouchBanking App appears on the Home page. October

63 Downloadable Mobiliti TouchBanking Application Log On To log on to the Mobiliti application: 1. Locate the TouchBanking application on the mobile device home page. The display varies depending on type of phone. 2. Tap TouchBanking. The Log In page appears. 3. If the Security Image is correct, type the Retail Online password, and then click Log In. The Mobiliti Main Menu page appears. October

64 Downloadable Mobiliti TouchBanking Application Main Menu Available options on the Main Menu vary by financial institution. The following illustrates an Accounts Summary and menu. The display varies depending on type of phone. An iphone was used for this illustration. October

65 Downloadable Mobiliti TouchBanking Application Accounts Summary The Accounts Summary page displays a list of all accounts and their balances. The display varies depending on type of phone. From the Mobiliti Main Menu, tap Accounts. A list of accounts and their balances appears. October

66 Downloadable Mobiliti TouchBanking Application Account Details and Transaction History To display Account details: 1. From the Accounts Summary page, tap an account. The Account Details page appears. The display varies depending on type of phone. 2. To display a list of transactions, tap Transaction History. The Transactions page appears. October

67 Downloadable Mobiliti: Tablet Application Downloadable Mobiliti: Tablet Application Introduction Mobiliti: Tablet is much like the mobile application, only on a larger scale to accommodate the tablet device user experience. To use the tablet application, the customer must be a registered Retail Online user and possess an ipad, ipad mini, or Android tablet. Mobiliti: Tablet is currently only available for ipad and select Android tablet devices. Please refer to Appendix B Mobiliti Certified Device List. To register for Mobiliti: Tablet, customers are either redirected to the Apple Store or Google Play from the financial institution s Internet banking site, or customers can also go directly to the Apple Store or Google Play to download the financial institution s custom-branded tablet application onto their ipad or Android tablet. Similar to a mobile device, a customer must use Retail Online to view check images, make biller profile edits, create automatic payments, and create Popmoney contacts. October

68 Downloadable Mobiliti: Tablet Application Log On To log on to the Mobiliti: Tablet application: 1. From the tablet, tap the Mobiliti: Tablet application. The appearance of the application icon varies depending on custom branding by the financial institution. The Log In page appears. 2. If the Security Image is correct, type the Retail Online password and then tap Log In. The Mobiliti: Tablet home page appears. October

69 Downloadable Mobiliti: Tablet Application Home Page Available options on the top navigation bar vary by financial institution. The top navigation bar may include the following menu options: Accounts Tap Accounts to display registered accounts in the Accounts area. Then select a specific account to view details for the account. Transfers Tap Transfers to transfer funds from one account to another. Payments Tap Payments to make payments to existing billers (Companies and Bills) and personal payees (Popmoney People). Deposits Tap Deposits to make mobile deposits or view deposit history. The bottom navigation bar provides access to: Calculator Tap Calculator to display a standalone calculator tool. Calendar Tap Calendar to display a standalone calendar tool. Locations Tap Locations to find ATM locations More Tap More to view Terms and Conditions and About Mobile Deposits. October

70 Downloadable Mobiliti: Tablet Application Calculator Use the Calculator option to access a standalone calculator for convenience. To access the standalone calculator, from the bottom navigation bar, tap Calculator. The data from this tool does not link to the Mobiliti application. October

71 Downloadable Mobiliti: Tablet Application Calendar Use the Calendar option to access a standalone calendar for convenience. To access the standalone calendar, from the bottom navigation bar, tap Calendar. The data from this tool does not link to the Mobiliti application. October

72 Downloadable Mobiliti: Tablet Application Locations Use Mobiliti: Tablet to view nearby ATMs and branch locations of the financial institution. To search for ATM and/or branch locations: 1. From the bottom navigation bar, tap Locations. The Locations page appears. 2. To search for ATMs, branch locations or both, tap ATMs, Branches, or Both. A list of locations appears based on the search selection type. October

73 Downloadable Mobiliti: Tablet Application More You can access the financial institution Terms and Conditions and About Mobile Deposits. From the bottom navigation bar, tap More. The About Mobile Deposits option only appears when the financial institution implements Mobile Deposit. October

