Branson Bank Digital Banking Personal User Guide

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Getting Started	3
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	36
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	53
Adding a Payee	55
Person to Person Payee (P2P)	55
Bill Pay Payee - Company	57
Bill Pay Payee - Individual	59
Favoriting a Payee	61
Editing a Payee or External Account	62
Deleting a Payee or External Account	63
New Transaction	64
Transferring Money Between Your Accounts	64
Making a Loan Payment	66
Transferring Money to Another Person (P2P)	68
Making a Bill Pay Payment - Company - Standard Delivery	70
Making a Bill Pay Payment - Company - Rush Delivery	72
Making a Bill Pay Payment - Individual	74
Editing Transfers/Payments	76
Deleting Transfers/Payments	77
Deposit a Check	78
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	102
ACH	104
Order Checks Online	106
Settings	107
Contact Settings	107
Adding a New Phone	107
Editing a Phone	108
Deleting a Phone	109
Editing an Email Address	110

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