Windows Mobile - Duke Credit Union

Windows Mobile - Duke Credit Union
i-Mobile User Guide for Windows Mobile
v. 1.2.0
i-Mobile
User Guide for Windows Mobile Devices
Table Of Contents
1.
Introduction ............................................................................................................................1
1.1.
2.
3.
Product Features - Convenient and Secure ..................................................................................... 1
Installing i-Mobile ...................................................................................................................2
Using i-Mobile ........................................................................................................................9
3.1.
3.2.
3.3.
3.4.
3.5.
3.6.
3.7.
3.8.
3.9.
3.10.
4.
5.
6.
Accessing the i-Mobile Application ................................................................................................... 9
Welcome Screen ............................................................................................................................ 11
Messages ....................................................................................................................................... 12
Banking .......................................................................................................................................... 13
Graphs ........................................................................................................................................... 17
Bill Pay ........................................................................................................................................... 18
Locations ........................................................................................................................................ 20
Setup.............................................................................................................................................. 21
About.............................................................................................................................................. 24
Help................................................................................................................................................ 25
Updating i-Mobile .................................................................................................................26
Uninstalling i-Mobile.............................................................................................................29
FAQ ....................................................................................................................................31
1. Introduction
This document is designed to instruct you in installing and using the Mobile Finance Manager
product on Windows Mobile devices. It explains how to install, use, upgrade, and uninstall the
product, and it contains troubleshooting tips. It also provides detailed information on all features
of i-Mobile and how they can be used effectively. The intended audience is a bank or credit union
customer new to i-Mobile.
1.1. Product Features - Convenient and Secure
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Easily Downloadable Application resides directly on your mobile phone.
Account Balance enables you to see all of your accounts simultaneously.
Transfer Funds feature allows you to manage assets better.
Online Bill Pay features quick repeat-pay option for regular payments.
Secure and Trusted E-mail connects directly to your financial institution to provide
balance/payment alerts defined by you, as well as important updates on available
financial services and products.
Graphic Reports provide a quick way for you to track assets.
Multi-factor Authentication meets FFIEC regulations.
128-bit SSL Encryption prevents cell phone scanning.
Secure and Trusted E-mail is immune to spamming, spoofing, and phishing.
User ID and Password are identical to those used to access Internet banking from your
desktop PC.
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OFX Connection to your financial institution’s server is the same as that used by
Quicken/QuickBooks®.
2. Installing i-Mobile
1. Using a Pocket PC or SmartPhone,
open the Internet Explorer browser and
go to the installation URL provided by
your bank or credit union.
2. Depending upon your financial
institution, you may see a Welcome
similar to the one in the screenshot.
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3. Scroll down and click Continue to
proceed to the next screen.
4. Again depending upon your financial
institution, you may be presented with
a screen stating the Terms and
Conditions under which you may use
i-Mobile to access mobile banking.
Read through these and, if you agree
to them, tap Agree to continue.
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5. The next screen provides instructions
for downloading i-Mobile. After reading
these, scroll to the bottom of the page
and click the Next button to proceed.
(Note: If you are upgrading from an
earlier version of i-Mobile, you should
follow the instructions provided in the
section Updating i-Mobile.)
6. In this step, you should write down the
Activation ID, displayed in bold red
numbers immediately above the
Download button. You will need to
enter this ID number later in the
installation process.
When you are ready to proceed, click
Download.
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7. Once you click the Download button,
you will see a message asking whether
you would like to download the installer
file to the device.
8. Verify that the “Open file after
download” box is checked, and click
the Yes button.
9. After the application has been
downloaded and successfully installed,
the device will display a confirmation
screen notifying you that i-Mobile has
been installed.
10. Click the OK button at the top right
hand corner to continue.
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11. Click the Start menu and select
Programs from the drop-down menu.
Verify that the i-Mobile icon appears in
this screen. Click the i-Mobile icon to
launch the application.
12. On starting, the i-Mobile “splash”
(copyright) screen appears briefly.