74 Downloadable Mobiliti: Tablet Application Accounts Summary To display a list of all registered accounts and balances: From the Mobiliti: Tablet menu, tap Accounts. The Summary page appears with a list of accounts and balances. The first account in the list is automatically selected, and the transaction history for that account appears on the right side of the page. October

75 Downloadable Mobiliti: Tablet Application Account Transaction History To display a list of transactions for a registered account: 1. From the Mobiliti: Tablet menu, tap Accounts. The Summary page appears with a list of accounts and their balances. The first account in the list is automatically selected and the transaction history for that account appears on the right side of the page. 2. To display the transaction history, from the Accounts list, tap an account. October

76 Downloadable Mobiliti: Tablet Application Application Payments Registered bill pay customers can make payments to existing billers and personal payees using the Payments option. The two options available are Companies & Bills and Popmoney People. To make changes to a payee or a pay people contact, use Retail Online. Recurring bill payments must also be set up in Retail Online. Use Companies & Bills to pay existing billers, or to review, edit, or cancel scheduled payments. For information about paying personal payees using the Popmoney People function, please refer to the Popmoney section of this guide. To pay an existing biller: 1. From the Mobiliti: Tablet menu, tap Payments. The Payments meu appears. 2. Tap Companies & Bills, and then tap Pay. October

77 Downloadable Mobiliti: Tablet Application The Pay Companies & Bills page appears. 3. Tap From account and select an account. 4. Tap Payment To and select the biller. 5. Tap Amount and type the payment amount. 6. Tap Payment Date and select a date for the payment. 7. Tap Schedule Payment. A confirmation message displays. 8. Swipe to confirm the payment, or to cancel the payment, tap Cancel. October

78 Downloadable Mobiliti: Tablet Application Change or Cancel a Payment To change or cancel a scheduled payment: 1. From the Mobiliti: Tablet menu, tap Payments. The Payment menu appears. 2. Tap Companies & Bills, and then tap Scheduled. October

79 Downloadable Mobiliti: Tablet Application The Scheduled Bills page appears with a list of scheduled bills. The first scheduled bill in the list is automatically selected and payment details display on the right side of the page. 3. To display payment details, from the Scheduled Bills list, tap a payment. 4. If necessary, complete one of the following: To make changes, tap Edit. To cancel a payment, click Delete. October

80 Downloadable Mobiliti: Tablet Application Transfers Use the Transfers option on the Mobiliti: Tablet menu to transfer funds from one account to another. To transfer funds: 1. From the Mobiliti: Tablet menu, tap Transfers. The Transfers page appears. 2. Tap From account and select the funding account to debit. 3. Tap To account and select the funding account to credit. 4. In the Amount box, type the amount of the transfer. 5. Tap Transfer Now. October

81 Downloadable Mobiliti: Tablet Application A confirmation message appears. 6. Slide to confirm the transfer, or to cancel the transfer, tap Cancel. A confirmation message appears to confirm transfer success. October

82 Downloadable Mobiliti: Tablet Application Mobile Deposit Use the Deposits option on the Mobiliti: Tablet menu to make deposits or view deposit history. If the tablet does not have a camera, the Mobile Deposit feature cannot be used. To make a mobile deposit: 1. From the Mobiliti: Tablet menu, tap Deposits. The Deposits page appears. 2. Tap To account, and select the account to credit. 3. In the Amount box, type the amount of the deposit. 4. In the Check Front section, tap Take Photo. October

83 Downloadable Mobiliti: Tablet Application A Photo dialog box appears. 5. Take a picture of the front of the check. 6. When the picture is taken, close the window. 7. From the Deposits page, tap Check Back Take Photo. A Photo dialog box appears. 8. Take a picture of the back of the check. 9. When the picture completes, close the window. October

84 Downloadable Mobiliti: Tablet Application A confirmation message appears to confirm the deposit. 10. Slide to confirm the deposit, or to cancel the deposit, tap Cancel. A confirmation message appears to confirm the pending deposit. October

85 Downloadable Mobiliti: Tablet Application Log Out To log out of a Mobiliti: Tablet Application: 1. Go to any Mobiliti: Tablet page. 2. From the Mobiliti: Tablet top navigation bar, tap Logout. A confirmation message appears. 3. To log off, tap Logout. To remain logged on, tap Cancel. October

