SafeConnex User Guide


Welcome

SafeConnex resides on your PC acting as a security dashboard. Once you complete easy installation, you can protect your passwords, secure your credit card information and set up one-click access to your online accounts, all from the convenient desktop application.

The SafeConnex application helps to ensure your safety online with product and services protecting you, your computer and your family. Here are some of the benefits:

  • COMPREHENSIVE - Get access to your online and offline personal information like user names, passwords, and online payment information, in one place - anytime, anywhere.
  • FAST - Click once, enter your Master PIN once and SafeConnex does the rest automatically.
  • CONVENIENT - You no longer have to remember all of your online account user names and passwords.
  • SECURE - By using two-factor authentication, and by adding secure view browsing for financial institution logins, SafeConnex helps to protect online logins and reduces the risk of having your credentials compromised.
  • EASY - It’s easy to set up and use. Once you install the software and create your Master PIN, add your online accounts as you browse.

Quick Start Guide

Get up and running with SafeConnex in 3 easy steps:

1. Download and install the SafeConnex software

  • Create your 4-8 digit Master PIN              
  • Select online accounts to add from your browser
  • If you have IE9 installed on your PC, you will need to enable support for SafeConnex. Click ‘OK’ on the screen shown below and an IE9 window will open.
  • On the IE9 web page, simply click on ‘Enable’ as indicated. IE9 will then be optimized for SafeConnex and the web page will automatically close.

2. Set up protection for your online accounts and single click access

  • Select accounts from your list and log in once to complete set up
  • As you browse, respond to the prompts to add additional accounts
  • Log in every time using your SafeConnex
  • Access additional SafeConnex services on the right had side of your SafeConnex.

System Requirements

You must have a computer that meets these specifications in order to run the SafeConnex software.

Operating system

  • Windows 7
  • Windows Vista (32 or 64-bit version)
  • Windows XP with Service Pack 2 (32-bit only) or higher. If you are running Windows XP and haven’t upgraded to Microsoft .NET 3.0, the SafeConnex set up process will install it for you. This may take a few extra minutes depending on your internet connection.

Web Browser

  • Internet Explorer 7 or later
  • Firefox 3.6 or later
  • Google Chrome 11 or later

PC

  • 600 MHz or faster processor
  • 512 MB RAM
  • 40 MB storage memory

Using Identity Guard SafeConnex

SafeConnex protects your passwords, secures your credit cards when used for online purchases, provides one-click access to your online accounts, and provides access to purchase additional security services through a convenient dashboard on your computer. Your SafeConnex is packed with useful features. Here’s a quick overview:

My Online Accounts

The left hand side of the dashboard shows your personalized list of online accounts and a link to add your Identity Guard account. If you’ve imported accounts from your browser they will appear in your account list. Simply click on an account name in the list and the website’s log in page will be displayed in your browser. Log in to your account once manually by entering your username and password as you normally do. After you log in once manually to each account, the next time you need to log into that account, simply click on it in the list and SafeConnex will log you in securely and automatically. Add additional online accounts by replying to the SafeConnex prompts when you browse. You can add an unlimited number of accounts to your SafeConnex. Use your SafeConnex every time you need to log in to your accounts for maximum protection.

Credit Cards

Click on the Credit Cards tab to add, edit or delete credit cards and to enable auto-fill when you get to an online shopping cart. You can add an unlimited number of credit cards to your SafeConnex.

Options

The Options tab is where you go to manage your settings and to access backup, restore, print and scan options. It is important to periodically backup the information in your SafeConnex. Storing a back up file on a USB device is a good way to protect yourself if anything happens to your computer. Backup files are PIN protected and can only be restored after you enter the PIN that was in force when the backup was created.

Information About Additional Services

The right hand side of the dashboard provides you with access to additional services that are available for purchase. You can get more information about each of the services by clicking on the ‘learn more’ link.

Accessing SafeConnex

Once your SafeConnex has been installed, you can access it at any time by clicking on the SafeConnex desktop or system tray icon as show below:

SafeConnex desktop icon


Getting Started

Downloading and installing SafeConnex is fast and easy. You can be up and running in less than 3 minutes.

  1. Download and install the SafeConnex software
  2. Create your Master PIN (Personal Identification Number)
  3. Import your online accounts from the account scan
  4. Log in to your accounts once from SafeConnex to set up one-click access

1. Download and Install the SafeConnex software
Click on the SafeConnex download link and follow the prompts to download the SafeConnex software. When this screen appears, click Run to begin the download process.

