Branson Bank Digital Banking Personal User Guide

First page Table of contents Next page Last page

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	16
Transaction Details	18
Adding a New Account	20
Adding an External Account	21
Verifying External Accounts Using Deposit Challenge Method	23
Removing an External Account	24
Organize Dashboard	25
Reorder Accounts	25
Rename Accounts	26
Hide/Unhide Accounts	27
App Appearance	28
Quick Pay	29
Selecting Favorite Payees	29
Quick Pay- Person to Person	30
Quick Pay- Bill Pay	32
Quick Pay- External Account	34
Monthly Activity	36
Security	37
Protecting Your Information	37
General Guidelines	37
Login ID and Password	37
Fraud Prevention	38
Login Settings	39
Change Username	39
Change Password	40
Change Security Questions	41
Recent Logins	42
Mobile Security Preferences	43
Enabling Biometric Sign-In	43
Enabling FaceID	44
Enabling PIN Login	45
Auto-Login	46
Alerts	47
Alerts Overview	47
Custom Alerts	48
Bill Pay Alerts	49
Security Alerts	50
Turning Alerts On and Off	51
Editing or Deleting Alerts	52
Move Money	53
Move Money Overview	53
Bill Pay Enrollment	54
Adding a Payee	56
Person to Person Payee	56
Bill Pay Payee - Company	58
Bill Pay Payee - Individual	60
Favoriting a Payee	63
Editing a Payee	64
Deleting a Payee	65
New Transaction	66
Transferring Money Between Your Accounts	66
Making a Loan Payment	68
Transferring Money to Another Person (P2P)	71
Making a Bill Pay Payment	73
Editing Transfers/Payments	75
Skip Transfers/Payments	76
Deleting Transfers/Payments	77
Manage Cards	79
Turn Card On or Off	79
Card Name	80
Card Alert	81
Temporary Spending Limit Increase	82
Change PIN	83
Report Lost or Stolen Card	84
Travel Notification	85
Enable Automatic On/Off	87
Reports	89
Creating a New Report	89
Account Activity Report	89
Running an Existing Report	90
Editing a Report	91
Deleting a Report	92
Services	93
Locations	93
Secure Message Overview	94
Sending a Secure Message	95
Submit a Form	96
Documents	97
Document Enrollment	97
Viewing Documents	98
Stop Payment- Checks and ACH Items Only	99
Single Check	99
Multiple Checks	101
ACH	103
Order Checks Online	105
Settings	106
Contact Settings	106
Adding a New Phone	106
Editing a Phone	107
Deleting a Phone	108
Editing an Email Address	109

Made with FlippingBook flipbook maker