86 Message Alerts Message Alerts View Message Alerts A financial institution must use Event Manager 1.4 or higher to provide the Text Message Alerts option for customers. An alert is a system generated message based on criteria the customer defines for an account in Retail Online. When a situation occurs that matches predefined criteria for the account, the customer receives an alert message. For example, the customer may want a notification every time the balance of their checking account falls below $500. If customer sets up an alert for that checking account, when the balance of the checking account drops to $ or lower, the customer receives an online message in Retail Online. Depending on the message options available through the financial institution, the customer can also elect to receive alerts as text messages on their mobile device. The customer views the message as they do any other text message received on their mobile device. October

87 Pay Bills Pay Bills Make a Payment Use Mobiliti to submit bill payments through either the mobile browser or the downloaded application. To submit a bill payment: 1. Use the Internet browser on the activated mobile device to access the link to the Mobiliti Website. 2. Log on to Mobiliti using the Retail Online password. If the customer uses the Implicit Registration link for access, the customer must also type the user name. 3. From the Mobiliti Main Menu, tap Pay Bills. October

88 Pay Bills The Pay a Bill page appears. The display varies depending on type of phone. 4. Tap Make a Payment. The Select a Biller page appears. 5. Tap the payee. A new biller cannot be added using Mobiliti; use Retail Online to add a new biller. October

89 Pay Bills The Biller Information page appears with a Do you want to pay this biller? message. 6. Verify the information, and tap Yes. October

90 Pay Bills The Enter Payment Information page appears. 7. From the Pay From list, tap the account to debit for the payment. 8. In the Amount box, type the amount of the payment. 9. In the Pay Date box, type the date on which to make the payment. 10. Tap Next. The Confirm Payment page displays. 11. Verify the payment information, and tap Yes. October

91 Pay Bills The Payment Confirmation page appears. 12. To display the Select a Biller page to pay another bill, tap the Back button. October

92 Pay Bills Change or Cancel Payment Use Mobiliti to change or cancel pending bill payments using either the mobile browser or the downloaded application. Only payments initiated through Mobiliti can be changed or cancelled through Mobiliti. Use Retail Online to change or cancel payments initiated through Retail Online. To change or cancel a bill payment: 1. Use the Internet browser on the activated mobile device to access the link to the Mobiliti Website. 2. Log on to Mobiliti using the Retail Online password. If the customer uses the Implicit Registration link for access, the customer must also type the user name. 3. From the Mobiliti Main Menu, tap Pay Bills. October

93 Pay Bills The Pay a Bill page appears. The display varies depending on type of phone. 4. Tap Change or Cancel Payment. The Select a Payment page appears. 5. Tap the pending bill payment to change or cancel. October

94 Pay Bills The Payment Details page appears. 6. Complete one of the following: To change a pending bill payment: a. To open the Enter Your Changes page, tap Change Pmt. b. Make changes to the bill payment. c. To display the Confirm Changes page, tap Next. d. Verify the accuracy of all payment information. e. When prompted by the Do you want to make this payment? message, tap Yes. A confirmation page appears. To cancel a pending bill payment: a. To open the Cancel Bill Payment page, tap Cancel Pmt. b. When prompted by the Are you sure you want to cancel this payment? message, tap Yes. The Cancellation Confirmation page displays. 7. To display the Pay a Bill page, tap the Back button. October

95 Pay Bills Pay an ebill Use Mobiliti to submit bill payments for electronic bills (ebills) received using either the mobile browser or the downloaded application. To pay an ebill: 1. Use the Internet browser on the activated mobile device to access the link to the Mobiliti website. 2. Log on to Mobiliti using the Retail Online password. If the customer uses the Implicit Registration link for access, the customer must also type the user name. The display varies depending on type of phone. 3. From the Mobiliti Main Menu, tap Pay Bills. October

96 Pay Bills The Pay a Bill page appears. 4. Tap Pay ebill. If there is more than one ebill to pay, the Select an ebill page appears to select the desired payee. The ebill Summary page appears with the message Do you want to pay this ebill?. 5. Verify the information, and then tap Yes. October