Once the download is complete, the SafeConnex End User License Agreement screen appears. Indicate your acceptance of the terms of the Software License Agreement by clicking ‘I Agree’.

On the next screen, click Install, to place the SafeConnex software in the default folder. You can specify a different location by clicking on Change. You will see the progress bar as the application installs on your PC.

2. Create your Master PIN
Once the application is installed, it will ask you to create a 4-8 digit Master PIN (Personal Identification Number). Use your mouse to click the numbers on the PIN pad to create your PIN. You will need to enter your PIN each time you start up your SafeConnex.

3. Import your online account names
If SafeConnex finds accounts in your browser history, it will display the accounts in a list for your review. Jump-start your SafeConnex by importing your online account names from this list into your SafeConnex. Click ‘Add Selected Accounts to my SafeConnex’ to continue. Click ‘Skip This Step’ to add accounts later.

SafeConnex suggests accounts to add to your online account list
If you have IE9 installed on your PC, you will need to enable support for SafeConnex. Click ‘OK’ on the screen shown below and an IE9 window will open.

On the IE9 web page, simply click on ‘Enable’ as indicated. IE9 will then be optimized for SafeConnex and the web page will automatically close.

Your SafeConnex will now display on your desktop. A small screen will appear on top of your SafeConnex suggesting that you restart your computer to activate all of the protection features of your SafeConnex.

Click ‘Yes’ to restart and complete activation of your protection, or ‘No’ to restart later. Restart your PC by clicking ‘Yes’ and your SafeConnex will automatically open when your PC starts up again. You can leave your SafeConnex open in the background. If you close it, you can reopen it at any time by clicking on the icon in your computer’s system tray.


PIN Security

Adding and managing your online accounts and identity protection services is possible only after your identity is verified. You will be asked to enter your SafeConnex Master PIN the first time you use SafeConnex, and once every 30 minutes thereafter, unless you adjust the prompt frequency. You can change the PIN prompting frequency directly on the PIN pad or through Options tab. See the Options section for detailed information.

IMPORTANT NOTE: If you enter your PIN incorrectly four times in a row, your secure password file will be deleted and you will not be able to use SafeConnex to access your online accounts or your additional protection services. This security mechanism is designed to protect your identity from anyone seeking unauthorized access to your online credentials. If your SafeConnex is deleted accidentally you can access the download link on the SafeConnex website. You will then need to re-enter your online account information into SafeConnex after you re-install the software.


Online Account Protection

Add all of your online accounts to SafeConnex to get the benefits of convenience and security every time you access your accounts. All your account information is stored locally on your computer and only you have access to it.
When you add your accounts to SafeConnex, they are placed into one of the following categories:

  • Financial Accounts are online accounts at financial institutions like banks, credit unions, credit card issuers and brokerages. More than 8,000 financial websites are continuously monitored by SafeConnex to protect you from online fraud.
  • Other Accounts are all other online accounts for which you log in at any website including shopping, membership organizations, news sites and email accounts.

All of your online accounts can be added to SafeConnex by browsing to the websites you normally visit and taking advantage of the SafeConnex reminder messages.
Once you’ve added your accounts to your list, it’s easy to manage your online accounts directly from your dashboard.

Right click on any account name to perform common account actions:

  • Open: Selecting this option will open the selected account.
  • Edit account: After you select an account to edit, SafeConnex will open the website in the Secure View Browser. Simply log in again with your new user name and password and SafeConnex will update the information for you.
    Note: Other Accounts cannot be edited. In order to make changes to Other Accounts, you must remove and recreate them.
  • Show username/password: After you select an account, clicking this link will display a box showing the username and password that are stored for this account.
  • Rename account: Use this option to provide a new name for an account that is currently stored in your SafeConnex. You must select the account you want to rename first by clicking on it in your account list.
  • Delete: Use this option to delete an account that is currently in your SafeConnex. You must select the account you want to remove first by clicking on it in your account list.

Adding accounts when you browse

You don’t have to remember to add your accounts — SafeConnex reminds you automatically!
With only 1 or 2 additional clicks you can add any account to your list of online accounts when you browse. When you browse to a log in page at a website, SafeConnex will ask you whether you want to save this account.

  1. Click "Add Now" when SafeConnex asks you. This could be before or after you submit your username and password depending on the type of website. Note: For financial websites, SafeConnex will open the website’s login page in its Secure View browser.
  2. Log in to your account
  3. Click ‘Yes’ on the next prompt (for financial sites only) and SafeConnex will display a messaging confirming that your account has been added.

