Branson Bank Digital Banking Personal User Guide

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Getting Started	7
Digital Banking System Requirements	7
Browser (Desktop & Mobile)	7
Mobile Device (App)	7
Mobile Remote Deposit Capture	7
New User Enrollment	8
Logging In	9
Out-of-Band Authentication	11
DUO Mobile	13
Logging Off	14
Accounts	15
Dashboard Overview	15
Account Details Overview	17
Transaction Details	19
Adding a New Account	21
Adding an External Account	22
Verifying External Accounts Using Deposit Challenge Method	24
Removing an External Account	25
Opening a New Account	26
Editing Favorite Accounts	28
Organize Dashboard	29
Reorder Accounts	29
Rename Accounts	30
Hide/Unhide Accounts	31
Hide/Unhide Dashboard Tiles	32
App Appearance	33
Favorite Payees	34
Selecting Favorite Payees	34
Security	35
Protecting Your Information	35
General Guidelines	35
Login ID and Password	35
Fraud Prevention	35
Login Settings	37
Change Username	37
Change Password	38
Change Security Questions	39
Recent Logins	40
Mobile Security Preferences	41
Enabling Biometric Sign-In	41
Enabling FaceID	42
Enabling PIN Login	43
Auto-Login	44
Alerts	45
Alerts Overview	45
Custom Alerts	46
Bill Pay Alerts	47
Security Alerts	48
Turning Alerts On and Off	49
Editing or Deleting Alerts	50
Move Money	51
Move Money Overview	51
Bill Pay Enrollment	52
Adding a Payee	54
Person to Person Payee (P2P)	54
Bill Pay Payee - Company	56
Bill Pay Payee - Individual	58
Favoriting a Payee	61
Editing a Payee	62
Deleting a Payee	63
New Transaction	64
Transferring Money Between Your Accounts	64
Making a Loan Payment	66
Transferring Money to Another Person (P2P)	69
Making a Bill Pay Payment	71
Editing Transfers/Payments	73
Skip Transfers/Payments	74
Deleting Transfers/Payments	75
Manage Cards	77
Turn Card On or Off	77
Card Name	78
Card Alert	79
Temporary Spending Limit Increase	80
Change PIN	81
Report Lost or Stolen Card	82
Travel Notification	83
Enable Automatic On/Off	85
Reports	87
Creating a New Report	87
Account Activity Report	87
Running an Existing Report	88
Editing a Report	89
Deleting a Report	90
Services	91
Locations	91
Secure Message Overview	92
Sending a Secure Message	93
Submit a Form	94
Documents	95
Document Enrollment	95
Viewing Documents	96
Stop Payment- Checks and ACH Items Only	97
Single Check	97
Multiple Checks	100
ACH	102
Order Checks Online	104
Settings	105
Contact Settings	105
Adding a New Phone	105
Editing a Phone	106
Deleting a Phone	107
Editing an Email Address	108

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