97 Pay Bills The Enter Payment Information page appears. 6. From the Pay From list, tap the account to debit for the payment. 7. In the Amount box, type the amount of the payment. 8. In the Pay Date box, type the date on which to make the payment. 9. Tap Next. The Confirm Payment page appears. 10. Verify the payment information, and then tap Yes. The Payment Successful page appears. 11. To display the Select an ebill page, tap the Back button. October

98 Transfer Money Transfer Money Use the Transfer Money option to transfer funds from one account to another using the mobile browser or downloaded application. To transfer funds: 1. Use the Internet browser on the activated mobile device to access the link to the Mobiliti website. 2. Log on to Mobiliti using the Retail Online password. If the customer uses the Implicit Registration link for access, the customer must also type the user name. 3. From the Mobiliti Main Menu, tap Transfer Money. October

99 Transfer Money The Transfer Money page appears. The display varies depending on type of phone. 4. From the Transfer From list, tap the account to debit for the transfer. 5. From the Transfer To list, tap the account to credit for the transfer. 6. In the Amount box, type the amount of the transfer. 7. Tap Next. The Confirm Transfer page appears. 8. Verify the transfer information. 9. Tap Yes. October

100 Transfer Money A Transfer Confirmation page appears. 10. To display the Mobiliti Main Menu page, tap the Menu button. October

101 Popmoney Popmoney Introduction Mobiliti is integrated with Popmoney to offer person-to-person (P2P) payments through the mobile browser and the downloadable application. This integration offers customers the ability to: Send Money - send money and add a new contact To Do s - view and accept incoming payments Activity - View all P2P payments over the past 90 days, including payments sent and received, including each transaction s current status of Completed, Pending, or Failed Implementation of Retail Online, Mobiliti, and Popmoney are required for financial institutions to offer this functionality. To use Popmoney within Mobiliti, customers must be enrolled in both Mobiliti and Popmoney, and use either the mobile browser or downloadable Mobiliti application. October

102 Popmoney Send Money To send money with Popmoney: 1. From the Mobiliti website, tap Payments. 2. From the Payments page, tap Pay Other People, and then tap Send Money. The display varies depending on type of phone and mobile service provider. October

103 Popmoney The Send Money page appears. 3. Tap an existing contact, or to add a new contact, click Add New Contact. Customers who use the downloadable Mobiliti application service can add a new contact using their device s contact list for added convenience. 4. After selecting the person to pay, select a delivery method, address, or mobile phone number, to use to make the payment. 5. Select an account from which to make a payment, and then type a payment amount. 6. Type a message to send to the payee with the payment. 7. Tap Continue. October

104 Popmoney 8. To proceed with the payment, review confirmation information, and then tap Yes. A confirmation message appears. October

105 Popmoney Receive Money To receive and accept money: 1. From the Mobiliti website, tap Payments. 2. From the Payments page, tap Pay Other People, and then tap To Do s. 3. Tap the payment to receive, and then tap Accept Payment. October

106 Popmoney 4. Tap the account to receive the payment. 5. Tap Accept Payment. A confirmation message appears. October

107 Appendix Appendix Appendix A - Mobiliti Services Indicator in Customer Source SM for Cleartouch This section applies only to financial institutions using Cleartouch. Customer Source for Cleartouch uses the information sent in a daily file by Mobiliti to determine whether the following Mobiliti information displays on the Customer Relationship Profile page in the Services area: Mobiliti Indicator Effective Date Last Accessed Date Suspended Flag APP Device Flag SMS Device Flag WAP Device Flag The daily file is a full refresh of every customer and every field. Changes made in Mobiliti are reflected in Customer Source the next business day. If a customer deregisters from Mobiliti and then registers again on the same day, two records with sequential registration identifiers are on the daily file for the customer. Customer Source uses the record with the highest registration identifier. If a financial institution merges a customer that uses Mobiliti, the customer record using Mobiliti must be the recipient rather than the donor in the merge process so there is no interruption of service to the customer. Customer Relationship Profile Page Services Area October