Browse to a Website

When you browse to a website, SafeConnex automatically gives you the chance to add your account. Click ‘Add Now’ to add this account to SafeConnex.

Log in to your account

Because in this example we are adding a financial account, SafeConnex will close your default browser window and open the website in a new window using the Secure View Browser. For non-financial websites, you can use your default browser. Log into the website as you normally would.

Save the Account

When adding a financial account, SafeConnex will ask you to confirm that you have logged in correctly before your account gets added. Click ‘Yes’ to confirm and save the account. Click ‘No’ if you are not logged in to your account to go back to the log in page so you can try again.

Add Account

You will always see a message, like the screen below, confirming that your account has been added to your SafeConnex.

Account Added


Add a Financial Account from the Financial Account List

Another way to add a financial account to SafeConnex is by double clicking on Add Financial Account from the SafeConnex account list.

  1. Select ‘Add Financial Account’ from the account list
  2. Type your bank’s website name or URL in the search box and select it from the list
  3. Log in to your account
  4. Click Yes when prompted to save the account

1. Select ‘Add Financial Account’ from the SafeConnex Account list

Bring up the SafeConnex dashboard, by clicking on the SafeConnex desktop icon or system tray icon. Double click on ‘Add Financial Account’.

2. Type your bank’s name or Website URL into the search box on the next screen

SafeConnex continuously monitors more than 8,000 financial institutions. Type your bank’s name or website URL into the search box and click the Search button to view the results.

Select your bank from the list of results returned.

If your financial institution isn’t listed, click the ‘I can’t find the website I’m looking for’ link. This link brings up a pop-up a dialog that provides instructions on how to add the account as an ‘Other Account’.

3. Log in to your account at the website

SafeConnex will open the website in the Secure View Browser. Log into the website as you normally would.

4. Save the Account

SafeConnex will ask you to confirm that you have logged in correctly. Click ‘Yes’ to confirm and save the account in your SafeConnex. If you were not logged into your account, click ‘No’ to go back to the log in page and try again.

To add another account to SafeConnex, simply click on the magnifying glass icon on the Secure View Browser toolbar. The search screen shown in Step 2 above will re-open for you to add your next account.


Add an “Other” Account

Whenever you log in to an account at a non-financial website, follow these steps to add it as an Other Account to your SafeConnex:

  1. Browse to the website where you have the account
  2. Log in to your account as you normally would
  3. Click ‘Add Now’ and follow the prompts to add the account to SafeConnex.

1. Browse to the website where you have an account

2. Type your username and password and click to sign in

SafeConnex asks you if you would like to add the account to SafeConnex.

After selecting ‘Add Now’, SafeConnex may ask you to enter your PIN, and then it adds the account to your list of online accounts. The following screen appears to confirm that the account was successfully added. REUSE SCREEN SHOT ABOVE?

The ‘Never’ option will add this website to a list of sites so that SafeConnex will never prompt you again to add this account. See the Options section for information on managing your ‘Never Ask’ list.

If you use IE9 and did not enable SafeConnex in IE9 when you first installed the software, you must do so before you can add ‘Other’ accounts. The easiest way to do this is to click on ‘Add Other Accounts’ on the left side of your dashboard and a pop-up message will appear in the lower right corner of your screen as shown below:

Click OK and the web page shown below will open showing you how to enable SafeConnex in IE9. After clicking on ‘Enable’, the window will close. You can then begin browsing and SafeConnex will prompt you to add your accounts.


Add accounts using the Account Scan

SafeConnex offers you the option of scanning your computer periodically to identify new accounts you may want to add. Your browser may store user names and passwords for some of your online accounts, and this information is vulnerable to hackers. The SafeConnex Account Scan allows you to see what account information is stored insecurely in your browser and gives you the option of making it secure by moving it to your SafeConnex.

Follow the steps below to add your online accounts using the Account Scan:

  1. Click on the SafeConnex icon
  2. Click on the Options tab in the dashboard
  3. Click the ‘Scan’ button
  4. Click ‘Add Accounts’ to add selected accounts to your SafeConnex

1. Click on the Scan button to start the search

If SafeConnex finds accounts in your browser, it will display the accounts in a list for you to review. Un-check any accounts you don’t want to add, then click ‘Add Accounts’.

Your account list will display the new accounts added.