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13. Once the application is installed and
fully configured, the splash screen will
be followed by the Welcome screen.
However, the first time i-Mobile is
launched, the splash screen gives way
to the Activation screen. Here you will
need to enter the Activation ID you
were provided in step 6, above.
After you have entered the ID number,
tap Submit to continue to the Setup
screen.
14. With the exception of User ID and
Password, the entries on the i-Mobile
Setup screen should already be
present.
Your i-Mobile ID and password are the
same as the ones you use for Internet
banking from your desktop PC.
Depending upon your financial
institution, there may be a checkbox
allowing i-Mobile to save your
password between sessions.
Once you have provided the required
information, tap Save to confirm your
settings. (For more information on the
Setup screen and the options
available, see Setup, later in this
document.)
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15. If you have chosen to save your
password, you may be presented with
a cautionary screen warning of
potential security concerns. Tap OK to
continue.
16. Once your configuration settings have
been confirmed, the installation is
officially complete. The i-Mobile
Welcome screen should appear.
(Note: Options shown may vary,
depending upon your bank or credit
union.)
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3. Using i-Mobile
3.1. Accessing the i-Mobile Application
1. Click the Start menu and select iMobile.
Alternatively, if i-Mobile is not listed
in the menu, first click Start and
select Programs. From the
Programs screen, click the i-Mobile
icon to launch the application.
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2. The i-Mobile Welcome screen will
appear.
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3.2. Welcome Screen
Upon launching i-Mobile, you will begin at the Welcome screen. From here, you can navigate to
all other areas of the application. (Again, not all options may be present, depending upon your
bank or credit union.)
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Messages: Retrieve messages from
your financial institution.
Banking: View balances and
transactions and transfer funds
between accounts.
Graphs: Display simple graphs
depicting Account Balance or Income
and Expenses.
Bill Pay: View past and pending bill
payments and create new payments.
Locations: Find nearby branches and
ATMs for your bank or credit union.
Setup: Manage user information and
frequency of i-Mobile upgrade queries.
About: View version information about
the i-Mobile application.
Help: Access abbreviated user guide
for i-Mobile.
Exit: Close the application.
i-Mobile User Guide for Windows Mobile
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3.3. Messages
To retrieve and review messages from your financial institution, select Messages from the
Welcome screen,
The main Messages screen displays a list
of messages received from the financial
institution.
The following options are available from
the Messages menu. (Not all financial
institutions support all options.):
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View: View currently highlighted
message on list.
New: (NOT SUPPORTED)
Reply: (NOT SUPPORTED)
Delete: Remove a message from your
message list.
Lock/Unlock: Prevent a message
from being deleted when using the
Clean old option. A locked message is
indicated by a yellow envelope icon
with a red dot.
Settings: Specify how long to keep
messages in i-Mobile.
Refresh: Check for new messages.
Clean old: Remove any old emails
from your list, based on the length of
time to keep messages specified in
Settings.
Reload All: Reload all active
messages at your financial institution.
(Note: This option reloads all currently
active messages, including ones
deleted from i-Mobile.)
i-Mobile User Guide for Windows Mobile
v. 1.2.0
3.4. Banking
To access your banking information, select Banking from the Welcome screen. The bank
Account list is the main screen for banking and displays a list of your accounts and their
balances.
From the bank Account list screen, you
will see the following information about the
accounts:
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Account Type (Checking = CHK,
Savings=SAV, etc.)
Last 4 digits of account ID number
Current account Balance
Account Description (nickname)
This screen also indicates the last time
account information was updated.
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The following options are available from
the bank Account list menu:
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View Transactions: View the
transactions for the highlighted
account. You can also view the
transactions by selecting the account
from the list.
Graphs: Display simple graphs
depicting Account Balance or Income
and Expenses.
Transfer Money: Transfer funds
between two accounts associated with
this User ID.
Settings: Specify how many days’
worth of transaction history to retrieve.
Refresh: Check for new transactions
or updated balances.
The Transaction screen lists individual
transactions associated with the specified
account.