108 Appendix Mobiliti If the financial institution uses Retail Online and Mobiliti, the Mobiliti indicator displays only if the customer accepts the Terms and Conditions online. The following information displays: Mobiliti - Indicates that the customer uses Mobiliti. Effective Date - Date (MM/DD/YYY) the customer signed up for Mobiliti. SMS/WAP/APP - Indicates the type of service enabled on the device accessing Mobiliti. SMS (text), WAP (mobile browser), and/or APP (downloaded application) appear. If the customer signed up for Mobiliti but has not yet accessed Mobiliti, SMS/WAP/APP does not appear. Last Accessed Date - Date (MM/DD/YYY) the customer last accessed Mobiliti. If the customer signed up for Mobiliti but has not yet accessed Mobiliti, the Last Accessed Date does not appear. *Suspended - Indicates that the financial institution suspended the customer s access to Mobiliti. Retail Online/Internet Banking If the financial institution uses Retail Online, the daily file is automatically produced and the Retail Online indicator appears if the current customer is enrolled in Retail Online. If the financial institution uses a third-party vendor s Internet banking product, the financial institution must request the daily file be sent to in order for the Internet banking indicator to display for the current customer (if the customer is enrolled in the Internet banking product). The following Retail Online or Internet Banking information displays: Retail Online or Internet Banking Effective Date - Date (MMDDYYYY) the Internet banking product was activated for the customer. The Effective Date displays for customers that enroll in the Retail Online product or with a third-party Internet banking vendor that supplies the daily file information to. The Effective Date does not appear initially for customers that are currently using the Retail Online product or a third-party Internet banking product. Any change in status causes the Effective Date to appear. Bill Pay If the financial institution and customer use Retail Online, the Bill Pay indicator appears to indicate that the Bill Pay service is established for a customer s accounts. The following Bill Pay service information displays: Bill Pay - Indicates whether the customer uses the Bill Pay service. Effective Date - Date (MMDDYYYY) the Bill Pay service was activated for the customer. October

109 Appendix estatements The estatements indicator only appears if the customer accepts the electronic statement disclosure agreement online. The following electronic statement information displays: estatement Accounts - Indicates the customer has enrolled in estatements or is related to an account designated for electronic delivery by another related account holder who is enrolled. Effective Date Disclosure Agreement Accepted - Date (MMDDYYYY) the customer accepted the disclosure agreement. If an account has more than one customer related to it, such as joint owners, and the Customer Relationship Profile page appears for a non-enrolled customer, the Effective Date still appears if at least one customer with a relationship to the account has accepted the Disclosure Agreement. Investment Services The Investments indicator appears for a customer if the third-party vendor provides a periodic file to. October

110 Appendix Appendix B - Mobiliti Certified Device List Following is a list of Mobiliti certified devices as of September Financial institutions using Cleartouch may also access the most current list of Mobiliti certified devices from the Collaborative Care Center (C3). Refer to Appendix C for more information. Phone Channel Brand/ Manufacturer Model New To the List OS iphone App Android Phone App Browser Apple iphone 3G ios N N Y Apple iphone 3GS ios Y N Y Apple iphone 4 ios Y N Y Apple iphone 4S ios Y N Y Apple iphone 5 ios Y N Y Apple iphone 5S Y ios Y N Y Apple iphone 5C Y ios Y N Y AT&T Fusion 2 Y Android N Y Y BlackBerry Bold 9650 BB OS5/6 N N Y BlackBerry Bold 9900 BB OS7 N N Y BlackBerry Curve 8500 (all) BB OS5 N N N BlackBerry Curve 9300 (all) BB OS5/6 N N Y HTC 8X WP8 N N Y HTC Desire HD / Inspire 4G Android N Y Y HTC Droid DNA Android N Y Y HTC Droid Incredible 4G Y Android N Y Y HTC EVO 3D / EVO V Android N Y Y HTC EVO 4G LTE Android N Y Y HTC EVO Design 4G Android N Y Y HTC EVO Shift 4G Android N Y Y October