2. Select each newly added account from your online account list to complete set up of one-click log in

Click on a newly added account and the log in page will be displayed. Log in to your account as you normally would to set up one-click access. Once you log in successfully to each account the first time, set up will be complete and SafeConnex will log you in automatically from then on. Accounts that are fully set up with automatic log in will display in black whereas accounts that you need to complete set up for display in blue.


Logging in to Accounts

Once you have set up your accounts, logging in becomes safer and more convenient than the standard method of navigating to a website and logging in manually. The primary way to log in to your accounts using SafeConnex is by clicking on the SafeConnex icon in either the System Tray or on your Desktop.

Clicking on either icon brings up your dashboard, where your accounts are listed alphabetically by type. Select an account, enter your PIN and SafeConnex will log you in automatically.

SafeConnex opens Financial accounts using the Secure View Browser, which offers additional protection against browser-based attacks and malware. SafeConnex opens Other Accounts using your default browser — Internet Explorer or Firefox.

Logging in from the SafeConnex Menu

The SafeConnex account list lists your accounts in alphabetical order, grouped by account type. Click on the account you want to log in to, and then enter your PIN, if prompted.

Logging in from the SafeConnex Menu

The SafeConnex account list lists your accounts in alphabetical order, grouped by account type. Click on the account you want to log in to, and then enter your PIN, if prompted.

Logging in by browsing

SafeConnex recognizes when you visit a website where you have previously saved an account. When this happens, a small window appears offering you the chance to log in using SafeConnex.

For Financial sites, the screen shown below will appear.

SafeConnex Login

Logging in — Pharming Warning

Every time you log in to a financial account, SafeConnex verifies that the network location (IP address) of the log-in page is legitimate.

Over 8,000 websites are constantly monitored to ensure you are logging in to only legitimate websites. If SafeConnex detects that you are being sent to a website whose IP address doesn’t match the IP address recorded for the site, it is possible that you are experiencing a pharming attack and SafeConnex puts up a warning.

Note: Websites sometimes change their IP addresses for legitimate reasons. In such cases, a successful log-in will be possible after the IP address has been updated, which usually takes place within 24 hours.

Password at Risk — Phishing Warning

When you attempt to send a stored account password to a site that is not known to SafeConnex, you will be warned to make sure that it is a safe website. You should not send your secure credentials to any website unless you can verify the authenticity and ownership of the website.


Secure View Browser

SafeConnex logs in to your Financial accounts using the Secure View Browser. Secure View protects you against spyware and other Web-based threats. Standard Web browsers permit toolbars and plug-ins that can eavesdrop on communications between your Web browser and your financial institution’s website.

SafeConnex Secure View is not designed to serve as a general Web browser. It is only used when you log in to your Financial accounts using SafeConnex.

When you log in to your Financial Accounts with SafeConnex, they will always be opened in the Secure View browser, even if you browse to them using your regular Web browser.

The Secure View Browser provides four standard Web navigation controls: Back, Forward, Refresh and Stop, plus two that are unique to SafeConnex — the magnifying glass. When you click on the magnifying glass, or search icon, it opens the SafeConnex search page where you can search the list of financial websites where you have accounts.

In the upper right hand corner of the Secure View Browser toolbar is the padlock icon indicating an SSL encrypted secure session. This means that all of your information is transmitted securely to the website.


Credit Cards

You can use SafeConnex to securely store your credit card information so that you don’t have to search for your wallet and type it in each time you shop online. Once you have added your credit card information to SafeConnex, you are protected from spyware and keystroke loggers when you shop online and use your SafeConnex to enter your information into online shopping carts.


Adding credit card information

You can manage your credit card information from the Credit Cards tab in your dashboard. To bring up the dashboard, click the SafeConnex icon in your System Tray, and then click on the Credit Cards tab. The first time you click on the Credit Card tab, click on the ‘Add First Credit Card’ link and you will see the screen below . Enter your credit card information into the form, then click OK.

Add Credit Card

Complete the form to add a credit card. In the ‘Card Nickname’ field, give the card an easily recognizable name suitable for the ‘Select a card’ list. Fill in the other fields from information on the card itself, including the card’s security code, which is usually found on the reverse side of the card. Take care to enter the required information completely and accurately.

Once you’ve added at least one credit card, you will see the cards added in the list. Select a card from the list to edit or remove, or click on Add new card to add another card.

Credit Card Added

Credit Card Selected


Managing Credit Card Information

The options in the Cards section let you work with your list of cards:

  • When you click Add new card, the Add New Card Information pop-up form appears. Add your credit card information by filling in the fields and clicking ‘OK’.
  • Select an existing card and click Edit card to open the Edit Card Information pop-up. Update the information if required, and then click ‘OK’.