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When the transaction list is displayed for a
selected account, you can choose from the
following menu options:
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Details: View more details about the
currently highlighted transaction. You
can also do this by selecting the
transaction in the list.
Graphs: Display simple graphs
depicting Account Balance or Income
and Expenses.
Transfer Money: Transfer funds
between two accounts associated with
this User ID.
Settings: Specify how many days’
worth of transaction history to retrieve.
Refresh: Check for new transactions
or updated balances.
The Banking Settings screen allows
financial institutions to offer extensive
transaction histories to i-Mobile users who
desire them, without burdening all users
with lengthy download times.
From this screen, you can select the
amount of transaction data desired for
initial and additional downloads. Tap Save
to return to the previous screen.
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If there are additional transactions to
download, the final entry on the
Transactions screen will show this.
Selecting this entry will cause the
additional data to be downloaded. The
number of days’ worth of data to retrieve is
specified in the Banking Settings screen,
above.
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3.5. Graphs
To access graphs, select Graphs from the Welcome screen. This screen will display a simple
graph of Account Balance or Income and Expenses over time ranges of seven days to a year.
Account Balance History Graph: Show
account balance over the specified period.
Expense Graph: Show a bar graph of
income and expenses over the specified
period of time.
Income and expenses are interpreted from
the account’s deposits and withdrawals.
From either graph display, you can use the
menu to change to the other graph type or
to configure how i-Mobile retains and
updates account data for generating
graphs.
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3.6. Bill Pay
To monitor or manage electronic bill payments, select Bill Pay from the Welcome screen.
The Bill Pay History screen displays past
and pending payments. Details about the
currently highlighted payment are shown
beneath the scrolling list of payments.
This screen also indicates the last time
your data was updated.
The following options are available from
the Bill Pay menu:
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New: Create a new bill payment.
Pay again: Create a new bill payment
for the same payee as the currently
selected payment.
Cancel Payment: Deletes a pending
bill payment. Payments can only be
deleted prior to processing.
Payee details: Display detailed
information about the payee for the
currently selected payment.
Payee list: View possible payees.
Monthly payments: View payments
made to individual payees by month.
Settings: Select accounts you want
enabled for Bill Pay.
Refresh: Check for new payments or
updated balances.
i-Mobile User Guide for Windows Mobile
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The Payee List screen displays all
potential payees and their phone numbers.
Selecting a payee will display moredetailed information.
(Typically, payees are added to this list
through your desktop online banking
application.)
The Monthly Payments screen displays
payments made to individual payees in
previous months or scheduled for future
months.
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An asterisk indicates more than 9
payments were made in the month.
A blank space indicates that there is no
bill payment data for that payee for the
month.
The current month is highlighted.
i-Mobile User Guide for Windows Mobile
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3.7. Locations
Selecting Locations from the Welcome screen will open Internet Explorer and take you to the
your bank or credit union’s web page for mobile devices.
Typically, the mobile site will include
addresses of nearby branches and ATMs,
important telephone numbers, information
about the financial institution, and the like.
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3.8. Setup
The Setup screen allows you to change a number of application settings. To access the screen,
select Setup from the Welcome screen. There are two areas to Setup, selected by choosing the
appropriate tab at the bottom of the screen.
Account: This area allows you to enter the
user ID and password for the account that
i-Mobile is currently setup to access. When
you select this option, the data for the
currently accessed financial institution is
displayed.
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Financial Institution: Short name for
your financial institution.
User ID, Password: Same ID and
password as those used for Internet
banking from your desktop PC.
Activation ID: An i-Mobile-specific ID
provided during installation.
Selecting Refresh will fetch the latest
configuration settings from your bank or
credit union.
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Selecting Add (or Add/Edit) user allows
you to add another user ID to i-Mobile. This
must also be a valid ID and password for
Internet banking at your financial
institution.
Updating: This area lets you control how
often you would like to check for a new
version of i-Mobile automatically. It also
allows you to force an immediate check.
For more information on updating i-Mobile,
see the Updating i-Mobile section of this
document.