111 Appendix Brand/ Manufacturer Model New To the List OS iphone App Android Phone App Browser HTC Incredible Android N Y Y HTC Incredible 2 Android N Y Y HTC Merge Y Android N Y Y HTC One Android N Y Y HTC One S Android N Y Y HTC One V Android N Y Y HTC Sensation Android N Y Y HTC ThunderBolt Android N Y Y HTC Vigor / Rezound Android N Y Y HTC Wildfire S Android N Y Y Huawai Ascend II Android N Y Y LG Motion 4G Android N Y Y LG Nexus 4 Android N Y Y LG Optimus 2X Android N Y Y LG Optimus Elite Android N Y Y LG Optimus G Android N Y Y LG Optimus V U T S Q M C One Android N Y Y LG Revolution Android N Y Y LG Spectrum Android N Y Y Motorola Atrix Android N Y Y Motorola Atrix 2 Android N Y Y Motorola Atrix HD Android N Y Y Motorola Droid 2 Android N Y Y Motorola Droid 3 Android N Y Y Motorola Droid 4 Android N Y Y October

112 Appendix Brand/ Manufacturer Model New To the List OS iphone App Android Phone App Browser Motorola Droid Bionic Android N Y Y Motorola DROID RAZR / MAXX Motorola DROID RAZR HD / MAXX / Electrify 2 Motorola DROID RAZR M / Electrify M Android N Y Y Android N Y Y Android N Y Y Motorola Droid X Android N Y Y Motorola Droid X2 Android N Y Y Motorola Electrify / Photon 4G Android N Y Y Nokia Lumia 710 WP7.5 N N Y Nokia Lumia 820/822 WP8 N N Y Nokia Lumia 900 Y WP7.5 N N Y Nokia Lumia 920 / 928 WP8 N N Y Samsung Admire Android N Y Y Samsung Droid Charge Android N Y Y Samsung Exhibit II Android N Y Y Samsung Galaxy Nexus Android N Y Y Samsung Galaxy Note Android N Y Y Samsung Galaxy Note II Android N Y Y Samsung Galaxy Proclaim Android N Y Y Samsung Samsung Galaxy S (includes Aviator, Blaze, Epic, Fascinate, Mesmerize) Galaxy S IV / S IV Active Android N Y Y Y Android N Y Y Samsung Galaxy S II Android N Y Y October

113 Appendix Brand/ Manufacturer Model New To the List OS iphone App Android Phone App Browser Samsung Galaxy S III Android N Y Y Samsung Galaxy S Stratosphere Android N Y Y Samsung Infuse 4G Android N Y Y Samsung Nexus S Android N Y Y T-Mobile mytouch 4G Android N Y Y October

114 Appendix Tablet Channel Brand/ Manufacturer Model New To the List OS Tablet App Apple ipad 1 ios Y Apple ipad 2 ios Y Apple ipad 3 ios Y Apple ipad 4 ios Y Apple ipad 5 (Air) Y ios Y Apple ipad Mini ios Y Apple ipad Mini 2 Y ios Y Amazon Kindle Fire HD Y Android Y Amazon Kindle Fire HDX Y Android Y Acer A5xx Y Android Y ASUS Nexus 7 II Y Android Y ASUS Nexus 7 Y Android Y Barnes & Noble Nook HD+ Y Android Y Samsung Galaxy Tab Y Android Y Samsung Galaxy Tab 2 Y Android Y Samsung Galaxy Tab 3 Y Android Y Samsung Galaxy Note 10.1 Y Android Y Samsung Galaxy Note 10.1 (2014) Y Android Y Samsung Nexus 10 Y Android Y October

115 Appendix Appendix C Access Mobiliti Certified Device List from Collaborative Care Center (C3) This section applies only to financial institutions using Cleartouch. A list of Mobiliti certified devices is located on the Collaborative Care Center (C3) website. From the Insights content area on the Cleartouch Home page: 1. Click the Collaborative Care Center link. The Collaborative Care Center page appears. 2. From the Publications menu, click the View Publications link or in the Publications area, click the Cleartouch product line link. October

116 Appendix The Publications Search page appears. 3. If Cleartouch is not automatically populated in the Product Line box, from the Product Line list, select Cleartouch. 4. From the type list, select Service Documents. 5. From the Category list, select Hardware Specifications. 6. Click Submit. 7. Under the Title column, click the Mobiliti Certified Device List link. 8. Click the Mobiliti Certified Device List.pdf link. 9. To display the document, click Open. October