Select an existing card and click Remove card, to delete the selected card. Upon confirmation, the card is removed.


Auto-filling credit card information

When you have added one or more credit cards to your SafeConnex, it becomes simple to go through checkout at shopping websites.

When you reach the page where you would normally be required to fill in your credit card information, SafeConnex gives you a chance to do so with a mouse-click. Just click on the icon for the card to use for this purchase, and your SafeConnex does the rest, filling in the cardholder name, card number, and expiration date and security code if required. Click ‘Close’ if you prefer to input the information manually.


Options

The Options tab is where you go to manage your settings and to access backup, restore, print and scan options.

Back Up:

Click ‘Back Up’ and SafeConnex will prompt you to select a file name and location for your back up file. Note: Your current Master PIN will be used to protect this file.

Select a location to save the secure file and if desired, a new file name. You can save the file the same way you save any other file — to an external storage device such as a flash drive, or on another computer. This file is password protected and in a unique format that can only be used by importing it into the SafeConnex  application.

Restore:

Click ‘Restore’ and SafeConnex will prompt you to select a SafeConnex file to restore. You must have previously created a back up from SafeConnex in order to perform a restore. Note: The Master PIN that was in force at the time the file was saved must be used to unlock the file.

Select the file to restore and click ‘Open’. When prompted, enter the Master PIN that was in force at the time the backup file was saved. SafeConnex will display a message confirming that the restore is complete. Your restored accounts and credit cards will then appear in your SafeConnex menu.

Scan:

Click on this button and SafeConnex will scan your computer for vulnerable passwords and suggest websites that you may want to protect by adding them to SafeConnex. The process is covered in ‘Add Accounts using the Account Scan‘.

Print:

Click ‘Print’ and SafeConnex  will prepare your information for printing. This may take a few moments.

Follow your printer’s prompts to print. Your printout will contain the URL, username and password for each of the accounts on SafeConnex, along with your credit card information. Please keep your Backup Report in a secure place.

Sync:

You can easily sync your log ins and credit card with SafeConnex with your mobile device. To get started, make sure the devices you would like to sync are connected to the same Wi-Fi or Local Area Network. Then, open the SafeConnex on the device or PC you would like to sync with, and open sync. Click on "Find" on the device.

Remember Master PIN:

SafeConnex lets you customize the frequency at which you are prompted to enter your SafeConnex PIN.

By default, SafeConnex will ask you to enter your PIN once, then every 30 minutes thereafter. However, you can tell SafeConnex to ask you as often as every time you open or modify an account, or as infrequently as every 120 minutes.

For example, suppose you want SafeConnex to prompt you for your PIN no more often than once every 10 minutes. The first time you log in to one of your online accounts, SafeConnex will prompt you for your PIN as usual. If you then visit another account within ten minutes, SafeConnex will automatically log you in without prompting you for your PIN. However, if more than ten minutes elapse before your next log-in, SafeConnex will again prompt for your PIN.

Modify my "Never Ask" list of websites: If the ‘Never’ option is selected from the ‘Add Account’ prompt, SafeConnex will refrain from asking whether you want to add this account to SafeConnex. These websites are then added to your SafeConnex "Never Ask" list. To remove websites from your ‘Never Ask’ list, select the entry and then click ‘Remove’

To remove an individual entry from the ‘Never Ask’ list, select the entry with the mouse then click ‘Remove’. The ‘Remove all’ option clears the ‘Never Ask’ list completely.


Help and Support

Support options from the SafeConnex Help Menu

To access support from within the SafeConnex application, click the Help icon on the right hand side of the tab bar of your dashboard and select the ‘Support’ item.

  • Report a website login issue: This option provides you with direct access to a support request form where you can provide the website name and description of this issue. You will get a response within 4 hours.
  • User Guide: This option presents you with the online version of the SafeConnex User Guide that you are currently viewing.
  • Support: Links to a support website for SafeConnex containing FAQs, support contact numbers, email, and tools.
  • My Subscription: Display a unique subscription code that you may need reference in case you experience a support issue.
  • Check for Updates: This option checks to make sure that your SafeConnex software is up to date with the latest version. If a newer version is available, SafeConnex will update the software automatically.
  • About SafeConnex: This option provides information about your SafeConnex software license and version, and about other software that is incorporated into SafeConnex.