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Smartphone View:
If you are using a SmartPhone, the Setup
screen will look slightly different. However,
all of the same options as described for the
Pocket PC phone are still available by
clicking the Menu button.
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3.9. About
To display information about the i-Mobile version and the selected financial institution, select
About from the Welcome screen.
The About page identifies the version of iMobile loaded on your mobile device.
The following options are available from
the About screen Menu:
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More Info: Display copyright law
information about i-Mobile.
Info: Display information on how to
contact your financial institution.
Home page: Launch the Internet
browser and connect to the institution’s
website.
Call support: Dial your financial
institution’s customer support.
i-Mobile User Guide for Windows Mobile
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3.10. Help
To display the help file for i-Mobile, select Help from the Welcome screen.
By selecting the blue hyperlinks in the
text, you can navigate through i-Mobile
help.
The following options are available from
the Help screen menu,
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Contents: Display a list of the help
topics for the Windows Mobile device.
Search: Allow you to find topics by
entering search terms.
Note: These options apply to finding help
for Windows Mobile in general, as
opposed to help for a third-party
application such as i-Mobile.
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4. Updating i-Mobile
Use the following steps to upgrade i-Mobile:
1. Before updating, make sure you have
written down your Activation ID, found
in the Setup screen in i-Mobile. You
will need this number to update iMobile.
2. i-Mobile will automatically check for a
new version, but you can also check
manually by going to the Setup
screen, select the Updating tab at the
bottom, and click the Check now
button. This will automatically connect
you to the Internet and begin checking
for a new version.
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SmartPhone View:
If you are using a SmartPhone, the Check
For Updates screen will look slightly
different. However, to check for the update,
you should click the Menu button and
select the 1st menu option.
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3. If an update is ready, you will see a
message saying, “i-Mobile version X.x
is available for download. Would you
like to upgrade now?” Click Yes, and
the browser will open the installation
web site. Please follow the steps on
the installation web site.
4. The updater will uninstall the previous
version of i-Mobile before installing the
new one. When asked if you want to
delete the balance history and presets,
you should choose No.
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5. Uninstalling i-Mobile
Follow the steps below to uninstall i-Mobile from your Windows Mobile phone:
1. From the Pocket PC home screen,
click the Start menu and select
Settings from the dropdown list.
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2. Click the System tab at the bottom,
then select Remove Programs.
3. In the list of installed programs, select
Access Softek, Inc. i-Mobile and click
the Remove button.
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4. A warning message will appear asking
if you are sure you want to remove the
program. Click Yes.
6. FAQ
Having trouble with Mobile Finance Manager?
The troubleshooting steps and service options below provide the smoothest path to resolving any
issues you might have. Please be sure to perform the appropriate troubleshooting before
submitting a service request.
1. When trying to download financial data, the device returns: "Error The connection
could not be requested. Check network settings."
Verify the device’s Internet connection is enabled and that you are able to access a website
from your phone's web browser. Ensure that your wireless connection is on.
2. OFX error 15500: Signon invalid
This message appears when your login credentials have not been entered correctly. Re-enter
your password in the Setup section of the application and try connecting again. If the
problem persists, you may have to contact your financial institution to verify your user ID and
password.
3. When trying to download financial data, your device states: "Certificate problem
800B010A: A certificate chain could not be built to a trusted root authority. Continue?"
This message appears because your financial institution’s mobile server security certificate is
of a type that is not recognized by your device. However, this does not mean that the security
of your device, the financial institution’s mobile server, or your financial data are not secure -
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it simply means that the website certificate is not of a format that the device recognizes (the
actual certificate being used for your device's web access is different).
Choose the option to Continue to close this message.
4. When trying to connect to your financial institution, you receive error HTTP 500.
This error indicates that the financial institution’s financial server is currently unavailable.
Please try again to connect later.
5. Error receiving OFX response: Timeout
This message may appear if your financial institution’s mobile server or your device’s Internet
connection is slow at the moment. Wait a few minutes and then try connecting and
downloading your financial data again.
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